Tell me what you need help with.

We work with business owners, self-employed professionals, and people with investments, rentals, equity compensation, or income in more than one state. That includes owners of partnerships, LLCs, S corporations, and C corporations.

Kyle stays closely involved in each engagement, including the tax questions and decisions that need his judgment.

Yes. You can have the business and personal returns handled in one engagement, including how business income, owner pay, distributions, and payments carry into your personal taxes. The proposal lists the returns included.

Yes. With Collaboration, you can tell us what changed and ask whether to adjust a payment or set aside more for tax. Routine questions and estimate updates are included, along with a year-end check-in. If answering the question needs more extensive work, we explain it and any additional fee before starting.

No. The practice is based in Rohnert Park and works remotely with clients across the United States through a secure document portal. In-person meetings are available by appointment.

The fee depends on which returns you need, what is on them, the state of your records, and any work during the year. Use the calculator for an initial estimate. We agree on the work and fixed fee in writing, and discuss additional work before changing the fee.

Yes. Kyle Milner is a Certified Public Accountant licensed by the California Board of Accountancy. You can verify the credential through the California Board of Accountancy license lookup.

Send a short message about what you need help with, or book a free 15-minute introduction. We can discuss the work and fee from there. Keep tax documents out of the public form; we’ll provide a secure way to share them when needed.