Orange County and Los Angeles Experts

We are Orange County CPAs and tax consultants whom have been helping businesses, partnerships, and individuals for over 20 years.

We have worked with hundreds of clients, from dozens of different industries, in the Orange County and Los Angeles areas. We provide tax services and the tax expertise to ensure our clients maximize their returns and keep the wealth they have worked so hard to obtain.

Some of the tax services we provide to help with your business tax management include:

  • Nexus analysis
  • Evaluation of entity structure
  • Tax return preparation
  • State and local tax
  • Cost segregation
  • Identifying and taking advantage of research and development (R&D) and other domestic or international tax credits and incentives
  • Tax planning and compliance
  • Tax consulting
  • Mergers and acquisitions
  • Tax Provision - estimating the total tax liability and then provide an accurate forecast for financial reporting
  • IRS dispute resolution

Everything is approached with awareness of the total tax and financial position. Tax Services offered to our individual clients include:

  • Tax return preparation
  • Integration of income tax planning
  • Alternative minimum tax planning
  • Projections for tax liability planning
  • Identification of tax-efficient opportunities
  • Multistate tax issues
  • Representation and support in IRS or state tax audits

Careful tax strategies and preparation for Trusts & Estates is crucial. Too many times people aren't aware of the many tax laws that, if they don't prepare well, can take much more of their wealth than if they had made tax planning solutions.

  • Charitable gifting
  • Review of existing wills and trusts
  • Retirement account planning
  • Preparing complex estate, gift and trust tax returns
  • Multi-generational planning
  • Tax elections
  • Tax compliance
  • Business succession planning
  • Gifting strategies
  • Analyzing the current estate plan to determine future income and estate tax consequences
  • Establishing family trust and investment partnerships
  • Related income tax planning
  • Estate administration
  • Establishing private philanthropic foundations, donor-advised funds and other charitable vehicles