Business Details
Trusted Tax Advisory & Accounting Services in Fountain Valley
At Momen Tax Services, we are more than just an accounting firm; we are your partners in strategic tax and financial planning. With over 30 years of combined experience, our team specializes in working with creators and entrepreneurs to navigate every facet of their financial lives. We focus on proactive tax planning and advisory services, ensuring you are not just compliant but thriving in your financial journey. Our proven Legacy Trifecta approach centers on operational activities, asset management, and trust-centered asset protection, providing a holistic perspective to maximize your success.As IRS Enrolled Agents and Certified Main Street Pro Tax Advisors, we offer year-round support and ongoing advisory services to adapt to your evolving needs. Our mission is to empower clients to save millions in taxes through personalized strategies that build long-term wealth and financial security.
Services
Tax Advisory
Client Accounting Services
Payroll
Fractional CFO
Tax Resolution
Asset Protection
Wealth Acquisition
Bookkeeping
Tax Preparation
Audit Representation
Highlights and features
- We have saved clients over $6 million in taxes through personalized strategies.
- Our Legacy Trifecta approach addresses operational, asset, and trust planning.
- We provide year-round advisory services, not just annual tax preparation.
- Our team includes IRS Enrolled Agents with specialized expertise.
- We offer white-glove collaboration with legal and financial advisors.
Associations and certifications
- IRS Enrolled Agents
- Certified Main Street Pro Tax Advisors
What people say
Saved over $70k
Proactive and timely
Fantastic job
Trust their team
Quick resolution
Services
Tax Advisory Services
Our Tax Advisory Services assess your financial situation to create personalized tax strategies that minimize liabilities. We implement tailored plans through quarterly meetings and ongoing support, ensuring compliance while maximizing savings. Clients benefit from proactive planning that aligns with long-term business goals and evolving regulations.
Client Accounting Services
Client Accounting Services provide bookkeeping, payroll, and fractional CFO packages tailored to business needs. We manage financial data accuracy and offer strategic insights for operational health. This service ensures seamless financial operations and informed decision-making for growing enterprises.
Tax Resolution
Tax Resolution services address IRS audits and tax debt issues with expert representation. We negotiate on your behalf and implement solutions to resolve disputes efficiently. Clients gain peace of mind knowing complex tax problems are handled by seasoned professionals.
Asset Protection
Asset Protection strategies safeguard client wealth through trust-centered planning and legal structures. We design solutions that shield assets from liabilities while supporting long-term financial goals. This service ensures security and continuity for personal and business assets.
Wealth Acquisition
Wealth Acquisition focuses on reinvesting tax savings into growth opportunities and retirement planning. We guide clients in optimizing investments and business expansion. This service builds generational wealth through strategic financial management and tax-efficient planning.
People
Jasmine Hajimomen
CEO & Founder
Jasmine founded Momen Tax Services in 2012 after identifying a need for creator-focused tax solutions. With 12 years of experience and a USC education, she specializes in high-earner tax strategies. Her expertise in the Legacy Trifecta approach has saved clients millions while building a community of financially empowered entrepreneurs.
Questions
What tax savings can I expect working with Momen Tax Services?
Clients have saved over $6 million collectively, with individual savings ranging from thousands to hundreds of thousands annually through strategic planning.
Do you specialize in specific industries?
We specialize in serving content creators, entrepreneurs, and self-employed professionals with tailored financial strategies.
How does the Legacy Trifecta approach benefit my business?
This method optimizes operational efficiency, protects assets, and structures trusts to maximize long-term wealth retention.
Can you help with IRS audit representation?
Yes, our IRS Enrolled Agents provide audit defense and resolution services to protect your interests.
What accounting software do you support?
We integrate with QuickBooks and other platforms to streamline bookkeeping and financial management processes.
How are services delivered remotely?
Our secure client portal enables document sharing, virtual consultations, and real-time financial collaboration nationwide.
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