Where we are located

LPC Tax is a virtual firm based in Silicon Valley, California. In-person meetings can be arranged in the Silicon Valley area by request.

How we give back

LPC Tax donates 5% of our revenue to GiveDirectly. GiveDirectly is a nonprofit that provides unconditional cash transfers to some of the world's poorest people. Recipients often spend grants on medicine, livestock, school fees, water, solar lights, irrigation, businesses to generate income, and more.

We are also proud to support measures that make filing taxes easier and less costly, such as:

• The IRS developing a modern free filing tool jointly with California and other states.

• Alternate pathways to CPA licensure, to make the profession more open and competitive.

Pricing

General notes on pricing (exceptions do apply but are rare):

• For tax preparation, we provide a fee estimate and charge within the estimated fee range. We generally do not charge based on hours worked.

• New clients will receive a fee estimate during our introductory call.

• Our fees start around $1,000 and vary depending on the complexity of the engagement. We are currently targeting fees in the roughly $1,500 - $2,100 range as an average pricing for our individual clients. For business and trust clients, typical fees would be in the $1,500 - $3,000 range.

• The chart below shows preparation fees for individual tax returns charged between November 1st 2025 and October 31st 2026, primarily the 2025 tax year. Note that this chart does include some friends and family and also that we expect more clients in the $1,500 - $2,100 range going forward.

Type of clients we serve

The vast majority of our clients are based in California and while we prepare other states, we are likely not the best fit for clients located in other states.

The examples below provide some highlights of the clients we serve. For a more precise idea of how we fit your needs, schedule an introductory call.

• Individuals

  • High earners seeking tax savings and reduced stress from return preparation

  • Start-up founders and employees with complex equity planning needs

  • Real estate investors with a range of rental properties

  • Taxpayers with foreign reporting requirements

  • Investors with complex portfolios including alternative investments

  • Delinquent taxpayers seeking to catch up on filing and have penalties abated

• Deceased individuals and estate returns

• Trust returns including admin trusts, bypass trusts, charitable trusts, etc.

• Mom-and-pop businesses such as:

  • Service industry businesses

  • Commercial and industrial businesses not subject to uniform capitalization rules

  • Real estate investment partnerships without complex special allocations.