Call Us at: 714-788-3453

I first contacted Todd when I received his flyer through the mail. As usual, whenever I look for a new doctor or accountant, I ...more 
Ann Heffron
Business Services

Services for Individuals

Tax Return Preparation 

Tax return preparation is a significant process in every individual/family tax year. It is both a necessary evil and critical assemblage of documentation and information that is stored and transmitted to the various governmental agencies. Proper filing of the multitude of forms to alleviate notices and provide assurance that you are minimizing income taxes is valuable. 

We are here to save you tax dollars and minimize the task. Tax return compliance is the backbone of what we do and have done thousands and thousands of times over our career. We can efficiently compile your information and electronically store the data so each year is put to rest.

Tax Planning Services  

Our knowledge, training, and education will result in tax planning and advice that is top quality. As part of preparing an individuals tax return we discuss the upcoming tax year(s) and identify changes to the individuals situation and/or changes in the tax law to be considered.

It is a daily occurrence for clients to call and inquire about the effects of buying a new home, investing in real estate, selling stock, retirement plans, medical expenses, adjustments to withholding, tax credits for hybrid cars or solar panels, etc. etc. I enjoy these conversations and sense the clients appreciation for having received relevant information allowing them to make confident decisions. Admittedly this experience does not result in having every answer on the tip of our tongue. More importantly we have developed the skill of how to read, interpret and understand the law and also how to research and find the applicable information. This is all about providing you with the most accurate and relevant information.

IRS & FTB Representation 

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. 

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