Tax Services

Make them most out of your taxes. Planning and preparation are among the top ingredients in most endeavors. Taxes are no different, you need to know exactly how to plan and prepare them in order to get the best returns, and reduce your liability.

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What is Tax Prepration?

If you’ve ever prepared your tax return, you know it can be tedious process to get right. When you reach the end, you’re left with more curiosity then you had when you first started the process.

Our Tax Preparation services will take the work off your back while also ensuring that all possibilities have been exhausted and that you’re getting the highest return on the taxes you have paid.

Core_CPAs-Tax Planning & Preparation

Computerized Tax Double-Checking

Before you file your forms, our powerful software will check and re-check your tax return to identify any potential problems that could arise, and review the math with the intention of limiting the number of contacts with the IRS.

Electroing Tax Submssions

With our help, you will be able to file your taxes electronically, removing the need to waste additional time driving to the IRS offices and warranting unnecessary contact and time spent waiting in line to get your tax returns filed.

Core_CPAs-Tax Planning & Preparation
Core_CPAs-Tax Planning & Preparation

Payroll Fine-Tuning

Our tax-knowledged staff will help you receive higher tax returns on a weekly basis by training you to fine-tune your payroll witholding.

Future Savings

Worried about next year? Our team will give you the necessary information to make sure you know all the potential tax deductions you can qualify for the next year. You will also receive a document containing frequently missed tax deductions to limit next year’s tax liability.

Core_CPAs-Tax Planning & Preparation
Core_CPAs-Tax Planning & Preparation

Created a bookkeeping catastrophe?

If you’re a small business owner, and you haven’t been regularly updating your books — no problems there. Our team will help you sort the books for the whole year, prepare a Schedule C, and even personal tax return. You will also receive an effortless system to be able to neatly maintain your books for the next year.

Accounting Systems We Work With

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As a certified partner and service provider we are experts with QuickBooks.

If you’re ineed of a highly qualified QuickBooks bookkeeper or accountant then reach out directly.

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As a certified partner and service provider we are experts with XERO.

If you’re ineed of a highly qualified XERO bookkeeper or accountant then reach out directly.

What is Tax Planning?

Achieving the goal of having minimal tax liability is not an easy task. That’s why our experts getting paid to constantly increase their knowledge of tax laws, regulations, and tax code.

Large corporations usually pay the lowest amoint of taxes because they know and understand the tax laws — or hire a company like us to do it for them. We are always looking to minimize your taxes, across the whole year.

Using our Tax Saving strategies you will:


Pay less in taxes so you can maintain and expand your assets.


Retain more of your income by reducing the taxes you are paying for it.


Be able to give more by reducing the amount of tax you pay for gifts.


Retire gracefully by minimizing the taxes associated with retirement distribution.


Keep your money and pay less taxes later by delayin your income.


Be able to give more by reducing the amount of tax you pay for gifts.


Multiply your wealth faster by reducing the taxes on your investments.

Ready for better Tax Planning?

Whether you are an individual, a small business, or a large corporation — it’s natural to want to make the most out of each and every situation. If you are ready for us to plan your taxes, apply for a free consultation.

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Our strategies will help you achieve your tax goals

Here are a few strategies we use to produce high-value tax savings for our customers.


17782 17th Street. Suite 111
Tustin, CA 92780

Call Us +1-949-333-0161 / 1-855-227-2500

Book Appointment Here

Need to Talk With an Accountant?

If you need to speak directly with an accountant for tax compliance issues or business growth, we are here for you. Choose how you would like to connect and we will get back to you within 24 hours.

One of our team members will contact you within 24
hours to setup a short call with an account.