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Our services fit your needs

Our business is your success. We are here to work with you and understand that IRS compliance can be overwhelming. Contact us today to learn how we can save you time and money with our expansive list of services.

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


  • 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


  • 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

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