What makes Egret different?
Many of our clients came to us after being let down by a previous accountant. Today, they call us their “forever accountant.”
We are thorough, honest, communicative, and we take the time to understand your situation. When we spot a problem or an opportunity, we tell you right away.
We handle your accounting, tax, and advisory under one roof, so nothing falls through the cracks between providers. One team that knows your whole picture means fewer surprises and better decisions.
Can you help me pay less tax?
Yes. Every situation is different, so there’s no one-size-fits-all answer. We take the time to understand your business, income, and goals, then look for every legitimate way to lower your tax bill.
That can include:
- Making sure you’re claiming every deduction and credit you qualify for
- Choosing the right business structure, such as an S corporation, when it makes sense
- Timing income, expenses, and major purchases
- Planning retirement contributions that lower your taxes now
We plan year-round, not just at tax time, and we’ll only recommend what makes sense for you.
I have unfiled returns and IRS letters. Can you help?
You’re not alone, and it can be fixed. We help clients get caught up with both the IRS and the California Franchise Tax Board.
Our process:
- Review. We pull your IRS and FTB records to see exactly what’s filed, what’s missing, and what you owe.
- File. We prepare any unfiled or back returns, often lowering the balance the IRS estimated for you.
- Resolve. We respond to notices and work out a solution, such as an installment agreement, penalty abatement, or an offer in compromise when you qualify.
Notices have deadlines, and penalties and interest grow over time. The sooner you reach out, the more options you usually have.
Once you’re caught up, we help you stay that way with ongoing bookkeeping, tax planning, and on-time filing. We fix it, then we stay.
Do you work with clients outside Sacramento?
We are based in Sacramento and work with clients across the country. Meetings are by phone or video, and documents are exchanged securely online.
How does pricing work?
Every engagement is quoted up front based on the work involved: entity type, transaction volume, number of returns, and the services you need. You’ll know the price before we start. See our service pages for typical price ranges.
Tax preparation and other one-time compliance work is paid in full before we begin. Ongoing bookkeeping and advisory services are billed as a flat monthly fee, so there are no surprise invoices. If we find something outside the original scope, we’ll talk with you before doing any additional work.
To get a quote, schedule a consultation and we’ll review your situation together.
How do we get started?
Book a free discovery call. We will get to know your situation and present you with options and pricing.
In some cases, we may ask to review ledgers, tax transcripts, and other financial information in order to give you a quote.
If you would like to move forward with us, we will send you an engagement letter and collect payment. Our onboarding process is simple and secure, see our onboarding process.
