Tax Preparation Services in Pasadena, CA
From simple individual returns to complex multi-entity business filings — we prepare and file with precision.
Schedule a Free Call →Tax services we provide
Individual Returns (1040)
W-2 employees, freelancers, investors, and rental property owners — we handle all levels of complexity.
Business Returns
S-Corps (1120-S), partnerships (1065), and C-Corps (1120) prepared accurately and filed on time.
HOA Returns (1120-H)
Homeowners associations have unique tax rules. We specialize in HOA filings and compliance.
Multi-State Filing
Work or earn income in multiple states? We handle the complexity so you stay compliant everywhere.
Tax Planning
Year-round strategy to minimize your tax liability — not just a once-a-year scramble.
Amended Returns
Made an error on a prior return? We file amendments and help you recover any overpayments.
Tax Preparation FAQs
Common questions from individuals and small business owners in Pasadena and Los Angeles.
How much does tax preparation cost for a small business in Pasadena?
Balance Beam charges flat rates for tax preparation — no hourly billing. Individual returns (1040) start at $350. Business returns (S-Corp 1120-S, Partnership 1065) start at $750. Pricing depends on complexity, number of schedules, and whether bookkeeping cleanup is needed before filing. We provide a clear quote after a free consultation.
Do you prepare taxes for self-employed and 1099 contractors?
Yes. Self-employed individuals and 1099 contractors are one of our most common client types. We handle Schedule C preparation, self-employment tax calculation, quarterly estimated tax planning, and home office and vehicle deductions. We also help you avoid underpayment penalties by setting up a quarterly payment schedule.
Can you file taxes for multiple states?
Yes. We prepare and file multi-state returns for clients who live, work, or earn income in more than one state. California has complex residency and source-income rules — we ensure you are correctly apportioning income and claiming any credits for taxes paid to other states.
What documents do I need to provide for tax preparation?
We send you a secure client checklist after onboarding. Typically you will need W-2s, 1099s, prior-year return, mortgage interest statements (1098), investment account statements, and any business income/expense records. If you are a Balance Beam bookkeeping client, your books are already organized and we pull the data directly.
Do you offer year-round tax planning, not just tax season filing?
Yes. Tax planning is included in our business tax packages and available as a standalone service. We review your situation mid-year, model different scenarios (S-Corp election, retirement contributions, equipment purchases), and give you specific actions to take before December 31 to reduce your tax bill.
Let's get your taxes done right.
Schedule a free call to discuss your situation and get a clear quote.
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