Individual Tax
Federal and state returns, trusts, multistate filings, estimates and complex personal tax situations.
View individual services →Accounting · Tax · Consulting
Financial & Tax Guidance For Businesses & Individuals.
A Tax Advisory & Business Consulting Firm
Personal accounting, tax & business guidance from our Monterey office. Practical advice, careful preparation and direct relationships with experienced professionals.
25+Years of experience
2,800+Clients served since 2023
Adolfo Herrera purchased the firm in 2023, continuing A.J. Houston’s legacy. Clients served reflects estimated engagements during 2023–2026.
Personalized services
Accounting, Tax & Consulting.
Support for annual filings, everyday accounting and complex tax matters.
Business Tax
Partnership, S corporation, C corporation, Nonprofit and entity guidance for closely held organizations.
View business services →Tax Resolution
IRS and State problems? We can help. No-fee amended-return review, notices, late returns, penalty relief, representation and tax-problem resolution.
View resolution services →Tax Planning
Creative, practical tax strategies aligned with changing personal and business needs.
View planning services →Accounting
Bookkeeping and experienced cleanup of incomplete or disorganized records.
View accounting services →Specialized Filings
Foreign reporting, gift tax, business property tax, sales tax and other specialized filings.
View specialized services →Personal service
Experienced Advice, Direct Relationships.
We begin with your situation and goals, then accept the work when our experience can provide meaningful value. You work directly with the professionals responsible for your engagement.
Meet the firm →A consistent process
Clear From The Beginning.
Review the need, agree on scope, gather records and complete the work.
STEP 01
Initial Review
Discuss the need, relevant changes and any filing or response deadlines.
STEP 02
Scope & Fee
Confirm where the firm can add value and define the expected work and fee.
STEP 03
Information Gathering
Collect the records and answers required to complete the work accurately.
STEP 04
Completion & Guidance
Review the completed work and identify practical next steps.
Typical fees
Clear Fees, Confirmed In Advance.
Fees reflect the usual scope of work. Your fee is confirmed before work begins.
Individual returns
$300
Federal Form 1040 and California Form 540Business returns
$1,500
Partnerships, corporations and nonprofitsTax resolution
$300/hr
IRS & state tax matters; project fees quoted when appropriate“Accounting is the language of business.”Warren Buffett