Tax Preparation
Individual and business returns, LLC, S-Corp and C-Corp filings, tax planning and IRS/FTB notice support.
Since 2017 · Orange County, California
Accounting & Tax,
Built for Clarity.
Tax preparation, bookkeeping, payroll and financial reporting for small businesses, real estate investors and property management companies.
2017Established
EAIRS Enrolled Agent
MAccMaster of Accounting
Yardi & QBOPlatform experience
CZ
- EAIRS Enrolled Agent
- MAccMaster of Accounting
- 2017Founded UBase
About
Your accountant should make the numbers clear, not complicated.
Founded in 2017, UBase Accounting & Tax helps individuals, small businesses, real estate investors and property management companies make informed financial decisions. Based in Orange County, California, we provide practical tax and accounting support with a focus on accurate records, clear reporting and responsive, personal service.
Claire Zhu, EA, MAcc
Founder & Principal Consultant
As an IRS Enrolled Agent with a Master of Accounting, Claire brings tax knowledge and accounting experience to each engagement. She works directly with clients, explains financial information in plain English, and focuses on practical solutions tailored to their needs.
UBase has a particular focus on real estate and property management accounting, including budgeting, cash flow forecasting, owner reporting, and financial reporting using Yardi and QuickBooks.
Accurate
Books reconciled and reviewed, returns prepared to current rules.
Responsive
Direct access to your accountant and a reply within one business day.
Clear
Reports written for owners and boards, in plain language.
Areas of expertise
- Tax Preparation
- Property Management Accounting
- Budget Preparation
- Cash Flow Forecasting
- Financial Reporting
- Owner Reporting
- Payroll & Sales Tax
- Yardi & QuickBooks
Monthly Bookkeeping
Ongoing bookkeeping for small businesses, handled every month.
I keep your books current in QuickBooks Online, so you always know where your business stands and your records are ready at tax time. Pricing is a fixed monthly fee, set after we review your business.
You get your own login to your QuickBooks Online file, so you can see your books whenever you like.
Who it’s for
- Restaurants
- Independent Drivers
- Dental Practices
- Law Firms
- Other Small Businesses
- Transaction categorization
- Bank and credit card reconciliation
- Month-end closing
- Monthly financial reports
- Your own QuickBooks Online access
Services
Everything your finances need, in one place.
Monthly Bookkeeping
Transaction categorization, bank reconciliation, month-end closing and financial reporting in QuickBooks Online, with your own login to your books.
Budgets & Cash Flow
Annual budgets, budget-to-actual analysis, 13-week cash forecasts and operating cash planning.
Payroll & Sales Tax
Payroll setup and processing support, payroll tax filings and sales tax compliance.
LLC Formation & S-Corp Election
Entity setup guidance, EIN, S-Corp election and post-formation bookkeeping and tax setup.
Property Accounting
Monthly reporting, owner reports and board packages for multifamily and rental portfolios.
Real Estate Focus
Financial clarity for property owners, investors & management companies.
Real estate accounting is different. We work in Yardi and QuickBooks and produce the reporting owners, lenders and boards expect.
Talk to Us- Property Management Companies
- Real Estate Investors
- Multifamily Owners
- Affordable Housing Operators
- Real Estate Investment Firms
Why Work With Us
A focused firm, a consistent standard.
Real Estate Industry Focus
Reporting built around properties, owners and portfolios.
Yardi & QuickBooks Experience
Fluent in the systems your team already uses.
Budget & Forecast Expertise
Plans you can actually run the business on.
Customized Reporting
Owner, board and management reports tailored to you.
Established Since 2017
Years of continuous service in Orange County.
Credentialed Professional
Enrolled Agent with a Master of Accounting.
Pricing
Transparent starting rates.
Individual Tax
$250+
Standard 1040 returns. Final price depends on forms and complexity.
Monthly Bookkeeping
$350+/mo
Fixed monthly fee based on transaction volume, account complexity and the agreed scope of work. Includes categorization, reconciliation, month-end close and reporting.
Hourly Services
$120/hr
Consulting and separately agreed hourly work. Not the standard monthly bookkeeping fee.
Rates are starting prices. Bookkeeping is quoted to your business: tell us about your transaction volume and accounts and we’ll send a customized quote. Request a bookkeeping quote
Contact
Let’s Talk
Tell us what you need. We typically reply within one business day.
- hello@ubaseat.com
- Phone
- 949-371-6683
- Location
- Orange County, California