Orange County · Orange County
Tax strategy and CPA services for Newport Beach owners and investors.
Newport Beach is our home market. Our office sits on Birch Street, minutes from the Newport Center financial corridor, and a large share of the work here involves closely held companies, investment partnerships and long-held coastal property.
What we focus on for Newport Beach clients
- Entity structure reviews for profitable LLCs and S corporations
- Planning around property sales, exchanges and liquidity events
- Year-round tax planning instead of a once-a-year return
Industries we know well in Orange County
Real estate · Financial services · Professional services · Family offices
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 Newport Beach 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 Newport Beach: local attractions and outdoor experiences
Newport Beach combines an active harbor, island neighborhoods and Pacific beaches with protected coastal wetlands. Waterfront walks, vintage amusements and nature trails offer different ways to experience the city, from the Balboa Peninsula to Upper Newport Bay.
Balboa Fun Zone
This historic waterfront attraction in Balboa Village brings together a Ferris wheel, arcade games and views across Newport Harbor. The surrounding peninsula adds beach walks and bayside dining to a family outing.
Balboa Island
Marine Avenue's shops and the island's waterfront walking route offer a quieter harbor experience. Visitors can arrive by bridge or take the small ferry connecting the island with the Balboa Peninsula.
Upper Newport Bay Nature Preserve
Upper Newport Bay offers a different side of Newport Beach: coastal wetlands, walking routes and opportunities to observe birds. The preserve's interpretive center introduces visitors to this estuary's habitats and wildlife.
What Newport Beach 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.