Tax · Accounting · Insights

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

Service Packages

Essential

$300 monthly

We work with you to bring clarity to your financial picture, plan proactively for taxes, and offer insight into how your business decisions affect your bottom line. This isn’t just tax prep, it’s year-round support that helps you make smarter moves with confidence.

Core:

  • Monthly bookkeeping review and cleanup (you or your team enter transactions)

  • (1) Business tax return preparation & filing

  • (1) Individual tax return preparation & filing

  • Year-end tax package with required schedules

  • Basic quarterly estimated tax payment review

  • 1099 contractor prep and filing (max 5)

Advisory:

  • Annual Tax-optimization checklist

  • Year end financial statement analysis summary

  • One annual check-in to discuss business goals or tax posture

Support:

  • Email access with 48-hour response time

  • One onboarding call

  • No recurring meetings outside of services

  • Limited follow-up availability

Add ons:

  • Full-service bookkeeping available

  • Payroll Services

  • Accounting Tech Advisory & Implementation

Growth

$750 per month

This tier provides the clarity and guidance you need to build a strong financial foundation and avoid surprises. We focus on strategic tax planning and actionable advisory that help you optimize profits, control costs, and confidently plan for growth.

Core:

  • Monthly bookkeeping review and cleanup (you or your team enter transactions)

  • (1) Business tax return preparation & filing

  • (1) Individual tax return preparation & filing

  • Quarterly estimated tax payment reviews

  • 1099 contractor prep and filing (max 15)

Advisory:

  • Annual tax optimization checklist

  • Semi-annual tax strategy session

  • Proactive tax planning service with semi-annual review

  • Semi-Annual cash flow analysis

  • Quarterly financial statement analysis and summary of key trends

Support:

  • Email support (within 1 business day)

  • Monthly 1:1 video or phone call

  • Email, phone or text check-ins as needed (during business hours)

  • Flexibility to book additional calls as required

Add ons:

  • Full-service bookkeeping available as an add-on

  • Payroll Services

  • Accounting Tech Advisory & Implementation

Executive

$1,200 per month

We act as your outsourced CFO delivering strategic tax planning, financial leadership, and forward-looking business advice without the cost of a full-time hire. From funding and forecasting to expansion and exit planning, we provide the insight and structure to help you make confident, high-impact decisions. This is hands-on, executive-level support designed to drive sustainable growth.

Core:

  • Monthly bookkeeping review and cleanup (you or your team enter transactions)

  • (1) Business tax return preparation & filing

  • (1) Individual tax return preparation & filing

  • Quarterly estimated tax payment reviews

  • 1099 contractor prep and filing (max 25)

Advisory:

  • Monthly financial review and strategic analysis with custom reporting

  • Annual tax optimization checklist

  • Proactive tax planning service with quarterly reviews

  • Key Performance Indicators (KPI) tracking and trend analysis

  • Advanced cash flow analysis,

  • Annual budgeting and long-term planning

Support:

  • Priority access via email, phone, text, and video

  • Same-day response time

  • Unlimited scheduled calls

  • Ongoing strategic communication and availability

  • Treated as a trusted partner in your business

Additional options available:

  • Full-service bookkeeping available as an add-on

  • Payroll Services

  • Accounting Tech Advisory & Implementation

  • Budgeting and Forecasting

One Time Services

    • Annual business tax return preparation (LLC, LLP, S-Corp, C-Corp, Sole Proprietor)

    • Individual tax return preparation

    • Quarterly estimated tax calculations

    • Sales tax filing and compliance

    • 1099 preparation and filing

    • Tax planning and strategy sessions

    • Financial performance reviews

    • Budgeting and cash flow planning

    • Profitability analysis

    • Forecasting and goal setting

    • Accounting Systems & Tech Stack Advisory

    • On-call financial questions & decision support

    • Monthly or quarterly transaction categorization

    • Bank and credit card reconciliations

    • General ledger maintenance

    • Accounts receivable tracking

    • Accounts payable tracking

    • Monthly financial statements

    • Catch-up and cleanup bookkeeping

    • Accounting Software & Tech Stack Selection and Setup

    • New business setup and compliance checklist

    • Custom KPI dashboards or reporting packs

    • Entity selection guidance

    • Financial literacy and team training

    • Additional services available upon consultation

About Me

Hi, I’m Michael Bottala, a Certified Public Accountant (CPA) Helping individuals and small business owners simplify complexity, make smarter financial decisions, and build lasting success. With over a decade of experience working as a CPA, I bring practical expertise and forward-thinking solutions to taxes and financial strategy.

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

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!