About Us

COMPLETE LIST OF OUR SERVICES

Tax & Accounting Services:
  • Federal & State income tax preparation for individuals, businesses, and estates nationwide
  • Monthly bookkeeping and financial statement preparation
  • California/CDTFA sales & use tax preparation
  • Payroll processing, federal & state payroll tax preparation
  • Tax planning & business consultations
  • Audit Representation: IRS, FTB, EDD, CDTFA.
 
Legal Services:
  • Business entity formation: corporation, LLC, partnerships
  • Business state legal compliance: license renewals, annual reports
  • Estate planning services: Wills, Trusts, Powers of Attorney, Advance Healthcare Directives, etc.
 
Real Estate Services:
  • Buyer or seller representation for both commercial and residential property purchases
  • Buyer or seller representation for business purchases

Who we are

We are a family business with over 35 years of experience in tax & accounting. Located in Fullerton, CA, our team consists of licensed professionals: attorney, CPA, enrolled agent, and CTEC. Our philosophy is straightforward, no-frills, honest help, always.