Business Details
46 Years
experience
Your Trusted Accounting Partner in Irvine, CA
With over four decades of expertise in accounting, finance, and tax services, our firm has established itself as a trusted partner for individuals and businesses. Founded on principles of integrity and client-focused service, we bring deep industry knowledge and a commitment to excellence. Our team combines extensive experience, including leadership roles at major firms, with certifications like AICPA membership and QuickBooks Pro Advisor status. We specialize in tailored solutions for tax preparation, financial planning, and business advisory services, ensuring clients receive accurate, reliable guidance.Our dedication to personalized attention and continuous professional development allows us to adapt to evolving industry standards while maintaining transparency and trust. By prioritizing client needs and leveraging advanced accounting technologies, we empower our clients to achieve financial clarity and long-term success.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
QuickBooks Setup
Business Valuation
Details
- Year established: 1980
Highlights and features
- 42 years of experience in accounting and finance
- Former Senior Audit Manager at Price Waterhouse
- Certified QuickBooks Pro Advisor with specialized expertise
- Personalized service for individuals and businesses
- Proven success in IRS audit representation
Associations and certifications
- AICPA
- QuickBooks Pro Advisor
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in navigating complex tax codes to maximize deductions and minimize liabilities. With expertise in IRS regulations, we provide timely, reliable solutions tailored to your financial situation.
Bookkeeping Services
We offer comprehensive bookkeeping services to maintain precise financial records for small to mid-sized businesses. Our team ensures up-to-date ledgers, streamlined expense tracking, and real-time financial reporting. By outsourcing your bookkeeping to us, you gain actionable insights to drive informed business decisions.
QuickBooks Setup
Our QuickBooks setup service tailors the platform to your business needs, ensuring seamless integration with payroll and invoicing systems. We provide employee training and ongoing support to optimize your workflow. This customized approach enhances efficiency and reduces errors in financial management.
Business Valuation
We deliver objective business valuations critical for mergers, acquisitions, or succession planning. Our analysis considers market trends, financial health, and growth potential. These insights help owners make strategic decisions aligned with long-term goals.
IRS Audit Representation
Our IRS audit representation provides expert defense and negotiation during tax examinations. We handle communication with authorities and resolve discrepancies efficiently. This service minimizes penalties and ensures compliance while protecting your financial interests.
People
Thomas, Mark C CPA
CPA
With 42 years of experience, Thomas, Mark C CPA is a certified public accountant specializing in tax and financial services. Former Senior Audit Manager at Price Waterhouse, he brings deep expertise in accounting and litigation support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial planning, and tax services tailored to small businesses.
Can you assist with IRS tax problems?
Yes, we offer IRS audit representation, back taxes resolution, and penalty negotiation services.
Are you certified as a QuickBooks Pro Advisor?
Yes, we are certified QuickBooks Pro Advisors offering setup, training, and support services.
Do you serve clients outside California?
Our primary focus is California-based clients, but we offer remote services for select needs.
What industries do you specialize in?
We specialize in construction, healthcare, law firms, real estate, and manufacturing industries.
