Newport Beach · Huntington Beach
Tax strategy for Orange County, and the people who run it.
A boutique CPA firm handling tax preparation, audit defense, bookkeeping and payroll for individuals and small to mid-size businesses. 30 years in practice, two offices, and someone who actually picks up the phone.
Urgent
Got a letter from the IRS?
We handle notices, audits, levies and liens from the IRS, Franchise Tax Board, EDD and Board of Equalization — and we respond on your behalf. Call before you reply to anything.
Have the notice in front of you, and the tax year it refers to.
Ongoing help
Need a CPA you can actually reach?
Tax preparation, bookkeeping and payroll for individuals and small to mid-size businesses across Orange County. Free phone consultation, no obligation.
Available year-round — not just from January to April.
What we do
A full range of services
01Income Tax Preparation
Individual, corporate, partnership, fiduciary and non-profit returns — prepared accurately, filed on time, and planned for year-round.
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02Tax Audit Defense
Representation before the IRS, FTB, EDD and BOE — including levies, liens and notices — handled quickly and on your behalf.
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03Bookkeeping & QuickBooks
Certified QuickBooks Pro Advisors — setup, training and ongoing support that keeps your books clean all year, not just at filing time.
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04Payroll Services
Full payroll processing, filings and compliance for small to mid-size businesses — so your people get paid on time, every time.
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Our approach
We view every client relationship as a partnership
Our growth has been built on the results we achieve for our clients. With a focus on integrity, quality and value, we provide the highest level of expertise and personalised service — and we are there when you need us most.
About the firm
Why choose us
Responsive, year-round, and licensed
Solid experience
Over 30 years working with small and mid-size businesses and individuals across Orange County.
Professional team
CPAs and Certified QuickBooks Pro Advisors, using current technology and current tax law.
Client focus
We view every client relationship as a partnership. Our success is the result of your success.
Excellence
We stay current with the latest laws, trends and educational opportunities in the industry.
Integrity
A focus on integrity, quality and value — your accounting and tax needs get the care they deserve.
Responsiveness
Responding to clients' calls and performing is what we do best. Available year-round.
Client feedback
What people say
Aaron and his team expertly cleaned up our entire accounting & bookkeeping program. Their high level of expertise helped our business grow to the next level.
Jimmy W.Aaron bailed me out of a very bad situation with the IRS. I don’t know what I would have done if it weren’t for his expert advice.
Amanda S. My last CPA was horrible and he even missed some deductions. Aaron reviewed my prior year return and saved me a ton of money!
Brian S.
Insights
From the practice
Bookkeeping Mistakes That Surface at Filing Time
The bookkeeping problems that stay invisible all year and then cost money in March — and how to catch them in the months when there is time to fix them.
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What to Bring to Your Tax Appointment
A plain checklist of the documents that make a tax appointment go quickly, and what to do about the ones you cannot find.
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What to Do When an IRS Notice Arrives
Most IRS letters are not audits, and almost all of them have a deadline. What to check first, and what to do before you reply.
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Overlooked Accounting Issues Business Owners Tend To Make
Five accounting mistakes small business owners make most often — and what they cost when they go unnoticed.
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What is Considered “Tax Evasion”
What the IRS treats as tax evasion, how it detects it, and the civil and criminal penalties that follow.
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