Call Us (714) 716-7187 ·
We handle ALL your financial needs &
are your ONE stop shop for all Tax Prep work.
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 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.

We also have experience filing tax returns for expat U.S. citizens living in foreign countries, and can help non-residents who need to file U.S. tax returns for their U.S. source income. If you are not based in Orange County we can take care of everything via e-mail.

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

  • Schedule C – Self-employed/Independent Contractors
  • Form 1065 & Schedule K-1 – Partnerships & 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.

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).

Contact us today and let us help bring you peace of mind by taking care of your late tax returns.

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
  • 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*

Contact us for more information about these and other services we offer to help you build wealth and financial security.

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

Our Pricings

We charge much less than a CPA or attorney, and even less than those big chain tax stores. That’s because we don’t have the overhead of a large office or national TV advertising. Most others won’t even tell you their prices until after you are already in their office, after it is too much trouble to leave.

We don’t nickle-and-dime you with extra fees. We don’t charge extra for printing, postage, e-file, direct debit/deposit, or services you don’t need. We don’t sell financial products like high-interest loans, credit cards, or refund advance schemes.

Our pricing is simple, based only on the complexity of your tax return. Prices begin at $69.00 for a basic 1040EZ return. A typical 1040 with itemized deductions costs $149.00. (These prices include the corresponding State returns as well.) If you have self-employment or rental income, capital gains/losses, or other situations requiring additional forms, it will be a little more. Contact us for a personalized quote based on your tax situation. Try getting that from a big chain tax store!

Services Include
  • Mobile Tax Service – we come to you, or you come to our office
  • E-file with Direct Deposit – receive your refund in as little as 10 days
  • Audit Protection – we review your return for potential “red flags” with the IRS
  • Tax Reduction Strategy – things you can do now to save on taxes next year
  • Return Archival – we keep an encrypted, secure copy of your tax return for 10 years and provide you with a free copy upon request
Unleash your financial potential and have peace of mind