We specialize in small business tax returns for LLCs, S-Corps, and Partnerships, as well as complex individual tax returns, including investment and rental income. Our goal is to provide clear, accurate tax guidance tailored to your needs.
Upload all your tax documents using our encrypted client portal.
Visit our Orange County office and work with your tax advisor.
Gather all your documents, drop them off anytime at our office.
Our Tax Services
How it works
This year we are making it easier than ever to file your tax return. Either upload your tax documents using our encrypted client portal or drop them off in person at our office.
After you finish a brief tax interview in your client portal a licensed tax advisor will contact you with any follow-up questions they may have regarding your tax return.
When your tax return is finished, typically within 5-7 business days, you will have the option to either self-review or review with your tax advisor. This is the same tax advisor you will have access to year-round and work with as long as you are our client.
Licensed Tax Advisor Services in Orange County.
We'll be with you every step of the way, whether you are being audited or need advice to develop a tax plan, you can expect the most ethical and confidential services from our practice.
A tax advisor is a financial professional with tax-specific expertise. Different tax experts focus on different areas, such as small business, investments, retirement, real estate, and other tax advising needs. There are many different types of tax advisors. For example: Certified Public Accountant (CPA), Tax Attorney (JD), Enrolled Agent (EA), and Certified Financial Planner (CFP).
You will be working with an Enrolled Agent, licensed by the IRS with unlimited practice rights.
Enrolled Agents usually help with your tax planning, prepare, sign, and file your tax return, offer tax advice, and may represent their clients before the IRS.
An Enrolled agent is the highest level of credential awarded by the IRS.
Generally, a tax advisor is a prudent investment if:
As licensed advisors, we have unlimited practice rights and can help with:
Yes! We are here to help and offer free initial consultation.
Contact us online, email or by phone.
Unlike personal tax returns, business tax returns have an earlier due date. If this is your first year filing a Partnership or S-Corporation tax return, we will guide you through gathering the necessary documents.
With the extended deadline rapidly approaching, individuals who filed for a six-month extension must now finalize their federal income tax returns.
Navigating Tax Obligations for Self-Employed Individuals - A Short Guide to Filing Schedule C and Meeting Tax Deadlines in California.
