Orange County · Orange County
Irvine business tax planning, equity compensation and compliance.
Irvine is one of the largest master-planned business communities in the country, with a dense base of technology, medical device and professional services firms. Most owners we meet here have outgrown the return being filed for them.
What we focus on for Irvine clients
- Equity compensation planning before options and RSUs vest
- Reasonable compensation and owner pay for S corporations
- Multi-state payroll and nexus for distributed teams
Industries we know well in Orange County
Technology · Medical devices · Professional services · Startups
Whether your books are clean and you want year-round planning, or you are catching up on a few years of returns, the conversation starts the same way: a free consultation.
How engagements work
Most Irvine engagements run remotely with secure document portals and shared-screen review meetings. In-person meetings at our offices are available when the work calls for it, such as onboarding, structure design or year-end planning. Serving clients nationwide.
Explore Irvine: local attractions and outdoor experiences
Irvine's recreation ranges from the Great Park's open spaces and family attractions to seasonal water-park adventures. Its planned neighborhoods and broad park network create a setting where outdoor outings, cultural activities and family entertainment sit alongside the city's business centers.
Great Park Balloon
A tethered helium balloon provides an elevated view of Irvine's Great Park and surrounding landscape. Back on the ground, visitors can explore the park's gardens, open spaces and recreation facilities.
Great Park Carousel
The Great Park's vintage-style carousel features hand-painted scenes and offers a family-focused stop near the Visitors Center. It can be paired with a walk through the surrounding park amenities.
Wild Rivers
Located at the Great Park, Wild Rivers adds seasonal water slides, pools and family attractions to Irvine's recreation options. Its water-park setting offers a different outing from the city's trails and gardens.
What Irvine clients get
- Know GuaranteeAfter our strategy work is done, you will know with 100% certainty how to reduce tax and protect your wealth. Guaranteed.
- Savings PromiseIf you execute the plan we build for you, it will save you on tax. Guaranteed, in writing, every year.
- Accuracy GuaranteeIf we do your books, we guarantee 100% filing accuracy.
Included in one platform
- Unlimited 50-State Entity SetupYou can request any entity type in all 50 states with just a few clicks, as much as your heart desires.
- 50-State Registered Agent ServicesAdded registered agent when you set up entities in any US jurisdiction. Anonymous entity formations are available as well.
- To Do AutomationOur robust automation feature allows you to stay ahead of the things you might forget. The system intelligently figures out things you forgot to do or still need to be done.
- Teach Me LibraryOur library is an easy way to stay in touch with what is required for your entity types and the library includes various categories to serve as tips for you - this is very curated and simple reading to be able to just know.
- Robust Reports™ & Robust Alerts™Our robust reporting & alerting feature allows you to stay ahead of the issues that arise from having multiple different entities set up as part of your estate.
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.