Los Alamitos Office
4622 Katella Avenue
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Strategies Tailored To Your Family's Needs
We specialize in Individual tax return preparation. I often hear "That was less expensive than H&R Block!" My fees are very reasonable, when I participate in fee surveys my average fees always come in lower than half of my competition in Orange County.
My family has been in the tax business since 1969 and I have personally been preparing tax returns since 1985. I have prepared over 15,000 tax returns so I have probably encountered any situation you may run into.
We also prepare S-Corporation returns, LLC's, Partnership and Estate returns.
Our unique ability to incorporate tax planning with your investment plan is a big plus.
We create financial strategies tailored to your goals.
Take care of loved ones with detailed estate planning.
A sound financial roadmap is just the start.
Financial advice for every situation.
Our Experienced Team Can Help!