Lindsey handles the full picture: tax preparation, year‑round planning, and bookkeeping for small business owners. Same advisor, same office, year after year.
Federal and California returns for W‑2 earners, dual‑income households, and individuals with more complex situations — RSUs, ESPP, stock options, rental property, K‑1s, and multi‑state income.
The work that actually moves the needle. Quiet, scheduled check‑ins so big decisions — a home purchase, a stock sale, starting a side business — get made with the tax picture in front of you.
Monthly bookkeeping for owner‑operators and small local businesses. Clean books, reconciled accounts, and reports a non‑accountant can actually read.
Returns for sole proprietors, single‑member LLCs, S‑corps, and partnerships — prepared by the same person who knows your books.
If a letter shows up in the mail, you forward it to Lindsey. As an Enrolled Agent, she's federally licensed to represent you directly before the IRS — and handle the California Franchise Tax Board too.
Switching firms shouldn't be painful. A short intro call, a secure place to upload your last two returns, and Lindsey takes it from there.
Pleasant Hill Tax Group isn't a high‑volume firm. Lindsey takes on a limited number of clients each year so the work stays personal and the response time stays fast.
For very large corporations, audit work, or international tax beyond a typical expat return, she'll happily refer you to someone she trusts.
A short intro conversation with Lindsey is the easiest way to figure out what you actually need — and what it would cost.