Your Return Deserves a CPA.
Not a Pipeline.
Pocket CPA delivers precise, CPA-reviewed tax preparation and bookkeeping for individuals and business owners who expect more than a form and a bill.
What You Get With Pocket CPA
1:1 Direct CPA Access
Call the CPA, not the front desk.
Licensed CPA on every file
Not a preparer. Not junior staff. A licensed CPA.
We don't go silent during tax season
The most common CPA complaint in 6 words — every prospect has felt this
Clean, Organized bookkeeping
Year-round records that make tax season simple
Plain-English Explanations
We walk you through your return - no black box
CPA
Reviewed — every return
1:1
Direct CPA Access
5.0★
Google rating
100%
In-house — no offshore
10+ Years
CPA Experience
What a Volume Tax Mill Delivers
The Reactive Model
- Your return is processed, not reviewed
- Junior or offshore staff handles your file
- One annual touchpoint — no ongoing relationship
- Generic questions, generic answers
- You don't know who prepared your return
- Errors caught only after filing
- No one explains what's on your return
- You're a number in a queue
- Your return is processed, not reviewed
What Pocket CPA Delivers
The Professional Standard
- Every return reviewed by a licensed CPA
- In-house preparation — we know your file
- Year-round relationship and accessibility
- Specific, informed answers to your questions
- A named professional responsible for your work
- Accuracy built in before anything is filed
- We walk you through your return line by line
- You are a client — not a transaction
Who We Work With
Built for Clients With
Complex Tax Situations.
We work with individuals and businesses whose returns require real professional
attention — not software and a signature
Business Owners
01
Complex Returns Need a Professional, Not Software
Business income, deductible expenses, entity filings, estimated taxes — handled precisely by a CPA who understands your structure.
Multiple schedules · Entity returns · Annual bookkeeping
Self-Employed & 1099
02
Multiple Income Streams. We Handle It All.
Schedule C, estimated quarterly taxes, self-employment obligations — organized and filed correctly from the start.
Schedule C · Estimated taxes · Expense tracking
Real Estate Investors
03
Rental Income and Depreciation Done Right
Rental schedules, depreciation tracking, passive activity rules, and property transactions — prepared accurately every year.
Schedule E · Depreciation · Passive activity
High-Income Individuals
04
Complex W-2s, Investments, and Multi-State Filings
RSUs, deferred compensation, multiple state returns, and investment income — handled with the precision your return requires.
RSUs · Multi-state · Investment income
Medical Professionals
05
Practice Income and Complex Filings Handled Precisely
Whether you’re employed, practicing independently, or both — we prepare your return accurately and explain every line.
Practice income · Complex deductions · Multiple entities
First-Time Business Filers
06
Starting Out? We'll Set You Up Right From Day One.
New business, new obligations. We’ll set up your books, explain your filing requirements, and make sure year one is accurate.
Setup · Bookkeeping · First-year filing
Why Accuracy Matters
An Inaccurate Return Costs
More Than a CPA.
Errors, missed schedules, and incorrect filings lead to IRS notices, penalties,
interest, and amended returns — all of which cost more in time and money
than professional preparation upfront. The question isn’t whether you can
afford a CPA. It’s whether you can afford not to have one.
Our Services
Professional Tax & Bookkeeping
Done Right.
Every service is performed or directly supervised by a licensed CPA. In-
house. Accurate. Explained.
Individuals
01
Individual Tax Preparation
Accurate federal and state returns for individuals with complex filing situations — investments, rentals, RSUs, multiple states, and major life changes.
- Federal 1040 with all schedules
- State and local returns
- Rental income and depreciation (Schedule E)
- Investment and capital gain schedules
- RSU and stock option reporting
- Multi-state allocation
Businesses
02
Business Tax Preparation
CPA-prepared returns for sole proprietors, LLCs, S-Corps, and partnerships. Complex business returns require professional preparation — not software and a guess.
- Form 1120S (S-Corp)
- Form 1065 (Partnership/Multi-Member LLC)
- Schedule C (Sole Proprietor)
- State business returns
- K-1 preparation
- Estimated tax guidance
Year-Round
03
Bookkeeping & Accounting
Organized, accurate books are the foundation of an accurate tax return. Monthly bookkeeping so there are no surprises at filing and your records are always current.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Profit and loss statements
- QuickBooks Online management
- Catch-up and clean-up bookkeeping
- Year-end package for tax filing
IRS Support
04
IRS Notice & Amendment Support
Received a notice? Filed with errors? We handle IRS correspondence, prepare amended returns, and explain exactly what the IRS is asking — and what to do about it.
- IRS notice review and explanation
- Response letter preparation
- Amended return (1040-X)
- Penalty abatement requests
- Prior year return review
- Audit documentation support
Why Clients Trust Us
Three Things We Never
Compromise On.
Licensed CPA — Every File
Every return is prepared and reviewed by a licensed CPA. Not an enrolled agent. Not a seasonal preparer. A CPA — every time, without exception.
No Offshore. No Outsourcing.
Your documents, your data, and your return stay in-house. Handled by the professional you hired — not routed overseas to reduce costs.
Responsive by Design
Questions get real answers within one business day. You will always know the status of your engagement. We do not go silent during busy season.
Client Feedback
Accurate Work.
Real Relationships.
Zero Surprises.
Free Education
Understand Your Taxes.
Make Better Decisions.
Plain-English articles written by a CPA. No jargon. No generic advice.
Just useful information for filers who want to know what’s on their
return — and why.
Filing Guide
What to Bring to Your CPA: The Complete Tax Document Checklist
Every document typically needed for individual and business tax returns — organized by income type and situation.
Read Guide →
Deductions
Business vs. Personal: How to Categorize Expenses Correctly
What counts as a deductible business expense, how to document it, and the most common categorization mistakes.
Read Guide →
Bookkeeping
02
Why Your Bookkeeping Directly Affects Your Tax Return
Clean books produce accurate returns. Messy books produce errors, missed deductions, and IRS problems.
Read Guide →
Accurate · Responsive · CPA-Led
That's the Standard.
Schedule a Consultation.
Let’s review your tax situation together. A written fee quote before
any work begins — no surprises, no pressure.