Expert Orange County Tax Preparation Services
At Bourque CPAs + Advisors, we provide reliable tax and accounting services for businesses and high-net-worth individuals throughout San Clemente, Irvine, and Orange County. We also have offices in Santa Monica and La Jolla, CA as well as Jackson Hole, WY. Our team is diligent, focused, and up to date with modern accounting practices and software.
With years of experience and a Master of Business in Taxation from USC, our principal CPA offers affordable, personable, and skilled tax accounting services. We are available to speak with you in person or over the phone. Contact Bourque CPAs + Advisors today to schedule your free hour-long consultation!
Comprehensive Tax Preparation for Your Business
Our business tax preparation services focus on maintaining profitability and maximizing new opportunities. We guide you closer to these goals with decades of business tax planning and preparation experience. Our San Clemente CPAs stay on top of the latest tax laws and regulations, giving you confidence that you are not missing out on money-saving opportunities. Our business tax preparation services include:
- Same-day tax returns
- IRS audit representation
- Business tax return preparation
- Income tax preparation for business owners
- Tax strategies to minimize future liabilities
Before and after the tax season, we can meet with you to discuss your return and make any necessary adjustments. Our team can also review your tax planning strategies to help minimize your burden for the following year.
Customized Individual Tax Preparation
Tax preparation can be a challenging task for many individuals. The fact is, tax laws are complicated, and filing seemingly simple tax returns can be confusing. Even if you use tax software, it is easy to overlook certain deductions and credits you are entitled to. Our San Clemente tax services help you professionally prepare while offering insights into various changes in laws and regulations. Our CPA is highly experienced in real estate and manufacturing and can also help any high-net-worth professional with complex tax needs.
Trust & Estate Planning Tax Preparation in Orange County
If you find yourself in the role of an executor or trustee of an estate, you will need expert tax preparation services. We are here to help you understand how tax laws apply to your situation and give you peace of mind as you manage estate or trust affairs.
It can be challenging to understand the needs of various tax filings and how to handle the estate to impact the heirs positively. Our experienced San Clemente accountants will help you file tax returns that list all the estate assets, including bank accounts, real estate, stocks, IRAs, annuities, and pensions.
Since trust and estate tax preparation is quite complex, we will evaluate your unique situation to determine which filings are required and accurately prepare the returns. Executors, beneficiaries, investment advisors, and attorneys all look to us for estate and fiduciary income tax planning and preparation. We work in collaboration with them to make your tax preparation seamless.
Tax Strategies for Businesses
The challenges of running a startup or any growing business are extraordinary. Managing your finances, corporate governance, and compliances, while addressing strategic requirements are critical tasks that cannot afford to be neglected. Moreover, any entrepreneur needs a reliable source for strategic advice and support to meet their financial and technical accounting requirements. Our team will help your business right from its incubation days and follow through as you grow into your goals.
We understand that many companies experience increased strain on their tax accounting and reporting staff as they grow. Expanded regulatory scrutiny surrounding income tax disclosures, financial restatements, and new reporting considerations have all heightened the need for reliable outsourced tax accounting.
Our tax professionals can help you achieve better control over your tax accounting issues and customize tax strategies to suit the needs of your business. Our strategies include:
- Defer income and accelerate expenses
- Review your entity selection
- Set up retirement plans for yourself and your employees
- Maximize deductions and credits
- Take advantage of new and existing tax reform
Tax Strategies for Individuals
We specialize in tax services for high-net-worth individuals, helping you avoid penalties and fines and ensuring you receive all relevant deductions. With our professional assistance, you can minimize liability and keep as much of your hard-earned income as possible. Strategies for reducing taxes for individuals include:
- Contribute to a retirement account
- Use a health savings account
- Make charitable contributions
- Invest in municipal bonds
- Get credit for education
Reliable Tax Preparation in Orange County
At Bourque CPAs + Advisors, we are passionate about helping individuals and businesses achieve their goals. We offer individualized services for optimal tax preparation experiences. Our focus is on building personal relationships and providing the accounting and tax tools you need to succeed. Get in touch with us today to schedule your appointment!