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Accountant in Newport Beach, California
I'm an
Individual
I am an Enrolled Agent (EA), The highest level of award offered by the United States Treasury to practice before the IRS, as well as being a Real Estate Agent and Insurance Agent. I serve a broad base of both high net worth individuals and corporate clients in specific industries including distribution, manufacturing, professional services such as accounting and legal firms, real estate and non-profits, and startups.
I have well established partnerships with ADP, Trinet, K-Force, AMEX, Sales Force, ORACLE, PIMCO offering clients discounts and customers service assistance unparalleled and unrestrained by Inside sales teams and corporate policies.
Services include:
Employee Benefits, Pension, and Profit-Sharing Plans
PEO or Professional Employer Organization Broker-ship.
Tax Management Services Payroll Services
Litigation Support and Forensic Accounting
IRS Representation
Budgeting Analysis
Employee Benefits, Pension, and Profit-Sharing Plans
Audits, Reviews, and Compilation
Financial and Retirement Planning
QuickBooks
Entity Selection and Restructuring
Financial Projections
Mergers, Acquisitions
Services
Financial planning
Tax returns
Investments
Bookkeeping
Real estate
Business consulting
HR management
Payroll
Accounting system setup
Financial reporting
Fraud investigation
Regulatory compliance
Tax compliance
Tax accounting
Mergers and acquisitions
Actuarial services
Corporate rescue and insolvency
Modelling and business planning
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