RiteBook Tax & Advisory

Your Finances. Done Right. Every Time.

Tax preparation, planning, bookkeeping, and advisory services for individuals, families, businesses, and investors — with the personal attention you deserve.

Tax Compliance Guru
Multi-State Expert
ASC 740 Specialist
All Work Performed In the U.S. — Never Outsourced

Built for People Like You

Individuals & Families

Simple returns to complex planning — we handle it all.

Small & Mid-Size Business Owners

Bookkeeping, tax return filings, and tax planning and strategy.

Real Estate Investors & Developers

Depreciation, 1031 exchanges, rental income optimization.

Gig Workers & Freelancers

Self-employment taxes, quarterly estimates, deductions.

Crypto & Digital Assets

Crypto gains, losses, reporting, and planning.

Multi-State Filers

Investment income across state lines? We navigate it for you.

Getting Started Is Easy

1

Schedule a Free Consultation

Book a 30-min call with RiteBook to discuss your needs.

2

Sign Engagement Letter

Clear scope, expectations, and timeline - no surprise.

3

Share Your Documents

Secure upload portal, no paperwork hassle.

4

Make Initial Payment

Begin your engagement with transparent, upfront pricing.

5

Relax While We Work

Accurate, on-time filing and proactive planning.

What Our Clients Say

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We are committed to earning 5-star service from every client. Book your free weekend consultation to get started.

Ready to Take Control of Your Taxes?

Schedule a free 30-minute weekend consultation with RiteBook.

About RiteBook Tax & Advisory

A tax and advisory practice built on precision, transparency, and the belief that great tax work changes lives.

Your Tax Advisor. Your Advocate.

RiteBook Tax & Advisory was founded on a straightforward idea: every client deserves the same level of precision and proactive counsel that Fortune 500 companies take for granted. The RiteBook team brings deep technical expertise — spanning individual returns, complex business structures, multi-state compliance, and income tax provisions — to individuals and businesses who have been underserved by transactional, once-a-year tax preparers.

The RiteBook team has worked across public accounting and industry, giving clients access to the kind of insight that only comes from seeing tax problems from every angle. All work is performed in the United States — your data is never sent offshore or handled by foreign contractors. We proudly serve clients nationwide, providing the same level of rigor and responsiveness no matter where you live or operate. Whether you're a freelancer filing your first Schedule C, a real estate investor structuring a 1031 exchange, or a business needing a GAAP-compliant income tax provision, you get the same rigorous, personalized attention.

RiteBook Tax & Advisory provides fractional tax manager and fractional tax director support for companies that need senior‑level tax expertise without hiring a full‑time tax professional. We review tax returns prepared by outside accounting firms to ensure positions are accurate, gather and organize data for tax information requests, and prepare GAAP‑compliant income tax provisions. Our fractional tax leadership gives businesses reliable, on‑demand tax department support — the precision of an in‑house tax manager with the flexibility of an outsourced solution.

What Sets RiteBook Apart

Direct Expert Access

You speak directly with a RiteBook team member — not a call center, not a junior associate. Real answers from seasoned tax professionals who know your situation.

Year-Round Partnership

Tax planning isn't an April event. We work with you throughout the year so every financial decision is made with tax awareness built in.

Accuracy & Integrity

Every return, every provision, every plan is built on documentation and defensible positions. We don't cut corners — we protect yours.

Credentials & Areas of Expertise

Deep Tax Expertise

Extensive experience across public accounting and industry. All work performed in-house in the United States — your financial data is never outsourced or sent offshore.

ASC 740 Specialist

GAAP income tax provision preparation for C corporations, including deferred tax, valuation allowance, and uncertain tax positions.

Multi-State Tax Expert

Nexus studies, state sourcing, nonresident withholding, and multi-state compliance for businesses operating across state lines.

Real Estate & Construction

1031 exchanges, cost segregation, depreciation, passive activity losses, percentage of completion, and capital gains planning.

Crypto & Digital Assets

Full on-chain history reconciliation, DeFi, NFTs, staking income, Form 8949 preparation, and digital asset planning.

Business Tax & Entity Planning

Entity selection, S-Corp elections, partnership returns, business acquisitions, exit planning, and bookkeeping.

Ready to Work with a Team That Actually Knows Your Name?

Schedule a free 30-minute weekend consultation with RiteBook.

Comprehensive Tax & Advisory Services

From bookkeeping to tax preparation and planning, we deliver personalized solutions that help you keep more of what's yours.

Transparent, Flat-Fee Pricing

No hourly surprises. Know your cost upfront.

All work performed in the U.S. — never outsourced abroad.

Compliance Only

Starting at

$750

Per filing / engagement

Pure tax compliance — accurate, on-time filing with no year-round advisory or forward-looking planning included.

  • Federal & state tax return preparation
  • Accurate, on-time filing
  • Secure document collection
  • Filing confirmation & copy provided
  • No tax projections
  • No planning or strategy
  • No year-round advisory
RECOMMENDED

Compliance + Planning

Starting at

$150/mo

Billed every 3 months · return included

Everything in Compliance Only — plus proactive year-round planning, tax projections, and strategy so you never get surprised at filing time.

  • Everything in Compliance Only
  • Year-round tax planning & strategy
  • Tax projections & estimated payment guidance
  • Proactive deadline reminders & tax calendar
  • Routine IRS & state notice review
  • Mid-year check-in consultations
  • Annual return preparation included

Enterprise / Custom

Tailored Quote

Custom

High-touch, white-glove service for complex needs.

For businesses and individuals with multi-entity structures, multi-state filings, or specialized advisory needs that go beyond a standard engagement.

  • Fully customized scope & deliverables
  • Multi-entity & multi-state compliance
  • ASC 740 income tax provision support
  • Strategic tax planning & year-round advisory
  • Priority response & direct access
  • Monthly bookkeeping & financial statement preparation
  • Custom pricing based on engagement scope

Common Questions

Ready to Get Started?

Your Tax Resource Library

Expert insights, guides, and tips to help you stay ahead of your taxes.

Stay Ahead of Tax Changes

Get expert tax tips and updates delivered to your inbox.

Free Download: 2025 Tax Prep Checklist

Everything you need to gather before tax season.

W-2s & 1099 Forms
Receipts & Deductions
Prior Year Tax Return
Business Income Records

Make a Payment

Securely pay your invoice online. All transactions are processed through our PCI-compliant payment portal.

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Payment Details

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RiteBook Tax & Advisory uses a third-party PCI-compliant payment processor. We do not store your credit card information.

Client Portal

Secure Client Portal

Access your dedicated document hub — upload tax documents, download completed returns, and stay connected with your advisor.

Bank-Level Encryption Cloud-Powered by Microsoft 365

Access Your Portal

Enter your credentials to access your secure document folder.

Sign In to Client Portal

Don't have access yet? Contact us to set up your secure client account.

What You Can Do in the Portal

Upload Documents

Securely submit W-2s, 1099s, receipts, bank statements, and any other tax documents.

Download Returns & Reports

Access completed tax returns, financial statements, and prior-year documents at any time.

Stay Informed

Receive deadline reminders, document requests, and status updates — all in one place.

Portal Coming Soon

We are currently setting up your secure client portal. You will receive an email invitation once your account is ready.

Contact Us

We're here to help with all your tax and advisory needs.

Send Us a Message

Contact Information

Email: info@ritebooktax.com

Phone: (909) 521-0719

Mailing Address:
1508 Barton Road #138, Redlands, CA 92373

Hours:
Mon–Fri: 9 AM – 6 PM PT
Extended hours during tax season

Free 30-Minute Consultation

Discuss your tax situation, goals, and find out how we can help — at no cost.