Business Details
41 Years
experience
Expert Tax & Estate Planning Services in Tustin
For over four decades, our firm has provided personalized accounting, tax, and financial planning services to individuals and businesses across the United States. Our approach combines technical expertise with proactive client engagement, ensuring tailored solutions that address both immediate and long-term needs. With a focus on tax strategy, estate planning, and asset protection, we deliver results-oriented guidance grounded in advanced education and practical experience.Our commitment to continuous professional development and cutting-edge technology ensures clients receive accurate, timely advice. We prioritize trust and relationships, acting as a dedicated partner in navigating complex financial landscapes while maintaining transparency and ethical standards.
Services
Tax Planning
Estate Planning
Financial Planning
IRS Representation
Asset Protection
Business Succession Planning
Payroll Services
Notary Public
Accounting Software Setup
ElderCare Consulting
Details
- Year established: 1985
Highlights and features
- We offer 40 years of experience in tax and estate planning.
- Our team provides personalized service with a proactive approach.
- We combine legal and financial expertise for comprehensive solutions.
- Our staff maintains advanced education in accounting and taxation.
- We prioritize client trust through transparent, ethical practices.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic preparation. We leverage current tax laws to optimize savings, particularly for capital gains and business transactions. Clients benefit from proactive strategies tailored to their unique financial situations.
Estate Planning
Estate planning ensures orderly asset transfer while reducing tax burdens. We create customized wills, trusts, and powers of attorney to secure your legacy. Our approach addresses liquidity challenges and business continuity for long-term stability.
IRS Representation
We represent clients in IRS and state tax agency matters, resolving disputes and compliance issues. With decades of experience, we navigate audits and negotiations to protect client interests and achieve favorable outcomes.
Asset Protection
Asset protection strategies safeguard wealth from legal judgments. We design plans using trusts, partnerships, and legal structures to maintain control while securing assets for future generations.
Business Succession Planning
Business succession planning ensures smooth ownership transitions. We evaluate entity structures and tax implications to develop strategies that preserve business value and facilitate seamless transfers.
People
Michael Bader
Principal
Michael Bader, JD CPA, leads the firm with expertise in tax, estate planning, and financial consulting. He holds degrees from Fullerton State and Whittier College of Law, offering clients decades of experience and a commitment to personalized service.
Questions
What services does Offices of Michael Bader JD CPA offer?
We provide tax planning, estate planning, financial consulting, IRS representation, asset protection, and business succession planning for individuals and businesses.
How long has the firm been in operation?
Our firm has served clients for over 40 years, combining experience with personalized attention.
Can the firm assist with international tax matters?
Yes, we handle complex international tax filings for U.S. citizens abroad and foreign residents working in the U.S.
Does the firm offer legal services?
Legal services are provided through our association with BarthCalderon, LLP, including estate planning and trust settlements.
What areas do you serve?
We serve clients nationwide with offices in Tustin, Orange, and Laguna Hills, California.
