Welcome
Ernest is seeing clients in the office, however, should you prefer to wear a mask during your appointment, please feel comfortable in doing so. You may also request Ernest to wear a mask during your visit. If you are ill on the day of your appointment, please call our office at 714-575-5196 to reschedule your appointment. There is no penalty for rescheduling your appointment on the same day of your scheduled appointment.
Adam has moved out of state and operates from home. His contact is by phone, e-mail or mail. If you would like to schedule an appointment with him, please call the office at 714-575-5196 and we will forward your request to him, as he does schedule his own appointments.
The security of your tax documentation is of the utmost importance to us. These documents do contain very sensitive information including, but not limited to, social security numbers, addresses, birth date information, etc. When sending your tax documents to us, please DO NOT send your sensitive information through regular e-mail channels. You can either call our office at 714-575-5196 and request a secure link to be sent to you via e-mail, or, on this website, we do have a client portal that you can use to safely and securely upload your documents to us.
Here is the link to our SmartVault (/portal/) page.
Welcome to our website!
We provide quality service to individuals and small businesses for tax preparation and estate planning. We offer individuals full tax services from income and sales taxes to representation, installment agreements and offers-in-compromise. For small businesses we offer Certified QuickBooks training, consulting, in-house controller duties, accounting, income taxes, sales and payroll taxes.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.