Business Details
42 Years
experience
Trusted Tax and Accounting Services in Laguna Hills, CA
With over 30 years of experience in tax preparation and accounting, our firm provides comprehensive financial services to individuals and businesses. Founded in 1984, we combine deep expertise in tax law with practical business experience gained through roles as an IRS Field Tax Auditor and Controller for an importing business. Our services include federal and state tax return preparation, representation in government audits, payroll tax compliance, and QuickBooks setup.We specialize in resolving complex tax issues with agencies like the IRS, FTB, and EDD, leveraging our founder's unique background to deliver strategic solutions. Our commitment to empowering clients through tailored accounting systems has earned us a reputation for excellence in Orange County.
Services
Tax Preparation
IRS Representation
Payroll Services
Accounting Systems
Problem Resolution
Details
- Year established: 1984
Highlights and features
- We have 30+ years of experience in tax preparation and government agency representation
- Our founder combines IRS audit experience with practical business ownership background
- Specialize in resolving complex tax issues with IRS, FTB, and EDD
- Offer QuickBooks and Peachtree bookkeeping system setup and consultation
- President of non-profit organization with extensive board treasurer experience
What people say
Extremely professional
Amazing results
Efficient and prompt manner
Deep tax code knowledge
Problem resolution expertise
Services
Tax Preparation
Comprehensive preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts. Our service includes strategic tax planning to maximize deductions and minimize liabilities while ensuring compliance with current tax codes. We specialize in handling complex returns for small to medium-sized businesses.
IRS Representation
Expert representation in IRS audits and tax disputes. We provide expert witness testimony and negotiate with government agencies including the IRS, FTB, and EDD. Our team develops strategic defense plans for audit responses and tax controversy resolution while protecting client interests throughout the process.
Payroll Services
Complete payroll tax compliance solutions including quarterly tax return preparation and annual W-2 filings. We ensure accurate calculation and timely submission of employment taxes while maintaining compliance with federal and state regulations. Our service includes system implementation and process optimization for payroll tax management.
Accounting Systems
Customized QuickBooks and Peachtree setup and consultation services. We implement tailored accounting systems for small businesses, including chart of accounts configuration, process automation, and staff training. Our solutions improve financial tracking accuracy and streamline month-end closing procedures for better business decision-making.
Problem Resolution
Specialized resolution of complex tax issues including lien abatement, wage garnishment removal, and tax debt settlement. We negotiate offers in compromise, establish payment plans, and pursue penalty abatement while working directly with tax agencies to resolve outstanding liabilities and restore financial stability.
People
Sarah Nagel
Certified Public Accountant
CPA with 30+ years of experience in tax preparation, audit defense, and business advisory services. Former IRS Field Tax Auditor and Controller for an importing business. President of non-profit organization and active community board member with expertise in tax code navigation and financial strategy.
Questions
What tax services do you offer?
We prepare individual, partnership, corporate, and trust tax returns for federal and state agencies, including sales tax and property tax filings.
Can you help with IRS tax problems?
Yes, we specialize in resolving IRS issues through representation, audit defense, and negotiated settlements for back taxes and liens.
Do you handle business accounting needs?
We offer QuickBooks setup, payroll tax compliance, and accounting system implementation for small to medium businesses.
What makes your firm unique?
Our founder's experience as both an IRS auditor and business owner provides unique insights into tax compliance and problem resolution.
How do you handle complex tax situations?
We develop customized strategies for tax debt relief, including offers in compromise, payment plans, and innocent spouse relief options.
