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Call Us Today:
(714) 696 - 7777

Services

Services Provided

We offer a wide array of accounting, tax, business consulting and financial services to individuals, small to medium size business, as well as trusts and estates looking for personal service and expertise. We strive to make each client as tax efficient as possible.

Income Tax Planning and Income Tax Preparation

  • Individuals
  • Corporations
  • Partnerships, LLC’s, LLP’s
  • Trusts & Estates
  • Not For Profit Organizations

 

Individuals & Personal Financial Planning

  • Marriage
  • Buying a House
  • Having Children
  • Education Planning
  • Starting & Operating a Business
  • Business Succession
  • Retirement Planning
  • Wealth Transfer

 

Business Services

  • Starting & Operating a Business
  • Business Entity Choice
  • Accounting & Software Support
  • Sales & Use Taxes
  • Property Tax
  • Payroll Services
  • Medical, Dental, Long Care Insurance
  • 401k, Retirement, Pension Plans, etc.
  • Business Succession Planning

 

Contact us by phone at (714) 696-7777, or Click Here and send us an email, and we’ll schedule you for a free consultation.

We look forward to working with you soon!