Services

White Sands Tax Services provides tax preparation, bookkeeping, and year-round support for individuals, families, and small businesses. Whether you prefer to work with us in person or remotely, we focus on clear communication, organized records, and helping you understand what’s happening with your finances. We take an educational approach rooted in compliance, explaining tax rules, options, and planning considerations so you can make informed decisions and legally minimize your tax liability. We serve clients from any state.

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Choose What You Need

Individual & Family Tax Prep

Best for: W-2 + 1099, investments, life changes, multi-state moves

You get: prepared return + review meeting + e-file + copy for records

Book free tax consult

Self-Employed / Small Business

Best for: Schedule C, side gigs, organizing income and expenses

You get: return + guidance on tracking + coordination between books and return

Book business tax consult

Bookkeeping + Year-Round Support

Best for: monthly reconciliation, cleanup/catch-up, ongoing reporting

You get: categorized transactions + reports + cleanup support (as applicable)

Request bookkeeping consult

We prepare accurate, thorough federal and state income tax returns for individuals and families. Our focus is on making sure your return is complete, your questions are answered, and you understand the results—not just the final number.

Individual & Family Tax Preparation

  • W-2 income

  • 1099 income (interest, dividends, contract work, and more)

  • Itemized deductions, credits, and common tax benefits

  • Multi-state returns and life changes (moves, marriage, dependents, etc.)

If you’re not sure how complex your situation is, we’ll talk it through during your free consultation and let you know what to expect.

We work with self-employed individuals, side-gig earners, and small business owners to help organize income and expenses and prepare accurate tax returns. Our goal is to help you understand what you owe, why you owe it, and identify opportunities to minimize what’s owed, while staying organized and confident going forward.

Small Business & Self-Employed Support

  • Sole proprietors and single-member LLCs

  • Side-gigs and freelance income

  • Basic guidance on tracking business income and expenses

  • Coordination between your books and your tax return

If your books are not perfectly organized yet, that’s okay. We can help you understand what you have, what’s missing, and what to improve for future years.

Accurate, up-to-date books make tax time much easier and give you a clearer picture of how you’re doing throughout the year. We offer bookkeeping services that match your needs, from simple cleanup to ongoing support.

Bookkeeping, Payroll & Year-Round Support

  • Monthly or quarterly transaction categorization

  • Payroll management

  • Financial reports to help you understand your income and expenses

  • Bookkeeping cleanup and catch-up for prior periods

We approach bookkeeping as educators as well as practitioners, taking time to explain what the numbers mean so you can make informed decisions.

Not sure where your situation fits?

Many clients come to us unsure whether they need bookkeeping help, tax preparation, or both. That’s completely normal. During your first free consultation, we’ll talk through your situation, answer your initial questions, and recommend the best next steps.

If you’re in Southern California, you can give us a call and stop by our office!

Schedule a free consultation

See our “Tax Tips” page for free tips and tricks when it comes to taxes, filing, and bookkeeping!

Services FAQ

  • White Sands Tax Services provides:

    • Individual & family tax preparation

    • Small business / self-employed tax support

    • Bookkeeping, payroll support, and year-round help (including cleanup/catch-up when needed)

  • We work with individuals, families, and small businesses—including W-2 earners, 1099 contractors/freelancers, and sole proprietors/single-member LLCs.

  • Yes—by appointment at our Long Beach office.

  • Yes. We’re set up for a smooth remote process using a secure online portal for document upload, messages, and e-signatures.

  • We service clients from any state.

  • It’s a quick, focused conversation to understand your situation, answer your top questions, and map out next steps—whether that’s filing a return, getting bookkeeping under control, responding to a notice, or doing planning before you file.

  • Before you book, it helps to jot down:

    • Your filing type (individual/joint/business) and tax year(s)

    • Any deadlines you’re trying to meet

    • Your top 3 questions

    • If you received a notice: the agency and notice/letter number

  • We prepare accurate federal and state returns, including:

    • W-2 income

    • 1099 income (interest, dividends, contract work, and more)

    • Itemized deductions and common credits

    • Multi-state returns and common life changes (moves, marriage, dependents, etc.)

  • Yes. We work with self-employed individuals and small business owners to organize income/expenses and prepare accurate returns. We also focus on helping you understand what you owe, why you owe it, and how to stay organized going forward

  • Yes. If your books aren’t perfectly organized yet, that’s okay. We can help you understand what you have, what’s missing, and what to improve for future years.

  • We use a secure online client portal so you can upload documents, sign forms, and communicate with us from anywhere.