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Find a Tax Accountant in Fullerton

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OC FINANCIAL SERVICES profile image
O

OC FINANCIAL SERVICES

Orange County

‘19 Certificate of Excellence

Hello, My name is Irene Christensen. I am the owner and CEO at OC FINANCIAL SERVICES INC. my team and I would like to make our firm your number one source for financial solutions and services dealing with personal and small business planning and income tax preparations. I manage and operate our independently owned company, founded in June 2006. I have more than 15 years of experience in the field of personal and small business planning, bookkeeping, tax preparations for individuals, small business and corporations. Irene J. Christensen

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Hear from
a professional

What do you love most about your job?

I love to serve my clients and give my clients the peace of mind they need. With straight a forwardness approach is how we manage every account and every client.
We will prepare our clients' tax preparations as if we were preparing our own. Most times we have great results and we are able to meet or exceed clients expectations and few other cases, we can be certain that at the very least we tried every possible legal strategy to give our clients the peace of mind that their tax liability was met and or lower as much as the US Tax Code allows us.

What inspired you to start your own business?

Being able to serve clients and provide an income with the freedom of time and legal creativity it's what inspired me to start my own business. Presently having a great group of associates in my office and seeing them grow and being able to help other clients as well gives me a great personal satisfaction.

After all we all must have a purpose and fulfill it in an honest and satisfyingly way...

Why should our clients choose you?

The most important thing that clients must know when they contact us is that For us at OC FINANCIAL SERVICES , financial integrity is everything. It is important that our clients know that when they seek to contract with us we will provide a straight a forwardness approach in every request they submit. After carefully reviewing your particular case we will tell you if we can lower your tax liability or not . We may not tell you what you want to hear, but we will tell you what we can do legally as to not compromise your tax declaration to a possible audit or our reputation.

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Tax Preparation FAQs

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Broadly speaking, the higher your income and the more sources of income you have, the higher the fee is likely to be.

Your professional tax accountant will be able to advise you on the full range of options available and what is most suitable for you. Use Bark to get free quotes and get in touch with local tax accountants today.

There are a number of factors that are worth considering when choosing your tax accountant. These include:

  • Professional qualifications - You should check that they have completed relevant qualifications which are regulated by their professional body. In addition, they should be keeping their skills and knowledge up to date through continuing professional development. They are also required to hold Professional Indemnity Insurance.

  • Invest time - Invest time in finding the right adviser. Research their websites and meet those on your shortlist. When you meet them decide if they are approachable and understand businesses of your size and in your sector. It is helpful if they have expertise in particular areas of tax that you require advice for. Find out if they provide services that you may need now and in the future.

  • First meeting - Check in advance whether the first meeting is free of charge.

  • Charges - Establish the basis of fees and when they will be payable. Ask for an estimate and check what is included such as additional charges for other services (e.g. VAT, Payroll). You may be able to minimise charges by doing some work yourself and by using a compatible accounting package.

  • Terms of engagement - You should receive a letter setting out what your adviser will and will not do for you in the terms of the engagement.

  • Keeping them informed - You should keep your adviser informed of any changes in your business or personal circumstances. Plus, you should seek their advice in advance if you are considering retiring, selling or giving away an interest in your business or a significant asset.

You can be confident that any of the Bark local tax accountants listed will give you a reliable and professional service.

It can be tempting for sole traders to monitor their own financial situation and attempt to save additional overheads when margins are tight.

Hiring a tax accountant can save you money and free up time in which to grow your business interests. Plus, partnering with a good accountant can help protect your legal positioning, guarding against common mistakes that have avoidable consequences.

Filing tax returns can be worrying for those who have never done so before but tax accountants can take the stress out of managing your financial records.

Some of the services your business taxation expert can provide include:

  • Bookkeeping

  • Helping you pay the right amount of tax

  • Improving tax efficiency

  • Financial compliance

  • Creating/developing your business plan

  • Sourcing funding for growth

  • Growth management

  • Extracting value from your business

  • Tax returns

  • Making tax digital

  • Exit planning

Absolutely! Online accountancy is becoming increasingly popular, not least because it offers convenience and flexibility, which is ideal for those of us with busy schedules or accessibility issues. As long as you're able to discuss your needs with your expert over the phone or via video chat, then you're good to go.

Reviews

4.97/5.00

based on 30 reviews

The average rating for Bark Tax Accountants in Fullerton is 4.97, based on 30 reviews.

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