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Estate Planning

Within estate planning there can be complex tax concerns and matters. When making an estate plan, it’s crucial to have a professional advise you on matters ranging from estate and inheritance taxes and strategies, tax efficient ways to transfer business or rental properties, how to maximize stock, bond or retirement accounts amounts to beneficiaries and much more. We want to make this planning smooth and effective for you.

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Our Tax Preparation Services For Businesses And Individuals Include:

  • Business tax preparation – corporate, LLC, etc.
  • Tax returns for individuals
  • Estate tax returns
  • Non-profit tax preparation services
  • Expatriate tax preparation and FBAR filing
  • Quicker tax refunds with E-file

Call us today at (949) 221–8291 or register for a consultation to discuss your real estate accounting needs with an experienced Orange County CPA. We also service clients speaking Farsi and Vietnamese.