Company

Company

5.0(1 review)
Offers online services
Offers online services

About

For over 30 years we have provided strategic personalized tax planning and preparation services to small businesses and individuals. We prepare all types of tax returns including individuals, businesses, estates and trusts.


Highlights

Hired 3 times
1 employee
44 years in business
Serves Irvine , CA
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Zelle

Details

Special tax situations

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Employment status

Customer is self-employed, Customer is not self-employed

Filing status

Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child

Reviews

0.0
0 reviews
5
0%
4
0%
3
0%
2
0%
1
0%

CH

Carol H.

She was nice, helpful and quick.
... Show more
August 20, 2020
Hired on Thervo

Frequently asked questions

We normally meet in person or by telephone to discuss the client’s needs. 

B. S. In Accounting from Cal State Fullerton -1978

CPA license 10/03/80

$350 per hour

Have been working in public accounting my entire adult life.

All types of businesses, individuals, estates and trusts. Also have a background in forensic accounting as an expert witness. 

Try to be prepared with complete ocumentation to support your income and deductions. 

Clients should consider the level of experience, credentials and expertise in making a hiring decision. One almost always gets what one pays for. So, going cheap in this area is foolish. 


Services offered

Business Tax Preparation
Individual Tax Preparation
Accounting