Tax Advisory Services

• Receive expert guidance on complex tax matters from our skilled advisors.

• Get a clear, upfront quote with no hidden fees.

• Choose from remote assistance or face-to-face consultations as per your convenience.

• Easily manage your tax affairs through our user-friendly online client portal.

• Benefit from strategies that optimize your tax position for maximum returns.

Tax Preparation

• A tax professional will prepare your taxes for you

• Before we begin, you will receive a quote

• We are here for you when you need us, remotely or through a scheduled meeting

• Our client portal is easily accessible 

• We will make sure you get the most out of your tax return

R&D Tax Credits Calculation

• We offer expert calculations to determine the total amount you could save from Research and Development tax credits

• We can assist in maximizing tax savings and optimizing the benefits from R&D activities

Payroll

• We can assist with any kind of employee, from a W-2 employee to a 1099 contractor

• We cover direct deposits and new-hire reporting

• We provide each employee with access to their own user-friendly client portal

Tax Planning Services

• We provide experienced Notary Services in the convenience of our office in Fountain Valley

• Your privacy and confidentiality is our priority

• We work with anything from wills, trusts, and deeds, to contracts and affidavits

Tax Resolution

• We provide results-driven tax resolution services

• Our experienced tax representatives have worked with individual taxpayers and business owners

• We are devoted to your success and will be available to represent you (with Power of Attorney) during an Audit

• Your attendance isn't always needed

Accounting

• We will keep your bookkeeping up to date

• You will have access to our user-friendly client portal

• We will keep track of all your financial

• We will provide one-on-one assistance when needed

• Bookkeeping packages available to fit your needs