Tax Preparation & Financial Planning Services

Personal
Business
Estate/Gift
Back Taxes?
Financial Planning

We prepare all types of personal income tax returns, including Federal 1040EZ, 1040A, 1040, and all State returns (45 states).

We can handle just about any tax situation, prepare returns and provide advice for those who are retired, disabled, self-employed, unemployed, students, and many others.

We will come directly to your home or office anywhere in Orange County, enter all of your paperwork, and interview you to make sure that no deduction is overlooked. We will then e-file your return and provide you with a paper copy. We will also provide free advice on how you can reduce your taxes next year.

If you prefer not to have us come to you, you can schedule an appointment to come to our office, located in Irvine.

We prepare and file all types of business returns, including:

Schedule C – Self-employed/Independent Contractors
Form 1065 & Schedule K-1 – Partnerships and LLCs
Form 1120 – Corporations
Form 1120-S – S-Corporations
Form 990 & 990-T – Non-Profit Organizations
Form 1096 & 941 – Employer Payroll Taxes
State Income Tax Returns
State Sales Tax Returns

We can also provide bookkeeping, budgeting, and other small business consulting services. We are experts in QuickBooks and can help you set it up and use it more effectively for your business. Please contact us to learn more.

We can prepare many specialized tax returns, including the following:

Form 1041 – Estates and Trusts
Form 706 – Estate Tax
Form 709 – Gift Tax

If you have a special tax situation but don’t see it mentioned on this site, please contact us to see if we can help you.

If you didn’t file your tax return last year, it’s not too late. Even if you haven’t filed for several years, we can help. The important thing is to file your return(s) as soon as possible, even if you are unable to pay the entire balance due. The IRS assesses separate penalties for failure to file and failure to pay, which increase every month the return is late. Filing a return will at least stop the filing penalties from increasing.

Just because you haven’t received a notice from the IRS doesn’t mean that they have forgotten you. The IRS doesn’t forget. If you ignore the problem it will not go away. The IRS has the power to seize assets and attach wages. Don’t let it get that far. If you can’t pay the entire amount of taxes, you may be able to take up to 5 years to pay with an installment program from the IRS.

You could even have a refund or tax rebate coming and not know about it–filing your late returns could actually result in payment to you. You have up to 3 years to claim your refund(s).

We go beyond tax preparation services and offer a full range of financial planning and consulting services, including:

Tax Planning – Proven strategies for maximizing your tax savings
College/Retirement – Save and reduce taxes with a 529 plan or IRA
Health Care Savings – Lower your health care costs and reduce taxes too
Debt Reduction – Pay off your debts in the least amount of time
Credit Repair – Understand your credit score and how to improve it
Incorporation – S-Corp, C-Corp, LLC, or Partnership–which is best?
Quicken and QuickBooks – Software to manage your finances
Investment Strategies – Build a customized portfolio for maximum return on your investment*

* Investment advisory services offered pursuant to a license from the California Department of Corporations as a Registered Investment Advisor under Section 25009 of the California Corporations Code.