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✦ Tax Planning ✦

Year-round tax planning for business owners.

Monthly advisory plans from our team so there are no surprises at filing time. Plans start at $399/month.

Book Free ConsultationCall 714-732-2017
Crownpoint Tax Advisory
Monthly Advisory Packages

Starts at $399/month.

Year-round advisory access — higher tiers include tax return preparation at no extra cost.

Crown Essentials
Sole proprietors & new businesses
Best for freelancers, new LLCs, and self-employed with straightforward finances.
$399/mo
  • ◆ Quarterly tax planning
  • ◆ Unlimited email support
  • ◆ Tax notice review
  • ◆ Bookkeeping oversight
  • Tax return preparation billed separately
Most Popular
Crown Growth
Growing businesses
Best for businesses doing $100K–$500K with employees, payroll, or multiple income streams.
$799/mo
  • ◆ Everything in Essentials
  • ◆ Monthly planning calls
  • ◆ Tax projections
  • ◆ Entity & payroll review
  • ◆ 1 individual or Schedule C return included
Crown Elite
Established business owners
Best for S-Corp owners, real estate investors, and high earners doing $500K+ who need advanced strategy.
$1,399/mo
  • ◆ Everything in Growth
  • ◆ Advanced tax strategies
  • ◆ IRS & FTB support
  • ◆ Unlimited planning meetings
  • ◆ All returns included (individual + business)
Tax Return Services

Return preparation is a separate one-time fee — unless you're on Crown Growth or Elite, where returns are included. Clients on Essentials can add a return at these rates.

Prices starting at

Individual Returns
Basic W-2 Return$350
Itemized Return$550
Rental Property Return$950
Multi-State Return$1,100
Business Returns
Schedule C$850
S-Corp (1120-S)$1,700
Partnership (1065)$1,800
C-Corp (1120)$2,500
How It Works

Getting started is simple.

No confusing paperwork. No back-and-forth. Four steps to total tax confidence.

1
Book a Free Call
30 seconds · No commitment
2
We Talk
No pressure · No pitch
3
You Get a Plan
Clear · Upfront · No surprises
✓
We Handle the Rest
Year-round · Proactive · Reliable
📅

Book a Free Call

Pick a time that works for you directly from our calendar. No phone tag, no waiting. The whole thing takes 30 seconds and you'll get an instant confirmation.

  • ◆ Choose a date and time that suits you
  • ◆ Get an instant calendar invite
  • ◆ No paperwork required yet
Schedule Now →

Click each step to explore

FAQ

Common questions.

What is an Enrolled Agent? +

An EA is the highest credential the IRS awards. We're federally licensed to represent any taxpayer in any IRS matter — audits, notices, appeals — in all 50 states.

How much does it cost? +

Monthly advisory packages start at $399/mo. Individual returns start at $350. Business returns start at $850. All flat-fee — no surprises.

I got an IRS notice. Can you help? +

Yes. As an EA, Crownpoint handles all IRS and FTB matters directly — audits, CP2000 notices, back taxes, and appeals. Don't respond alone. Call 714-732-2017.

Do you work outside California? +

Yes. We serve clients in all 50 states with no geographic restrictions, fully remote via phone, email, and secure document sharing.

Get In Touch

We'll get back to you within 24 hours.

Prefer to talk? Reach us directly by phone or email.

Book a Free Consultation 714-732-2017 paul@cp-tax.com Mon–Fri, 9am–6pm
What happens next
1. Crownpoint will review your message and reach out within 24 hours
2. Schedule a free 30-minute strategy call at your convenience
3. We review your situation and present a clear plan — no obligation
Start gathering your documents →

We never share your information.

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Crownpoint will be in touch within 24 hours.

Or call now: 714-732-2017
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