Tax · Accounting · Insights

Helping individuals and small businesses maximize tax savings, reduce stress, and make confident financial decisions.

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Services

  • Offering expert tax preparation and proactive planning to ensure compliance and optimize financial outcomes. Services include preparation of individual and business tax returns—covering LLCs, S corporations, C corporations, partnerships, and sole proprietors—along with management of quarterly estimates, payroll tax filings, and 1099 forms. Strategic tax guidance is also provided to help minimize liabilities and support informed financial decisions throughout the year.

  • Enabling business owners to focus on growth while all bookkeeping needs are expertly managed. Services include ongoing support or one-time cleanup to bring financial records up to date, bank reconciliations, payroll processing, and preparation of clear, accurate financial reports—providing a complete view of the business’s financial health.

  • Get strategic financial leadership without the full-time cost. Our outsourced CFO services include cash flow management, profitability analysis, KPI tracking, and business advisory to help you grow and optimize your operations.

  • We help you select, implement, and master the best accounting software and AI tools to meet your business needs. From setup and integration to staff training and ongoing support, we ensure your technology works efficiently to save time and reduce errors.

Packages designed for individuals with small business

*Designed for businesses under $5 million in revenue

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Tax Essentials

$250 per month

For the client who wants straightforward compliance + an annual financial review

Core:

  • (1) Business tax return preparation & filing

  • (1) Individual tax return preparation & filing

  • Basic quarterly estimated tax payment review

  • Year-end tax package with required schedules

  • Annual bookkeeping review and cleanup (does not include entering transactions)

  • Annual financial health check with actionable report

Support:

  • Secure access to your own client portal for uploading documents and viewing deliverables

  • Email support within 2 business day response time

  • One annual review call (60 minutes) to walk through your financial health report and tax results

  • Automated reminders and checklists to keep you on track for deadlines

  • Centralized access to all tax filings, reports, and financial summaries

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Tax Core + Advisory

$500 per month

Ongoing strategic tax and financial guidance to support smarter decisions year-round

Core:

  • (1) Business tax return preparation & filing

  • (1) Individual tax return preparation & filing

  • Quarterly estimated tax payment reviews

  • Quarterly financial health review to analyze trends and ensure clean books for smarter, proactive decisions

  • Quarterly tax strategy and planning aligned with your business and personal goals

  • Annual tax optimization checklist

Support:

  • Secure access to your own client portal for uploading documents and viewing deliverables

  • Priority email support response within 1 business day

  • Quarterly review calls (45–60 minutes)

  • Proactive tax and financial planning alerts

  • On-demand strategic calls for major events

  • Automated reminders and checklists to keep you on track for deadlines

  • Centralized access to all tax filings, reports, and financial summaries

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Outsourced CFO

$1,500 per month

Gain clear visibility into your financials with tailored reports, cash flow insights, and strategic support—delivered on a regular schedule to help you make confident decisions. Designed for business under $5 million in revenue.

Core:

  • Monthly financial review and bookkeeping oversight

  • Quarterly business performance reports

  • Cash flow summaries with basic short-term forecasting

  • Budget-to-actual variance analysis

  • Key performance indicator (KPI) tracking (e.g. revenue, cash runway)

  • Financial planning recommendations tied to report insights

  • Year-end summary to support tax prep and strategic planner

Support:

  • Secure portal access for documents, reports, and dashboards

  • Monthly performance review meetings

  • Quarterly strategy calls

  • On-demand support for major financial decisions

  • Priority email support (1 business day response time)

  • Custom financial calendar with deadlines and key milestones

  • Collaboration with internal or external accounting teams

Michael Bottala is a trusted accounting professional specializing in small business tax strategy, cloud-based bookkeeping, and financial advisory services. With over a decade of experience in financial reporting and tax compliance, Michael helps entr

About Me

I’m Michael Bottala, a Certified Public Accountant (CPA) dedicated to helping individuals and small business owners navigate financial complexities, make informed decisions, and maximize wealth. With over 10 years of CPA experience, I provide practical expertise and innovative solutions for tax and financial strategies.

I earned my Master’s in Accounting from Loyola Marymount University, hold a U.S. patent in accounting concepts, and was named one of the Top 100 Accountants by the Los Angeles Business Journal.

I work alongside you to navigate tax strategy, improve financial visibility, and implement the right systems for your business. From core compliance to modern accounting technology and AI tools, I help simplify the complex and support your goals every step of the way.

California Board of Accountancy License #131128

Contact Me

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