MSG Tax & Accounting, Inc.
We provide year-round tax preparation, planning, and bookkeeping with transparent, fixed monthly pricing—keeping you compliant, informed on ever-changing tax laws, and never afraid to ask questions.
📍 Works with clients in California
0
Client Reviews
$250 to $2,500
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
My ideal client is a proactive small business owner or real estate investor who values staying compliant with bookkeeping and tax obligations, while actively seeking expert tax planning to maximize savings. They are forward-thinking and interested in using the tax code strategically to build long-term wealth and support their future retirement goals. This client appreciates year-round guidance, prefers fixed-fee services for predictability, and wants a trusted advisor who can help them make informed financial decisions and turn tax strategy into a tool for lasting financial growth
Clients who wouldNOTbe a good fit
A less ideal client is someone who is highly disorganized, tracks income and expenses informally—such as jotting figures on napkins or storing receipts in shoeboxes—and expects their CPA to "work magic" without providing accurate or timely information. This approach not only complicates the bookkeeping and tax preparation process, but also increases the risk of errors, missed deductions, and potential audits. Clients who are unwilling to adopt basic financial systems or collaborate consistently create challenges that undermine effective planning and compliance, ultimately limiting the value a CPA can provide.
Minimum Financial Requirements
Annual Income
$500,000
Annual Revenue
$500,000
Client Specialties
Services Offered
Service Pricing
Monthly Fixed Fee
$250 to $2,500
Project-Based Fee
$350 to $2,500
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
MSG Tax & Accounting, Inc. 's Tech Stack
About MSG Tax & Accounting, Inc.
MSG Tax & Accounting, Inc. is a full-service CPA firm dedicated to providing year-round tax preparation, strategic planning, and reliable bookkeeping for individuals and businesses. With a focus on proactive compliance and education, we help our clients stay ahead of constantly evolving tax laws. Unlike traditional firms, we offer fixed monthly pricing—eliminating hourly billing surprises and fostering open, ongoing communication without fear of unexpected invoices. At MSG Tax & Accounting, Inc., our mission is to empower clients with clarity, confidence, and consistent support in all aspects of their financial life.
Disclaimer
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I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!"
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