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.
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
Schedule a Free Consultation
Book a 30-min call with RiteBook to discuss your needs.
Sign Engagement Letter
Clear scope, expectations, and timeline - no surprise.
Share Your Documents
Secure upload portal, no paperwork hassle.
Make Initial Payment
Begin your engagement with transparent, upfront pricing.
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
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.
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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.
Make a Payment
Securely pay your invoice online. All transactions are processed through our PCI-compliant payment portal.
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.
Secure Client Portal
Access your dedicated document hub — upload tax documents, download completed returns, and stay connected with your advisor.
Access Your Portal
Enter your credentials to access your secure document folder.
Sign In to Client PortalDon'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
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Contact Us
We're here to help with all your tax and advisory needs.
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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.