Business Details
Expert Tax & Accounting Services in Hermosa Beach
At Realm Tax, we specialize in demystifying the complexities of the US Tax Code to empower individuals and businesses to make informed financial decisions. Founded by Roger DaSilva, an Enrolled Agent with over 20 years of experience scaling businesses, our team is dedicated to transforming the traditional accountant-client relationship through year-round strategic guidance. We prioritize proactive tax planning, financial projections, and cash flow analysis to help clients mitigate liabilities and achieve long-term growth.Our values emphasize teamwork, client-focused service, continuous learning, and innovation, ensuring we deliver accurate, timely, and reliable solutions. With offices in Hermosa Beach and Houston, we serve clients nationwide, combining deep industry expertise with personalized support to foster financial success.
Services
Bookkeeping & Tax Prep
Tax Planning
CFO Services
Flat Fee Pricing
Monthly Subscriptions
Highlights and features
- We offer 15+ years of experience in tax and financial services with a client-first approach.
- Our team includes Enrolled Agents and CPAs with specialized expertise in tax mitigation.
- Transparent flat-fee pricing ensures no hidden costs or surprises.
- We provide personalized support with proactive tax planning and strategic guidance.
- Our innovative use of technology streamlines tax processes and enhances client communication.
What people say
Active leader in restructuring
Tools and confidence
Financial projections experts
Year-round strategic guidance
Transparent flat-fee pricing
Services
Bookkeeping & Tax Prep
Realm Tax provides comprehensive bookkeeping and tax preparation services, ensuring accurate financial records and compliance with tax regulations. Our team handles all tax-related matters for individuals and businesses, offering personalized support to address specific needs. By eliminating large upfront costs, we make professional tax services accessible and stress-free.
Tax Planning
Our tax planning services help clients legally minimize tax liabilities through strategic insights tailored to personal and business goals. We analyze financial situations to identify savings opportunities and optimize tax outcomes. With expertise in complex tax codes, we provide actionable plans to reduce future tax burdens.
CFO Services
Realm Tax offers outsourced CFO services, including financial projections, cash flow analysis, and strategic advice. We translate complex financial data into plain English to support informed decision-making. These services help businesses scale by aligning financial strategies with growth objectives.
Flat Fee Pricing
Our flat-fee pricing model ensures predictable costs with no hidden fees. Clients receive comprehensive tax and financial services at affordable rates, avoiding the uncertainty of hourly billing. This approach promotes transparency and trust in our client relationships.
Monthly Subscriptions
Monthly subscription plans provide continuous financial support and proactive tax planning throughout the year. Clients benefit from regular consultations, timely updates, and tailored advice to maintain financial health. This model fosters long-term partnerships and sustained business growth.
People
Roger DaSilva
Owner
Roger DaSilva is an Enrolled Agent with over 20 years of experience scaling businesses, from startups to Fortune 500 firms. He founded Realm Tax to revolutionize the accountant-client relationship through year-round strategic guidance.
David Hansen
Tax Manager
David Hansen, a CPA with 15 years of accounting experience, specializes in minimizing client tax liabilities through strategic planning. His background in restaurant management and real estate enhances his ability to identify savings opportunities for diverse businesses.
Andrea Romo
Senior Tax Preparer
Andrea Romo, an Enrolled Agent with 15 years of experience, excels in client education and technology integration. She builds strong customer relationships while mentoring team members on accounting software and organizational tools to improve efficiency.
Prinkle Jain
Tax Preparer
Prinkle Jain, a Chartered Accountant and CPA, brings expertise in business tax preparation and IRS issue resolution. Her experience at Deloitte and multinational IT firms equips her to handle complex tax challenges with precision.
Don Mercilus
Tax Preparer
Don Mercilus, a University of Houston graduate with seven years of tax experience, focuses on business and individual taxation. He combines technical expertise with client relations skills while preparing for his CPA license.
Questions
What is BOI reporting, and how can Realm Tax assist?
BOI reporting requires businesses to disclose ownership details to FinCEN. Realm Tax can prepare and file these reports for clients upon request.
What should I do if I receive an IRS underpayment notice?
Clients should pay any owed taxes promptly to avoid penalties. Contact Realm Tax if you believe there's an error in the assessment.
How does Realm Tax handle late document submissions?
We file extensions for clients who submit documents after March 1st, ensuring returns are completed by the extended deadline.
Can I access my tax returns electronically?
Yes, all returns are securely stored in your Canopy Client Portal for easy access and download.
What payment options are available for Realm Tax services?
Clients can pay invoices through the Canopy Portal or by phone using credit cards or bank transfers.
