Business Details
Trusted Accounting & Tax Services in Orange & LA Counties, CA
A.M Accounting & Tax Services is a dedicated firm specializing in comprehensive tax preparation, accounting, and business consulting solutions. With over 15 years of industry experience, our Enrolled Agent (EA) provides personalized services tailored to individuals and businesses across Orange, Riverside, and Los Angeles Counties. Our expertise spans tax strategy, payroll processing, financial planning, and new business formation, leveraging technology to streamline operations for industries including real estate, manufacturing, and professional services.We prioritize client satisfaction through transparent communication, competitive pricing, and a commitment to resolving complex tax and accounting challenges efficiently. Our track record of success is built on a foundation of trust, professionalism, and a deep understanding of IRS and state tax regulations.
Services
Tax Preparation
Payroll Services
Financial Planning
Bookkeeping
Business Consulting
New Business Formation
Investment Planning
Payroll Garnishment Setup
Worker's Compensation Audit
Financial Reports
Highlights and features
- We offer 15+ years of experience in tax and accounting services.
- Our team provides personalized, client-focused solutions with competitive pricing.
- We specialize in IRS and state tax compliance for individuals and businesses.
- Our services integrate technology to streamline accounting and payroll processes.
- We prioritize transparent communication and long-term client relationships.
Associations and certifications
- Enrolled Agent (EA)
What people say
Very knowledgeable
Trustworthy
Premium-level services
Professional man
Maximum returns
Services
Tax Preparation
We prepare and organize federal and state tax returns for individuals and businesses, including corporations, partnerships, and self-employed entities. Our services ensure compliance with IRS and state regulations while maximizing refunds. Clients benefit from accurate, timely filings and expert guidance on tax-saving strategies.
Payroll Services
Our payroll solutions include setup, processing, and tax reporting for businesses of all sizes. We handle wage deductions, W-2/1099 forms, and compliance with IRS and EDD requirements. Clients receive streamlined payroll management to reduce administrative burdens and ensure regulatory adherence.
Financial Planning
We offer retirement and investment planning services, including 401(k), IRA, and Roth-IRA strategies. Our consulting helps clients optimize financial goals through tailored plans for real estate and business investments, ensuring long-term stability and growth.
Bookkeeping
We provide system setup, transaction logging, and account reconciliation to maintain accurate financial records. Our services include profit-and-loss statements, balance sheets, and QuickBooks support, enabling businesses to track performance and make informed decisions.
Business Consulting
Our consulting services cover new business formation, entity selection, and operational strategy. We assist with tax compliance, financial planning, and industry-specific accounting needs, helping entrepreneurs establish and grow sustainable businesses.
People
Allen
Enrolled Agent
Allen is an Enrolled Agent with 15+ years of experience in tax and accounting. He specializes in IRS compliance, business consulting, and financial planning. Clients praise his expertise, personalized approach, and commitment to delivering cost-effective solutions.
Questions
What tax services do you offer for businesses?
We prepare corporate tax returns, sales/use tax filings, and business property tax reports. Our services ensure compliance with federal, state, and local regulations.
Do you handle payroll tax filings?
Yes, we process payroll taxes, W-2/1099 forms, and garnishments. We ensure timely submissions to IRS and state agencies.
Can you assist with new business formation?
We help select entity types (LLC, S-Corp, etc.) and handle registration paperwork for startups.
What accounting software do you support?
We specialize in QuickBooks setup and online accounting solutions for small businesses.
Do you offer financial planning for retirement?
Yes, we provide 401(k), IRA, and Roth-IRA planning tailored to individual goals.
