Business Details
7 Years
experience
Trusted Accounting & Tax Services in Irvine, CA
Pickett Chen has been delivering precise and thorough accounting, tax, and business advisory services since 2019. Our firm combines decades of collective experience with a commitment to personalized client attention, ensuring tailored solutions for individuals and businesses in Irvine, CA, and beyond. We specialize in minimizing tax liabilities, maximizing net worth, and providing strategic financial guidance through a client-centric approach. Our team invests continuously in professional development and cutting-edge technology to adapt to evolving industry standards.With a focus on building long-term relationships, we offer consistent, reliable support backed by technical expertise and a dedication to excellence. Our services span accounting software implementation, business succession planning, estate planning, IRS representation, and comprehensive tax strategies. We pride ourselves on accessibility, responsiveness, and proactive communication, ensuring clients receive timely, accurate assistance when they need it most.
Services
Accounting Services
Tax Preparation
Business Advisory
Estate Planning
IRS Representation
Details
- Year established: 2019
Highlights and features
- We have over 20 years of combined experience in accounting and tax advisory.
- Our team provides personalized, face-to-face client support.
- We invest in continuous professional education and modern accounting technology.
- Our staff maintains long-term client relationships for consistent service delivery.
- We offer proactive, responsive communication with no hidden fees.
What people say
Expert tax guidance
Responsive team
Personalized attention
Accurate accounting
Reliable advisors
Services
Accounting Services
Our accounting services ensure accurate, timely financial reporting through general ledger maintenance, bookkeeping, and financial statement preparation. We help businesses maintain organized records to improve daily operations and decision-making. Our team provides cost-effective solutions tailored to your specific industry needs.
Tax Preparation
We offer comprehensive tax preparation for individuals and businesses, including federal, state, and local returns. Our strategies minimize liabilities while ensuring compliance with evolving tax laws. We handle complex filings for corporations, partnerships, and high-net-worth individuals with precision and expertise.
Business Advisory
Our advisory services focus on improving business profitability and growth through entity selection, succession planning, and operational analysis. We help clients navigate financial challenges with data-driven solutions and long-term strategic planning tailored to their specific industry requirements.
Estate Planning
We develop customized estate plans to ensure smooth asset transfer while minimizing tax implications. Our services include trust creation, will preparation, and business succession strategies to protect your legacy and provide financial security for beneficiaries.
IRS Representation
Our team represents clients during IRS audits and tax disputes, leveraging deep expertise in tax law to achieve favorable outcomes. We handle correspondence, negotiations, and resolution processes to reduce stress and ensure compliance with federal and state regulations.
People
Howard Chen
CPA, MST
Howard Chen leads our tax strategy initiatives with 15+ years of experience in complex tax planning and compliance. He specializes in international tax matters and business entity optimization.
Jaein Lee
CPA
Jaein Lee manages audit engagements and financial reporting, bringing expertise in GAAP compliance and financial statement analysis for mid-sized businesses across multiple industries.
Joe Porter
CPA
Joe Porter focuses on business advisory services, helping clients improve operational efficiency through customized accounting systems and strategic financial planning solutions.
Lara Jernegan
CPA
Lara Jernegan specializes in estate and trust taxation, guiding clients through complex wealth transfer strategies and multi-generational financial planning.
Wray Mamaril
CPA
Wray Mamaril handles IRS representation cases, resolving tax disputes and negotiating settlements for individuals and businesses facing federal and state tax agency challenges.
Questions
What accounting software do you recommend for small businesses?
We recommend QuickBooks, Xero, and FreshBooks based on client needs. Our team helps implement and train clients on these platforms for optimal use.
Do you handle tax issues for international businesses?
Yes, we have experience with cross-border tax compliance, including FBAR filings, foreign entity structures, and international tax treaties.
How does your firm handle business succession planning?
We create customized succession plans considering tax implications, ownership transfer strategies, and continuity of operations for long-term business sustainability.
What sets your firm apart from larger accounting firms?
Our smaller size allows personalized service with direct access to senior professionals while maintaining the technical expertise of larger firms.
Do you offer virtual consultations?
Yes, we provide secure virtual meetings for tax planning, accounting consultations, and advisory services using encrypted communication platforms.
How do you stay updated on tax law changes?
Our team participates in 40+ hours of annual continuing education and maintains memberships in professional organizations like the AICPA and state CPA societies.
