Business Details
Your Trusted Accounting Partner in Newport Beach
TVN Advisors is a team of certified professionals dedicated to helping individuals and businesses achieve financial success. With over two decades of experience, we specialize in tax preparation, accounting services, and advisory solutions tailored to clients in Southern California. Our team of CPAs and Enrolled Agents brings expertise gained from working with multinational corporations, real estate groups, and high-net-worth individuals. We prioritize client relationships over billings, emphasizing personalized service and long-term partnerships. Our commitment to confidentiality is reinforced by advanced IT security measures, including encrypted data storage and secure offsite backups. We focus on delivering quality service through a deep understanding of client needs, offering strategic tax planning, accurate financial reporting, and practical business advice.Our approach combines technical expertise with a proactive mindset to address challenges and opportunities in evolving financial landscapes. Client testimonials highlight our responsiveness, problem-solving capabilities, and ability to simplify complex financial matters. We invest in continuous learning to stay current with tax laws and industry best practices, ensuring our clients receive up-to-date guidance. Our mission remains centered on client success, reflected in our dedication to resolving issues promptly and maintaining transparent communication throughout our engagements.
Services
Tax Preparation
Accounting Services
Advisory Services
IT Security
Secure File Upload
Highlights and features
- We offer 20+ years of experience in accounting and tax services for individuals and businesses.
- Our team includes certified CPAs and Enrolled Agents with diverse industry expertise.
- We prioritize personalized service over mass client acquisition strategies.
- We implement advanced IT security measures to protect client information.
- Our advisory services combine technical knowledge with practical business insights.
What people say
Smooth transition
Outstanding service
True professional
Prompt and concise
Helped deal with IRS
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with current regulations while optimizing tax benefits. Our team stays updated on evolving tax laws to identify savings opportunities and minimize liabilities. Clients receive strategic planning guidance to improve financial outcomes throughout the year.
Accounting Services
Our accounting services include general ledger maintenance, financial statement preparation, payroll processing, and accounting system implementation. We help businesses maintain accurate records for efficient daily operations and informed decision-making. Services are available on monthly, quarterly, or annual schedules to meet client needs.
Advisory Services
We offer strategic advisory services covering entity selection, business valuations, financial planning, and technology implementation. Our consultants help identify growth opportunities, resolve operational challenges, and develop practical solutions tailored to each client's unique circumstances and industry requirements.
IT Security
We maintain advanced IT security infrastructure including encrypted storage, secure networks, and physical server protection. Client data is backed up offsite with strict access controls to ensure confidentiality. Our security measures meet professional standards for protecting sensitive financial information.
Secure File Upload
Clients can securely transfer documents using our encrypted file upload systems. We provide two secure platforms for convenient and protected exchange of sensitive financial documents while maintaining strict confidentiality protocols.
People
Andrew Tran
CPA
Andrew Tran provides expert tax guidance and accounting services, answering client questions promptly while managing complex financial situations during challenging times like the COVID-19 pandemic.
Long
CFO Services
Long delivers outsourced CFO services supporting business expansion across Southern California, providing financial expertise to help growing companies manage their operations effectively.
Jordan
Business Advisor
Jordan offers professional business consulting services covering entity selection and tax strategies, helping entrepreneurs build successful companies through comprehensive financial planning and strategic guidance.
Eric
Tax Specialist
Eric provides personalized tax preparation and bookkeeping services, helping first-time entrepreneurs understand financial processes while resolving past tax issues with government agencies like the IRS.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statement preparation, payroll services, business tax returns, and accounting system setup for new businesses.
Do you specialize in tax planning for businesses?
Yes, we develop customized tax strategies for multi-tiered partnerships and businesses, leveraging current tax laws to optimize outcomes.
How do you ensure client data security?
We use encrypted storage, secure network infrastructure, locked server facilities, and offsite data backups to protect confidential information.
Can I schedule a consultation?
Yes, we offer free consultation calls to discuss your financial needs and determine how we can support your goals.
What advisory services are available?
Our advisory services include entity selection, business valuations, financial planning, software implementation, and strategic growth consulting.
What is your refund policy?
We offer prompt refunds for advance fees when services haven't been completed, as outlined in our signed engagement letters.
