Tax Preparation
Individual and business returns prepared with careful attention to income, investments, business activity, and California tax considerations.
Learn about preparation →California tax expertise
More clarity.
Fewer tax surprises.
Strategic tax preparation, proactive planning, and experienced representation for business owners and high-income professionals whose financial lives require more than basic tax filing.
Enrolled Agent
Encinitas-based
100% virtual
Core services
Tax support built around the full picture.
Whether you are filing, planning ahead, or responding to a tax problem, you receive clear guidance grounded in your actual circumstances.
Tax Planning
Projections and practical strategies to help you estimate liabilities, time important decisions, and avoid preventable surprises.
Plan ahead →Tax Representation
Professional help with IRS and state notices, unfiled returns, payment arrangements, penalties, audits, and collection matters.
Get help with a tax problem →Who we serve
For financial lives that have outgrown “simple.”
We work with California business owners, executives, investors, and high-income W-2 professionals who want their taxes handled with context—not as a once-a-year transaction.
Business owners
Entity and owner returns
Entity and owner returns
W-2 professionals
Equity, investments and multiple income sources
Equity, investments and multiple income sources
Growing families
Major financial transitions
Major financial transitions
Taxpayers with notices
IRS and state resolution
IRS and state resolution
“You should understand what is happening with your taxes, what comes next, and where you have choices.”
— Karla Navarro, EA
Founder, My Books and Taxes
Client experiences
Trusted by California tax clients.
Clear communication, careful work, and support through both routine and difficult tax matters.
★★★★★
“They make taxes painless and explain details each step of the process. They did both my business and personal taxes this season, and will definitely come back to them next year as well!”
Carlos M.
5-star Yelp review
★★★★★
“They are responsive and reasonable and painstaking. It is all virtual with a Zoom meeting to start you off. They have a secure portal for you to upload your documents.”
Otney B.
5-star Yelp review
★★★★★
“Professional, punctual, and helpful. Very responsive and attentive. Highly recommended. Solving tax issue with IRS and Karla knows her stuff.”
Igor B.
5-star Yelp review
Additional business support
Bookkeeping, when it supports the tax work.
Limited bookkeeping, cleanup, and QuickBooks Online services are available for qualified business clients. These services support reliable tax reporting and better decisions, but they are no longer the center of our practice.