Find a Tax Accountant in Mission Viejo

Flat rate fee. Upfront pricing. No hourly fee arrangements which can lead to unexpected fee surprises. Optional audit deterrence measures for income tax preparation. Competent QuickBooks bookkeeping as the basis for superior income tax preparation for lowest taxes and lowest audit exposure. No staff turnover. Direct access to husband and wife team available year around. No charge for telephone calls, texts, emails or follow up during tax preparation process. No charge for tax extensions for existing clients. Available to clients in evenings and weekends. We have been a home-based business for the last 20 years, based in Lake Forest, CA, in central Orange County. We have omitted our address location for security and privacy purposes. Our tax practice does not require personal visits, so clients have the convenience of working with us online without the time investment in travel and traffic. We have been fully operational without delays or disruption throughout the pandemic and have full video conferencing capabilities in case they are preferred or requested. We employ thorough administrative processes and procedures, with full documentation in writing on all communication and document and preserve all email correspondence. E-filing included at no extra charge. Copies of all documentation and tax returns scanned and returned on USB flash drives included at no extra charge. Three service levels for client choice of what services are preferred. Service details disclosed for each service level so you can choose the level of inclusion which suits your situation and budget. We provide comprehensive and relentless pursuit of legal tax advantages to minimize BOTH taxes AND audit exposure. No risky or senseless ridiculous tax schemes suggested or accepted for consideration. We are ruthless about protecting your best interests and maintaining your peace of mind. Emphasis on bookkeeping and income tax preparation for established businesses which are aspiring to, or have reached, sales of $1 million or more, and their families. Flat rate compensation structure for income tax preparation for businesses starts at $1,850 and ranges to over $9,000. We do not encourage the acceptance of business startup clients whose owners have little or no prior experience in prior successful businesses. Clients that are the best fit have prior business experience and who have had disappointing experiences with prior bookkeepers or accountants, who want to upgrade their service levels, or who have had unfavorable experiences with their prior bookkeeper or tax professional with a prior IRS audit, either promoted by, or caused by incompetence of their prior providers. Our services are designed to deter tax audits for business owners and tax payers who are compliant with tax provisions, but whose tax returns do not reflect that level of compliance to deter tax auditors from commencing an audit to later realize they have caused an unwarranted audit that is not "productive" for the IRS. This situation is often caused by either incompetent or unprofessional tax preparers who have knowingly cut corners on tax returns to intentionally raise questions, which they, themselves, expect to be hired to answer, or to represent in the event of a formal tax audit. Our approach is to deter an unwarranted audit for our tax-compliant tax preparation clients. We believe that nearly all audits are deterrable if the information is presented properly and professionally, so those tax preparers who merely do the minimum are knowingly subjecting their clients to unwarranted audit exposure. Our compensation structure is commensurate with our level of professionalism. We are not bargain basement low-end service providers that operate "tax mills." We are a boutique tax and bookkeeping practice that provides traditional high end service with seasoned experience, judgment and knowledge. We have specific expertise in over 93 industries over a time span over more than 45 years. For business income tax services, we request a review of the prospective client's bookkeeping records to assess the quality of the bookkeeping work that underlies the tax returns. Our approach to deter unwarranted audits is dependent on reliable and articulate bookkeeping. Stand-along individual income tax preparation flat-rate compensation for individuals with incomes aspiring to, or above $150,000 starts at $850 and ranges to over $5,000. Our philosophy and approach to income tax preparation is based on thorough questionnaires, follow up, documentation, and full disclosure on tax returns of both narrative explanations and detailed numerical breakdowns to proactively inform IRS audit selection personnel ("classifiers" and "reviewers") that pursuing an audit would be fruitless and a waste of IRS resources, where selecting another taxpayer for audit would be more "productive" for IRS purposes. This approach requires that our target client be compliant with tax rules and upstanding and transparent in their reporting of financial transactions. For those who find these conditions troublesome, we recommend engaging your professional team from another source. We do not condone, excuse or disguise tax mischief by employing deceptive practices or justify any overlooking any questionable matters by means of plausible deniability. We are fully compliant with due diligence requirements of IRS Circular 230. We do not suggest or encourage the adoption of the practice of "taking" a tax deduction in an amount that "would be acceptable." Rather, we are keen on pursuing every possible tax deduction that is legal and documented, no matter if the amounts may seem unrealistic. If the deduction is justified and documented, we will provide compelling information to the IRS in written explanations which outline the reasoning and our due diligence procedures to inform IRS personnel of the compliance nature of the outlier situation. At the same time, we will not accept or enter a tax deduction on your tax returns which has no basis in fact or existence on the faulty grounds that it is "acceptable," "allowable," or "entitled." We are both a rigorous advocate for our clients and an ethical professional practice, which provides the most useful bookkeeping and financial reporting for business management, and the least legal tax and the least audit exposure for your peace of mind. Your inquiries are welcome and appreciated. Thank you for considering our services.