18+ Years of Experience
First Class Tax & Business Management
Expert, fully customized tax and business services for individuals and businesses. Over 5,000 clients served — and counting.
What we offer
Comprehensive Financial Services
From tax preparation to IRS resolution, we handle every aspect of your tax and business financial needs — all under one roof.
Personal Tax Preparation
Accurate federal and state returns that maximize your refund and minimize your liability.
Business Tax Preparation
Strategic business filings for LLCs, S-Corps, C-Corps, partnerships, and sole proprietors.
Entity Formation & Name Changes
Every entity type formed — LLC, S-Corp, C-Corp, nonprofits, and 501(c)(3) applications. Name changes and DBA filings too.
Bookkeeping
Clean, accurate books year-round so your business always knows where it stands financially.
Tax Planning & Strategies
Proactive year-round strategies to reduce your tax burden and build long-term financial advantage.
IRS Resolution
Expert representation and resolution for audits, liens, levies, back taxes, and IRS disputes.
IRS Settlements
Negotiate your tax debt down — Offer in Compromise, CNC status, and partial payment agreements.
EDD Audits
Full EDD audit representation — worker classification, payroll tax disputes, and appeals.
Franchise Tax Board Audits
Expert FTB audit representation — state income tax disputes, penalty abatement, and appeals.
Sales Tax Returns
Accurate, on-time sales tax filings for California and multi-state businesses — stay compliant and penalty-free.
Why First Class
The First Class Difference
We don't believe in one-size-fits-all. Every client gets a fully customized strategy built around their unique situation.
Fully Customized
No templates, no shortcuts. Every plan is built specifically around your goals and financial picture.
Deep Expertise
18+ years mastering tax law, IRS procedures, and business compliance — working for you on every engagement.
Year-Round Support
We're available all year — not just at tax time — to answer questions and keep your finances on track.
Proven Track Record
Over 5,000 clients served across personal taxes, business filings, IRS resolution, and more.
Ready to Experience First Class Service?
Let's talk about your tax and business needs. No pressure, no obligation — just expert guidance tailored to you.