Services organized around your financial future — not a checklist of forms.
Every service we offer answers a simple question: how does this improve your financial life? Below is the full range of work Joy provides for the families and businesses of Simi Valley and Ventura County.
Tax Planning & Preparation
Keep More of What You've Earned
Proactive Tax Planning
Multi‑year projections, entity strategy, retirement contributions, and quarterly reviews so taxes are shaped — not just filed.
Individual Tax Preparation
Federal, California, and multi‑state returns for W‑2 earners, sole proprietors, landlords, and complex household situations.
Business Tax Returns
S‑Corps, LLCs, partnerships, C‑Corps, sole proprietors, and nonprofits — filed thoroughly and defended if questioned.
Estimated Tax Guidance
Right‑sized quarterly estimates so surprises stay off the calendar and cash flow stays predictable.
Bookkeeping · Payroll · Accounting
Simplify Your Business
Bookkeeping
Monthly reconciliations, categorized transactions, and clean books you can actually make decisions from.
Cloud Accounting (QuickBooks Online)
Modern, secure workflows so you and your advisor share one clear source of truth.
Payroll Services
Reliable payroll runs, tax filings, W‑2s, 1099s, and year‑end paperwork.
Part‑Time CFO Services
Financial oversight, KPIs, and forecasting for growing businesses that aren't ready for a full‑time hire.
Internal Controls
Practical process and separation of duties so your business stays trustworthy as it grows.
IRS Representation
Navigate IRS Challenges
IRS & FTB Representation
As a licensed Enrolled Agent, Joy represents you directly before federal and California tax authorities.
Tax Notices & Correspondence
Calm, expert response to CP‑series notices, exams, and letters — start to finish.
Prior‑Year & Amended Returns
Catch up on missed years or correct past returns with confidence.
Installment Agreements & Resolutions
Realistic pathways forward when balances have grown beyond what a single check can solve.
Business & Financial Advisory
Plan With Confidence
New Business Formation
Entity selection, EIN, S‑Corp elections, operating agreements, and first‑year setup.
Business Entity Selection
Sole prop, LLC, S‑Corp, C‑Corp, partnership — chosen for how you actually operate.
QuickBooks Setup & Training
Certified ProAdvisor implementation, chart of accounts design, and one‑on‑one training.
Non‑Profit Organizations
Form 990 preparation, board reporting, and back‑office support for local nonprofits.
Year‑Round Advisory
Quarterly check‑ins and the trusted voice on the other end of the phone.
Not sure where you fit? Let's talk it through.
A short conversation with Joy is the fastest way to know exactly what your family or business needs — and what it doesn't.