Our Services
Whether you're an individual taxpayer, a self-employed contractor, or a small business owner, SD Prima offers tailored tax and accounting solutions to meet your needs.
We offer a full range of tax and accounting services to support your financial success year-round.
Below is a summary of the core services we provide:
Individual Tax Preparation
Federal and California state Form 1040 preparation
W-2 income and multiple job reporting
1099 income for freelance, contractors, interest, dividends, or unemployment
Rental property income (Schedule E)
Education-related credits (American Opportunity, Lifetime Learning)
Child tax credits and dependent care benefits
Retirement income reporting (SSA-1099, pensions, RMDs)
Health coverage reporting (Form 1095-A/B/C)
Multi-state tax filings
Amended returns (Form 1040-X)
IRS & FTB e-filing and refund tracking
Prior year return filings
Self- Employed & 1099 Filers
Full preparation of Schedule C (Profit or Loss from Business)
Form 1099-NEC and 1099-K income reporting (freelance, platforms like Uber, Etsy, Upwork, etc.)
Expense categorization and deduction analysis (home office, mileage, subscriptions, meals, etc.)
Self-employment tax calculation and optimization
Quarterly estimated tax planning (Form 1040-ES)
Net income calculation for mortgage applications or business loans
Depreciation for business equipment and vehicles
Late or amended filings for self-employed years
Accounting & Bookkeeping
Core Accounting Services
Financial Statement Preparation
General Ledger Maintenance
Chart of Account Setup and Maintenance
Bank Reconciliations
Financial Analysis and Reporting
Bookkeeping Services
Transactions Recording
Accounts Payable Management
Accounts Receivable Management
Expense Tracking and Categorization
Specialized or Add- on Services
Catch up Accounting and Bookkeeping
Clean- up Accounting and Bookkeeping
Budgeting and Forecasting
QuickBooks Online, Yardi, MRI setup, chart of accounts customization, and workflow design
Other Accounting Process Project e.g Bank transition, Master data clean up, etc
Contact us
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