Contact Details
4440 Von Karman Ave.
Suite 150
Newport Beach, CA 92660
FAX 949-208-9881 Map/directions



Tax consulting and tax compliance for: C-Corporations, S-Corporations, General Partnerships, Limited Partnerships, Limited Liability Companies, Trusts, Estate Tax Returns, Gift Tax Returns, Sole Proprietorships, Family Limited Partnerships, Single Member Limited Liability Companies, Qualified Subsidiaries, and Consolidated Corporate Tax Returns.

The Firm is highly specialized in forming tax planning and consulting strategies for income tax reduction, minimization and conversion (ordinary income to capital gains) – year-ends, attribution and accounting methods.

  • INCOME TAX – Our goal is to provide clients with legitimate tax planning opportunities that reduce, defer, and in some cases, eliminate income taxes. Our tax expertise comes with 38+ years of tax practice, three graduate degrees in taxation, instructing, teaching at the Society and college level, writing articles and continuing to attend the premier tax education programs in the United States. Our expertise is second to none and we are truly experts on tax issues for closely held businesses and high net worth individuals.
  • WEALTH PROTECTION – This discipline encompasses a myriad of planning strategies all with the single goal of protecting your assets. This can be as simple or as complex as each individual desires.
  • WEALTH TRANSFER – This encompasses estate tax and gift tax issues that face all clients at the end of their lives. Proper planning and execution of those plans will ensure that children, relatives, churches, and charitable organizations receive the money instead of the government.