$30M business exit
Three years of pre-sale structuring, entity restructuring, timed elections, and an ESOP path coordinated with the owner’s real estate portfolio.
General contractor, Riverside County. Case result. Outcomes vary.
Irvine & Orange County
Irvine CPAs who plan the business behind the return.
Year-round tax planning, accounting, and advisory for Orange County business owners, professional practices, real estate investors, and private clients. We help clients improve the structure and plan ahead before returns are prepared.
US-based professional team, we don’t outsource.
9CPAs & Enrolled Agents
150Years, Senior Team
3Partners, Hands-On
Client results
Selected client work
Anonymized engagement outcomes, written as case notes. Results vary.
$12.5M founder exit
The founder’s C-corp stock qualified under §1202, but the previous CPA never flagged it. One conversation identified a Section 1202 benefit on the exit.
Founder, Irvine. QSBS identified on a stock sale. Case result. Outcomes vary.
IRS penalty removed
A large IRS penalty notice. We built a reasonable-cause argument tied to the specific facts, represented the client through the full process, and the penalty was removed.
Executive, California. Penalty abated on the facts of that file. Outcomes vary.
Questions
Common questions
Do you work year-round with Orange County businesses?
Yes. Accounting, tax planning, and the owners' returns sit in one plan, so filing season is execution.
Do you work with professional practices?
Yes. Entity, compensation, and succession questions are part of the year-round work.
What is the first meeting, and is there a fee?
A complimentary 30-minute fit assessment to learn about your needs and whether our firm may be a good fit. It is information gathering and does not include tax, accounting, or financial advice. If a deeper review of documents or prior filings is needed to define a scope of work and fee proposal, we may recommend a $450 diagnostic assessment. We discuss it with you in advance, and the fee is credited in full toward your first engagement.
Do you serve Newport Beach, Costa Mesa, and Tustin?
Yes. The Irvine office serves businesses and families throughout Orange County, including those cities and nearby communities.
Irvine office
Meet with your CPA in Irvine
Irvine Office
18818 Teller Avenue, Suite 275Irvine, CA 92612
Serving Irvine and Orange County.
The first meeting is a complimentary 30-minute fit assessment.