History
I began my tax practice because I did not like the way my taxes were prepared by a large tax preparation firm. I developed a detailed, systematic approach to ensure that my clients are aware of and are listing all of the deductions they are entitled. I actually enjoy helping my clients reduce their tax liability by applying the tax laws. In addition, I help my clients develop a tax reduction plan that is specific to their tax profile.
Specialties
We serve all of Orange County and will travel to your location. Are your taxes too high? I served 20 years in one of the world's most elite Special Operations Units, the U.S. Navy SEALs, and I learned a few things about life there. I have developed for my tax practice a very calculated, systematic, methodical approach to preparing tax returns! We will stop the tax bleeding, stabilize the current tax situation; but more importantly, we will discuss strategies that you can use going forward to keep your tax liability as low as possible. It really bothers me when people are paying needless taxes because they do not list all of the deductions they are entitled to. We are a full-service Tax Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Please call us today - we'll be happy to offer you a free initial phone consultation.The Orange County Tax & Wealth Company takes pride in its service offerings. Our Gold Medal Tax service is second to none. Gold Medal service includes Mistake free guarantee, Detailed initial interview, 24x7 appointments available, etc The Orange County Tax & Wealth Company offers the following tax preparation services: Individual Prior year amendments IRS problem solving All States S-Corporations LLC's and Partnerships