Tax · Bookkeeping · Coaching
Building foundations of profitability.
Bookkeeping, tax preparation and financial coaching for individuals and businesses in 48 states. We take the stress out of your finances so you can focus on growing your business and reaching your goals.
- 2005Serving clients since
- 48States served
- EveryReturn reviewed by our founder
Filed an extension? Extended returns are due October 15.
What we do
From your first return to your fifth location.
Start-ups, established businesses and individuals, with every part of the financial picture in one place.
Tax Preparation & Planning
- Individual returns
- Self-employed and gig income
- Rental property
Bookkeeping & Monthly Financial Reports
- Monthly bookkeeping
- Monthly and quarterly reports
- QuickBooks setup and training
IRS Letters & Audit Help
- Notice review
- Written responses
- Audit preparation
Business Formation Services
- Entity selection
- Formation filings
- EIN application
Financial Coaching
- Budgeting strategies
- Savings plans
- Tailored guidance
Business Management for Entertainers & Athletes
- Financial management
- Business management
- Tax planning for variable income
Monthly financial reports
Numbers you can actually use.
Monthly and quarterly reports, prepared accurately and on time, so you can monitor operations, control costs and position the business to grow.
- 01
Find cost savings
See which costs are climbing and which ones can come down.
- 02
Decide with confidence
Reports written to answer a question, not raise three more.
- 03
Borrow on better terms
Professionally prepared statements strengthen your case with a lender.
How it works
Three steps, no surprises.
- 1
Book a time
Pick an appointment online, or call. We'll tell you exactly what to bring.
- 2
Share your documents
W-2s, 1099s, statements and last year's return. We organize everything else.
- 3
Review, then file
Our founder reviews every return before it's filed, and you get a clear explanation of the result.
Specialized services
For entertainers, athletes and high earners.
Financial management for entertainers, professional athletes and high-net-worth individuals, plus business management services that oversee the details of a growing business.
Living tax calendar
What's due next.
Federal dates for calendar-year filers. This list updates itself as each date passes.
IRS deadline · in 17 days
Extended 2025 individual returns due
Planning · in 94 days
Last day for 2026 tax moves
IRS deadline · in 109 days
Fourth-quarter 2026 estimated tax due
IRS deadline · in 126 days
W-2s and 1099-NEC due
IRS deadline · in 168 days
Partnership and S-corporation returns due
IRS deadline · in 199 days
2026 individual returns due
IRS deadline · in 260 days
Second-quarter 2027 estimated tax due
IRS deadline · in 352 days
Third-quarter estimates and extended business returns due
IRS deadline · in 382 days
Extended 2026 individual returns due
The team
Real people, and a second set of eyes on every return.
“I'm still here, and I review every tax return to make sure everything's spot-on.”
Who reviews my tax return?
Every return is reviewed by our founder before it is filed, including returns prepared by our team.
Do you work with clients outside California?
Yes. Sound Profit has served individuals and businesses in 48 states since 2005.
How much does tax preparation cost?
Individual returns start at $350 and married filing jointly is $450. Seniors and dependent returns start at $75, and new individual clients get $25 off. See the pricing page for everything else.
Can you help with a letter from the IRS?
Yes. We read the notice with you, explain what it is asking for, and prepare the response and records before the deadline.
Do you set up and support QuickBooks?
Yes. We set up QuickBooks, train you on it, and can keep your books for you every month.