Our Goals –
To lower your tax liability within the construct of the IRS code.
To be your partner and do anything we can to help your business grow.
To earn your trust.
We know the laws, we know the “loopholes”, and we know what will and will not get you audited.
We believe the best way to prepare a tax return is to get to know all about you – your family, your job, your business, and your future. We don’t simply want to know what happened last year, we want to know your plans and goals and help you achieve them.
We’re dedicated to our clients. We've represented them in audits with the IRS, FTB, and EDD and have a very high success rate. We’re always ready for the toughest situations.
We've developed strategies for both business and individual clients. We work hard and long hours when our clients need us—even after tax season. So let us tackle your most pressing financial issues.
Come visit us. We are open by appointment only.
For your convenience, the tab at the top of the page links to two calendars - Our In-Person availability and our Remote/Virtual availability. With our new online appointment system you can now select a time that fits your schedule with all the back and forth!
1450 N Tustin Ave Suite 117, Santa Ana, California 92705, United States
09:30 am – 09:00 pm