Tax Compliance Only (TCO)
Timely, accurate federal, state, and local tax return filing.
SMB CPA Group, PC is a CPA firm based in Los Angeles, California, serving clients nationwide. Clients choose us for sound, practical advice; high-quality, timely deliverables; and transparent communication — because we deliver excellence, not just our time.
The firm was established to provide personalized, thoughtful solutions to clients with moderate to advanced tax, accounting, and business matters. Our clients value guidance, timely insights, and results beyond mere compliance. We do not work with clients that have straightforward needs or that expect a transactional relationship.
Our Philosophy. Clients are not simply in need of services — they are in need of solutions. That means answers to compliance matters, guidance for the future, and clear, professional support in resolving complex issues. Understanding that difference has been critical to our clients' satisfaction and success.
How We Work. We work closely with business owners, closely held businesses, and individuals or households with moderate to advanced needs — through intuitive, organized, and frictionless processes supported by leading technology. Every engagement begins with a clear understanding of your needs, an honest assessment of mutual fit, and a defined scope of work. From there, we recommend one of three solution paths:
For clients who only require timely and accurate tax compliance, but have moderate to complex future needs.
For clients who desire proactive tax planning, strategy, and guidance alongside compliance.
For situations that demand a fully tailored engagement beyond our standard offerings.
Why We Are Different. We provide comprehensive accounting and tax solutions across six core industries. Unlike larger firms that focus on rigid internal processes and metrics, we remain focused on what truly matters: our clients' success.
Industry-focused accounting, financial reporting, tax, and general business advisory.
Investors, professionals, and operators with entity-level and individual complexity.
Creators, talent, and production businesses with multi-source income.
IT, cyber, and software consultants scaling owner-operated practices.
Law, consulting, and advisory firms that need partner-level financial clarity.
Studios, spas, and wellness operators with multi-location considerations.
Practices and groups navigating compliance, compensation, and entity structure.
Every engagement begins with a defined scope of work — so you always know what you are getting and what it costs.
Timely, accurate federal, state, and local tax return filing.
Year-round proactive planning, projections, and consultations alongside compliance.
Organized, technology-supported monthly accounting and financial reporting.
Operational and financial guidance for owner-operated businesses.
Reports and statements prepared to professional standards.
Agency notice response, examination support, and enforcement-facing representation.
Actual pricing depends on specific scope of work. Out-of-scope requests are priced separately. Schedule a meeting to discuss your specific situation.
Actual pricing will depend on specific scope of work. Out-of-scope requests are priced separately.
Annual federal, state, and local tax return filing only. Does not include planning consultations, advisory, or implementation.
Annual compliance plus year-round access for proactive planning, projections, and consultations. Covers most ad-hoc requests (e.g., agency notice review, information requests).
Annual federal, state, and local tax return filing only. Tiered-entity, multiple entity, and single beneficial owner scenarios are discounted to reflect efficiency.
Annual compliance plus year-round access for proactive planning, projections, and consultations. Tiered-entity and multiple entity scenarios are discounted to reflect efficiency.
Billed at our hourly market rate unless otherwise agreed to in writing. Includes specialized advisory on IRC § 199A, § 469, § 1031, § 83(b), § 1202, § 1244, QOZs, QSubs, QSST, and ESBT.
Single-tier entity structure; fewer than 2 states; $200,000–$500,000 in annual revenues; fewer than 3 employees; under 100 average monthly transactions; fewer than 3 financial accounts; within the industries our firm serves.
Established small businesses; fewer than 5 states; $500,000–$2,000,000 in annual revenues; fewer than 10 employees; under 250 average monthly transactions; fewer than 5 financial accounts; within the industries our firm serves.
Established businesses with a tiered entity structure; more than 5 states; over $2,000,000 in annual revenues; more than 10 employees; over 250 average monthly transactions; more than 5 financial accounts; within the industries our firm serves.
Note: We review entity structure, business model, annual revenues, number of employees, number of partners/shareholders, states of operation, banking and payments accounts, average monthly transactions, industry, and your specific requests, among other factors, to determine which tier applies and ultimately pricing.
An honest assessment of mutual fit comes before any engagement letter is signed.
Book time with us to introduce your situation, your entities, and what you are looking for in a firm.
Schedule NowWe review your needs in depth, assess mutual fit honestly, and define a clear scope of work.
We document the engagement in writing — scope, deliverables, and pricing — and get to work.
The Client ProcessResponsible, responsive, and they actually delivered on what they promised. Fees are on the higher end, but honestly it's worth the premium. Small firm, but big firm quality. Will be back for my other businesses.
Levon is the real deal. As a professional myself, I value having an accountant that communicates properly and takes data privacy seriously. Him and his team filed my individual and business taxes in a timely manner and kept me in the loop every step of the way. Great service and experience all around.
Levon did his job very well and in the timelines that he promised. In fact most of the time he has over-delivered. I am so happy with his work and will hire him if I require anything to be done next time.
I can't tell you how refreshing it is to have someone as detail-oriented, precise, and thorough as Levon. I have told so many people about him, and I truly don't think I'll ever even consider using another tax guy.
Every engagement begins with a clear understanding of your needs, an honest assessment of mutual fit, and a defined scope of work.