Tax services



Tax Preparation



Individual Tax





Worry-free tax engagements is our specialty. We can assist you with the following tax matters:

  • Multi-states tax returns
  • Real estate transactions
  • International transactions
  • Like-kind 1031 exchange
  • Day trading
  • Pass-through income
  • Inheritance


Business Tax





We eliminate the hassle of tax compliance from your daily routine. You have more time to do things you love most.


We will help you to understand the current tax laws so that you can maximize your tax benefits for the current year as well as in future years when the tax laws change.


We have a distinguished track record of preparing taxes for corporations, LLCs, partnerships, and not-for-profit organizations. We also have extensive experience assisting businesses with the following tax returns and issues:

  • Consolidated tax returns
  • Multi-tier partnerships
  • International nexus
  • Acquisition, mergers, and reorganizations
  • Succession planning
  • Tax provisions


NOT-FOR-PROFIT TAX





Giving back to the communities is also our goal. We can help you staying in compliance with this ever changing area of the tax laws. We have extensive experience working with non-profits organizations. We will assist you with setting up various types of tax-exempt organizations. We will help you to stay up-to-date with current tax laws to ensure you retain your tax exempt status.


Our founder, Billy Vu, CPA, MBA, MST, has served on the board of various non-profit organizations. He has served 2 terms as the Treasurer of one of the largest business chamber in Orange County. He can assist you setting up your board. He may also serve on your board.



FIDUCIARY TAX





Expecting an inheritance? With our guidance and expertise, receiving huge inheritance will not be full of stress.


With years of specialized training and extensive experience working with estate attorneys, trustees, and executors, we will help you navigating through this highly complex area of the tax codes. You can count on us to help you staying in compliance with the fiduciary tax laws.


We can assist you with the following highly specialized tax matters:

  • Estate tax preparation
  • Charitable Remainder Trusts
  • Split-interest Trusts
  • Gift tax preparation


AUDIT assistance



Is tax examinations keeping you up at night?





Not to worry. Our founder holds both an Master of Business Administration - Accounting and an Master of Science in Taxation as well as an Executive Graduate Certificate in Professional Accounting - Taxation Emphasis. He is well prepared for any issues you may encounter.


We can represent you in the following situations:

  • Tax audits from the IRS, DOR, and tax authorities in other states
  • Notice of Deficiency from the IRS
    • Commonly referred to as 90-days to challenge the IRS in the U.S. Tax Court
  • Criminal investigation
  • Obtain Private Letter Ruling from the IRS
  • Appeal unfavorable outcomes with the IRS and other taxing authorities.


Payroll Services



Doing in-house payroll?





Call us today to learn how we can save you money. Our price is competitive and all-inclusive.

We can also prepare the quarterly tax filings for you if you do your payroll in-house.


Our payroll package includes all of the following for one flat rate:


  • All quarterly filings
  • Electronic tax payments
  • Direct deposits
  • Employer portal
  • Employee portal




TAX Planning



Let's plan to pay less taxes.





When tax planning is not done, you're actually planning to pay more taxes. We can help you to avoid this trap.


For years, our clients have enjoyed substantial tax savings through our innovative and proven tax strategies. You can also benefit from the following tax planning strategies:

  • Capital expenditures
  • Mergers & Acquisitions
  • Like-kind 1031 Exchange
  • Real estate transactions
  • Business succession planning
  • Retirement planning
  • Estate planning


The hardest thing in the world to understand is the income tax.



Albert Einstein, physicist



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