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Tax Planning

We prefer a proactive approach to tax preparation.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide individualized expertise, knowledge and solutions based upon your individual situation.  And because of our firm expertise in corporations, partnerships, LLC's, LLP's, estates, trusts and gifts, we can provide a holistic solution that considers all aspects of your personal and business finances.

Bookkeeping and Write Up

Meaningful, well organized financial records are essential to your business running efficiently and profitable.  Our qualified staff can assist you with the day-to-day tasks of bookkeeping and maintaining a quality set of books.  We are QuickBooks ProAdvisers and have significant firm experience with Sage accounting products as well. 

Financial Statements

No one loves to pay to have CPA Audited Financial Statements prepared.  But an Audit or Review provides assurance to your bankers, lenders and other business partners that your company is a good company to be in business with.  Such Financial Statements are not only often required in some businesses, but can also provide a competitive advantage when trying to secure new lines of credit, bidding on a job, or purchasing a new property.  Additionally, they are an opportunity to analyze and maximize the profitability and efficiency of your business. 

Filing Back Taxes and Tax Resolution Services

Not filing your tax returns can result in serious penalties including jail time.  Additionally, if you do not file. the IRS will eventually assess tax based upon the income information they have for you without giving you the benefit of any deductions.  Worse, they will immediately begin collecting that tax right away.  Don't let your fear of not knowing what to do or not being able to pay stop you from getting in front of the problem.  Our CPA's and EA's have a track record of successfully resolving back tax issues that includes Offers In Compromise, reduction or elimination of taxes due, penalties and or payment plans.

9042 Garfield Avenue, Suite 200, Huntington Beach, CA 92646

Tax Preparation

The IRS estimates it will take the average taxpayer 23 hours to prepare and file their own taxes.  Even using tax preparation software and online services requires a significant body of knowledge to minimize your taxes and maximize your refund.  Working with one of our tax professionals will ensure that you get the best knowledge and advice in tax preparation and minimize your chances of getting audited by the IRS.  Additionally our professionals are here year-round to answer your questions, not just during tax season.