Tax Projections

Not sure how much to pay in estimated taxes? Getting a huge tax bill when filing your taxes? Avoid surprises  by getting a projection that estimates how much your tax bill will  be so you can take action and start saving. 

Tax Planning

Is your business entity the best one for tax purposes? Do you own several businesses and want to minimize taxes? Do you own rental property? A Tax Plan can help you not only knowing how much you will owe but also  find the best strategies  you can implement to reduce your taxes in the long run.

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My Books and Taxes

We help Legal Pros increase their bottom line by 20%

With Strategic Bookkeeping and Advanced Tax Planning. You also save 7+ Hrs/Week with the work we take out of your plate so you have more time to get and serve more clients and build a 7-figure practice.


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You are unique

Your Firm Is UNIQUE & So Are Your Accounting NEEDS

We specialize in YOUR Industry so WE know exactly the risks you face when not handling your client TRUST funds as required by the State BAR

For your IOLTA Accounts:

  • 3-Way Monthly Reconciliation and Reports. 

  • Support in case of State BAR Audit of your Trust Account (s). 

  • Help Developing a Billing Workflow that keeps your Clients' Trust Accounts in Balance at all times. 

  • Let's Talk!

    Our services

    Tailored to your specific INDUSTRY needs


    Part-Time Virtual CFO and Advisory

    Part-Time Virtual CFO and Advisory

    Let us help you dive deep into your financials, set up a plan to take you from where you are today to where you want to be in a year or two. Let us guide you to future success! 

    Learn More
    QuickBooks Online Setup and Cleanup

    QuickBooks Online Setup and Cleanup

    We will set up your books according to your legal entity and what will be useful for your business. 

    Our team will help you get your books cleaned up, caught up, and ready for tax season!

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    Business and Individual Tax Prep

    Business and Individual Tax Prep

    Stop trying to file your taxes by your own. Let our team of experts make sure you are not missing deductions and avoid penalties and interests for errors in your tax return. All from the confort of your Home!

    Learn More
    Tax Projections and Planning

    Tax Projections and Planning

    Effective tax preparation and planning can hep you minimize your future tax liability. Don't get a surprise when filing your taxes. Know in advance how much will you owe and how much your estimated taxes should be.

    Learn More

    Our team

    Our main GOAL is to provide you with the level of service and COMMUNICATION your business needs to thrive

    Karla Navarro

    Karla Navarro

    Founder, Enrolled Agent,    B.S. in Accounting

    Ana Montero

    Ana Montero

    Account Manager, Certified Bookkeeper

    Andrea Ocariz

    Andrea Ocariz

    Account Manager, Certified Bookkeeper

    Mary Rodriguez

    Mary Rodriguez

    Tax Preparer

    One Team One Goal

    Our clients

    We don't have a business without you and without your TRUST. That is our biggest ASSET

    "Karla has a personal, proactive approach to guide me with the financial running of my business and is always available either via email or telephone. I have a real sense of security knowing there is always quality advice on hand as my business grows and I have to make more decisions. I would highly recommend her service. She has helped me feel less stressed about my business and what to expect in the future."

    Miros Rodriguez

    Miros Rodriguez

    Realtor, California USA

    "P√Ętisserie Rotha has been working with Karla since it opened over a year ago. We have much appreciated the professional bookkeeping that has helped our small business flourish in order to reach financial stability and success. 

    Karla responds quickly to requests and simply gets the job done!"

    Rotha Ieng

    Rotha Ieng

    Chef, California USA

    "We started a new business and had concerns about navigating the financial side of things. Karla has helped us understand how best to structure our business entity so it works for us.

    Doing taxes with Karla and My Books and Taxes is fast and streamlined so it can all be done virtually. We will definitely continue to use her service."

    Stephanie Wright

    Stephanie Wright

    Business Owner, California USA

    Why choose VIRTUAL services

    We are technology savvy and we are always looking for the last applications that helps STREAMLINE our and your processes

  • Huge savings compared to hiring an employee

  • By choosing us, you will save money on associated costs that come with hiring an employee - such as payroll tax, employee benefits, equipment, and recruiting & training.


  • Get back your time and also Money

  • When you focus on your profit-generating activities and take care of your clients your business grows. Let us take care of the accounting tasks so you can get back to doing what you intended when started your business.


  • No Hidden Costs

  • We offer our services at a Fixed Monthly Rate. No Surprises! We don't charge you for our meetings, emails, or phone calls. 


  • Get your Numbers under Control

  • By understanding your financial statements, you will have the confidence to make educated financial decisions to meet your business goals.


  • Proactive Team

  • We are always keeping an eye on the financial health of your business and developing strategies for improvement. Think of us as your silent, financial partner helping you grow your business.


    Schedule an Introductory Call
    Multiple services

    Our Certifications

    We keep up to date with new LAWS, TRENDS, APPS, and any other thing that can help us PROVIDE you with better service

    Interested in some READING? 

    Get the FREE eBOOK "The 7 Legal Loopholes for Lawyers" 

    7 Legal Tax Loopholes for Lawyers

    7 Legal tax loopholes for lawyers

    This FREE eBook contains 7 strategies every lawyer should be implementing to reduce your taxes and keep more of your earned money in your pocket. 

    Get my FREE Copy