Focus on Growth – We'll Handle Your Books & Taxes

Tailored bookkeeping and tax services that save time and maximize returns

Why

Clients Choose Us

Save on Taxes: Professional bookkeeping and tax prep help small businesses uncover overlooked deductions, with average annual savings of $5,000–$12,000 (depending on revenue and complexity).

Reclaim Your Time: Small business owners typically spend 10–20 hours per month on bookkeeping and admin tasks. Our tailored services free up 70–90% of that time, letting you focus on growth.

Peace of Mind: Accurate books and proactive planning reduce errors, penalties, and stress—while maximizing returns.

Free Consultation

Choose your pricing plan

Standard Package Bookkeeping
1,250$
Every month
Our Standard Package includes monthly bookkeeping, reconciliations, financial reports (P&L, balance sheet), bank feeds for QBO, and unlimited email support.
- Standard Package
Growth (multi-entity, payroll)
2,100$
Every month
Everything in Standard Payroll processing & filings Multi-entity consolidation Quarterly tax planning calls Custom dashboards & KPIs
- Bookkeeping Growth Package
- Bookkeeping Standard Package
Premium Package (5-7+ businesses)
3,000$
Every month
The Premium Package includes everything in Growth, full tax prep, proactive tax strategy, CFO-level advisory, priority support, and monthly reviews. Simplify finances and maximize savings.
- Bookkeeping Premium Package
- Bookkeeping Growth Package
- Bookkeeping Standard Package

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Who We Are

Our Mission

Dan Alvarez Bookkeeping & Tax Services is dedicated to empowering Orange County business owners with clear, accurate financial insights. Through comprehensive bookkeeping and expert tax preparation—specializing in multi-entity setups—we help clients save time, minimize taxes, and focus on growth. We deliver personalized, timely service that turns complex numbers into confident decisions.

Our Values

Integrity: Honest, transparent advice you can trust.

Accuracy: Precise books and compliance, every time.

Client Success: Your growth is our priority—we celebrate your wins.

Focus

Serving businesses throughout Orange County, CA, our team provides proactive tax guidance and streamlined bookkeeping tailored to your unique needs. As a QuickBooks Certified ProAdvisor, we leverage modern tools to deliver real-time clarity and maximum deductions.