Orange County · Orange County
CPA, tax law and accounting for Newport Beach, CA
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 Newport Beach office are available when the work calls for it, such as onboarding, structure design or year-end planning. Serving clients nationwide.
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% accuracy at all times.
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.