Business Details
50+ Years
experience
Your Trusted Accounting Partner in Burbank, CA
Since 1949, Haas Morton Alan-Co has served as a trusted accounting partner for individuals and businesses, evolving from a family practice to a 30-person firm with specialized expertise in audits, tax services, and business advisory. Our team of certified professionals combines big-firm technical capabilities with the personalized attention of a small firm, prioritizing professionalism, responsiveness, and quality in every client relationship.With a legacy of auditing California escrow companies and a commitment to continuous adaptation, we deliver tailored financial solutions that empower clients to achieve long-term success while maintaining strict adherence to regulatory standards and ethical practices.
Services
Audit Services
Tax Preparation
QuickBooks Support
Estate Planning
Business Advisory
Payroll Management
Cash Flow Analysis
Details
- Year established: 1949
Highlights and features
- We offer 75 years of specialized expertise in auditing California escrow companies.
- Our team includes certified professionals with advanced education and industry certifications.
- Big-firm technical capabilities combined with personalized, small-firm service.
- Proven track record in resolving complex tax issues and IRS compliance challenges.
- Commitment to diversity and continuous professional development within our staff.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
What people say
Specialized audit expertise
IRS dispute resolution
Trustworthy advisors
Deep industry knowledge
Personalized attention
Services
Audit Services
Haas Morton Alan-Co specializes in high-level audit services for California escrow and title companies, conducting comprehensive examinations of financial statements to ensure regulatory compliance and accuracy. Our team applies Generally Accepted Auditing Standards (GAAS) to verify internal controls, manage third-party reporting requirements, and deliver actionable insights that enhance transparency. With decades of experience, we streamline the audit process while maintaining strict adherence to state licensing regulations.
Tax Preparation
We provide tailored tax preparation solutions for individuals and businesses, navigating complex federal and state tax codes to maximize deductions while ensuring full compliance. Our services cover income tax returns, estate planning, and specialized strategies for trusts and escrow entities. Proactive planning helps clients minimize liabilities, resolve IRS disputes, and implement long-term tax-efficient structures that align with financial goals.
QuickBooks Support
From setup and customization to employee training and system optimization, our QuickBooks ProAdvisors help businesses leverage cloud-based accounting solutions effectively. We streamline financial workflows by integrating third-party tools, reconciling transactions, and generating real-time financial reports. Ongoing technical support ensures clients maintain organized records and make data-driven decisions for operational efficiency.
Business Advisory
Our advisors partner with business owners to develop cash flow projections, succession plans, and strategic growth initiatives. We offer guidance on payroll compliance, new business formation, and tax-efficient structures while addressing industry-specific challenges. By combining accounting expertise with forward-looking analysis, we help clients strengthen financial foundations and position their businesses for sustainable success.
IRS Representation
We assist clients facing IRS audits, back taxes, liens, and wage garnishments through discreet, resolution-focused representation. Our team negotiates payment plans, submits offers in compromise, and addresses compliance issues to reduce penalties. By applying deep knowledge of tax law and procedural nuances, we work to resolve disputes efficiently while protecting clients' financial interests.
People
Morton Alan Haas
Founder
Morton Alan Haas established the family accounting practice in 1949, laying the foundation for what became Haas Morton Alan-Co. His commitment to precision and client trust shaped the firm's core values that continue today.
Michael Dawe
Partner
With over 20 years as a partner, Michael Dawe contributed expertise in audits of escrow companies that led to the firm's modern identity. His leadership strengthened the firm's reputation for specialized compliance services.
Questions
What accounting services does Haas and Dawe specialize in?
We specialize in audits for California escrow companies, tax preparation, QuickBooks support, business advisory services, and IRS dispute resolution.
How can Haas and Dawe help small business owners?
We provide payroll management, cash flow analysis, tax planning, and compliance services to help small businesses maintain financial health and regulatory compliance.
Do you offer QuickBooks training and setup?
Yes, our Certified ProAdvisors offer complete QuickBooks setup, customization, employee training, and system tune-ups for optimal performance.
How does Haas and Dawe handle IRS tax problems?
We offer discreet representation to resolve liens, garnishments, back taxes, and audit issues through payment plans, offers in compromise, and compliance strategies.
What areas do you serve?
While based in Burbank, CA, we serve clients throughout California with expertise in state-specific regulatory requirements for escrow and tax entities.
What qualifications does your team have?
Our team includes Certified Public Accountants (CPAs), Certified ProAdvisors, and professionals with advanced degrees in business and tax law.
