Business Details
42 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Laguna Hills
With over 30 years of experience in tax preparation and accounting, Sarah Nagel, CPA has established itself as a trusted partner for individuals and businesses seeking expert financial guidance. Our founder, Sarah Nagel, combines her extensive background as a Certified Public Accountant, Enrolled Agent, and former IRS Field Tax Auditor to deliver tailored solutions that address complex tax challenges. We specialize in federal and state tax returns, problem resolution with government agencies, and accounting systems designed to empower clients. Our unique expertise in navigating IRS and state agency processes ensures effective representation and compliance for our clients.Backed by decades of hands-on experience in both public accounting and private business operations, we prioritize personalized service and actionable insights. Whether you require strategic tax planning, payroll management, or audit representation, our commitment to excellence and client education remains unwavering. We serve clients across Orange County and beyond, leveraging our deep understanding of tax codes and regulatory frameworks to optimize financial outcomes. Our track record of resolving intricate tax issues and supporting business growth reflects our dedication to professionalism and client satisfaction.
Services
Tax Preparation
Problem Resolution
Accounting Services
Payroll Management
Audit Representation
Details
- Year established: 1984
Highlights and features
- We offer 30+ years of experience in tax preparation and accounting.
- Our team includes a former IRS Field Tax Auditor for specialized insights.
- We provide expert representation in government audits and tax disputes.
- We specialize in QuickBooks and Peachtree bookkeeping system setup.
- Our services combine CPA-level expertise with personalized client support.
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
What people say
Extremely professional
Amazing results
Efficient and prompt manner
Extremely knowledgeable
Highly recommend
Services
Tax Preparation
We prepare federal and state income tax returns for individuals, partnerships, corporations, and tax-exempt entities. Our expertise ensures accurate compliance with evolving tax codes while maximizing deductions and credits. Clients benefit from strategic planning to minimize liabilities and optimize financial outcomes.
Problem Resolution
We resolve tax issues with the IRS, FTB, EDD, and other agencies, including audit representation and penalty abatement. Our former IRS auditor's perspective enables effective advocacy to settle disputes efficiently while protecting client interests through transparent communication.
Accounting Services
We offer QuickBooks and Peachtree setup, consultation, and ongoing accounting support for small to mid-sized businesses. Our systems streamline financial tracking, payroll processing, and reporting to improve operational efficiency and decision-making for business owners.
Audit Representation
We provide expert representation during IRS and state tax audits, leveraging CPA and Enrolled Agent credentials to defend client positions. Our proactive approach minimizes disruptions while ensuring compliance with documentation requirements and regulatory standards.
Payroll Management
We handle payroll tax filings, W-2 preparation, and quarterly return submissions for businesses. Our solutions ensure timely compliance with federal and state employment tax obligations while reducing administrative burdens for employers.
People
Sarah Nagel
Certified Public Accountant, Enrolled Agent, Founder
Sarah Nagel has provided tax and accounting services since 1984, combining CPA and Enrolled Agent credentials with former IRS experience. She specializes in resolving complex tax issues and advising small businesses, drawing on her background in public accounting and property management.
Questions
What tax services do you offer?
We prepare individual, partnership, corporate, and trust tax returns for federal and state jurisdictions, including sales tax, property tax, and payroll filings.
How do you handle IRS audit representation?
Our former IRS auditor provides expert audit defense, leveraging insider knowledge to negotiate favorable outcomes while ensuring compliance with documentation requirements.
Can you help with existing tax debt?
Yes, we resolve back taxes, penalty abatement, and installment agreements with the IRS and California tax agencies through proven negotiation strategies.
Do you work with small businesses?
We specialize in small to mid-sized businesses, offering accounting systems, payroll management, and tax planning tailored to their operational needs.
What accounting software do you support?
We provide QuickBooks and Peachtree setup, training, and troubleshooting to streamline financial management for business owners.
