Service Areas
Located in Southern California. Serving clients nationwide.
Our office sits in Newport Beach, and our work runs the length of the Southern California coast: the Los Angeles, Orange County and San Diego metros. Every market has its own tax profile, so pick yours below.
Orange County Metro
Our home market. From Newport Beach investors to Irvine founders and Santa Ana operators, Orange County runs on closely held companies, real estate and equity events, and every one of them is a tax planning problem worth solving early.
- Newport Beach
- Irvine
- Costa Mesa
- Santa Ana
- Huntington Beach
- Laguna Beach
- San Juan Capistrano
- San Clemente
- Anaheim
- Tustin
- Mission Viejo
- Fullerton
- Laguna Niguel
- Yorba Linda
- Brea
- Dana Point
Los Angeles Metro
Entertainment income, loan-out companies, equity and dense real estate holdings. LA earners get taxed on complexity, and complexity is what our CPA-plus-counsel model was built for.
- Los Angeles
- Beverly Hills
- Santa Monica
- Pasadena
- Long Beach
- Glendale
- Calabasas
- Malibu
- Manhattan Beach
- Thousand Oaks
- Woodland Hills
San Diego Metro
Biotech and defense payrolls, military and cross-border households, and a coastal real estate market that produces large, poorly timed capital gains. All of it responds well to planning done a year early.
Explore San Diego
Free consultation, up to 60 minutes
See what last year's return cost you.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.