Now Accepting New Clients for 2022 Extended Tax Returns

(714) 944-8679

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    • Home
    • About Us
    • Services
      • Personal Tax Returns
      • Business Tax Returns
      • Bookkeeping
      • Tax Planning
      • 2nd Opinion Services
    • Blog
    • Contact Us

(714) 944-8679

  • Home
  • About Us
  • Services
    • Personal Tax Returns
    • Business Tax Returns
    • Bookkeeping
    • Tax Planning
    • 2nd Opinion Services
  • Blog
  • Contact Us

For Financial Peace of Mind

For Financial Peace of Mind For Financial Peace of Mind For Financial Peace of Mind

Get started with a free consultation!

Our Services

What We Offer

Tax Planning

Tax Planning

Tax Planning

  • In addition to providing tax recommendations with all of our tax return packages, we offer full tax planning options on a retainer basis.
  • We'll help you hammer out all the details whether you are starting your own small business, growing your real estate business, or planning for retirement.

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Bookkeeping

Tax Planning

Tax Planning

  • It's no secret that most everyone hates doing their books. Why not take a step back and hire a professional?
  • We provide monthly or quarterly bookkeeping options based on your needs.
  • We can also offer bookkeeping cleanup services if needed for tax prep.

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Tax Return Preparation

Tax Return Preparation

Tax Return Preparation

  • We feel that tax planning should always be a part of the tax return process, so all of our tax packages include a review of your prior year returns and suggestions for next year.
  • We can help with with Corporate, Partnership, Single Member LLC, Self-Directed IRA, and Individual taxes. 
  • Need to file an extension? We can help with that! We can calculate extension payments now so you can file later.
  • No need to fret if you live or do business out of state. We can help with any out of state or multi-state tax needs.

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2nd Opinion Services

Tax Return Preparation

Tax Return Preparation

  • Tax time is stressful. Trust us, we've seen it! Every once in a while you just need a 2nd pair of eyes to look at your returns and double check that everything is where it's supposed to be.
  • Whether you had your taxes professionally prepared or did them yourself, we can take a look and provide recommendations.
  • Already filed your returns? No problem! You may be able to file amended returns to fix mistakes on last year's returns.
  • We'll help give you peace of mind that you're doing your taxes the right way.

Is it Right for You?

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