Working with the right tax professional can change your life.

Tax Planning

We are here to clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.

Most people only like to think about taxes for April 15th, but we work year round to take the mystery out of it by:

  • specific

    Tailoring our tax advice to your specific family and work situations.

  • strategies

    Providing specific strategies to legally reduce the amount of taxes you owe.

  • solutions

    Answering your tax questions in simple terms.
  • year round

    Continuing to find new ways to minimize your taxes throughout the year.

Solutions for your tax problems

Imagine the relief you would feel once your tax issue was resolved

  • Tax Notices

    Have you received a notice from the IRS or another tax agency?

  • Audits

    Are you getting audited or have a tax lien filed against you?

Our Partners

O'Connor Wealth Management, Inc.

We work closely with the independent Registered Investment Advisor, O'Connor Wealth Management, Inc. - fee-based Financial Advisors with a Fiduciary Duty.

Estate Planning Attorneys

We have relationships with estate planning attorneys to handle probate and trust administrations and to help prepare trusts and wills.

  • Contact:
    Chris de Lorimier, EA MBA NTPI Fellow
  • Phone:
    (626) 386-5117

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