Orange County directory

Tax Consultants in Orange County

Tax consultants in Orange County, CA advise individuals and businesses on tax planning, entity decisions, estimated payments, transactions, and California compliance.

17 local listings Serving Orange County, CA

Directory results

17 professionals found

Compare services and contact details, then visit a profile to learn more.

Showing all 17 listings

Baroldi Gundersen

27442 Portola Pkwy Ste 155, Foothill Ranch, CA 92610

About this practice

We work hard so you don’t have to! We study every client’s business and industry thoroughly so we can offer insights into becoming more efficient and cost-effective. Our expert advice and solutions for complex issues have established our team as service providers that parallel national public accounting firms.

Hal Brand C.P.A.

26233 Enterprise Ct., Lake Forest, CA 92630

About this practice

Invest your time and efforts on running your business. Leave the accounting to us. Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you.

Services offered

Tran CPAs

Lake Forest, CA 92630

About this practice

As a firm led by two CPA partners working side by side, we take a hands-on approach with every client. We focus on understanding your situation, staying up to date on tax law changes, and providing guidance that helps you make informed financial decisions.

Services offered

McGinty, Knudtson & Black, LLP

20422 Beach Blvd Ste 450, Huntington Beach, CA 92648

About this practice

Our CPA firm provides comprehensive financial services to small businesses and individuals throughout Orange County and Los Angeles. We serve our clients with prudence, passion, and professionalism, and we deliver our services at a fair and affordable price. If you’re looking for personalized one-on-one support from a firm that truly cares about the unique needs of every client it serves, we encourage you to call us today!

Services offered

We Help Tax Relief

701 W. Kimberly Ave., Suite 200, Placentia, CA 92870

About this practice

"We are a premiere tax relief company located in Placentia, California helping individuals and businesses to resolve their IRS and State tax issues. If you owe need to file back taxes to get tax relief, we are here for you. We will help you get “Compliant” so you can get a resolution and protect yourself from Collections. We are the ONLY Tax Resolution firm with upfront prices on our resolutions no matter how much you owe the IRS or State.

Services offered

Watters & Strong LLP

18500 Von Karman Ave 520, Irvine, CA 92612

About this practice

On November 1, 2021, Brigante, Cameron, Watters & Strong LLP joined Armanino. We are also excited about the opportunity this transaction brings to our nearly two dozen professionals, who look forward to working with an expanded team of industry and service line experts to serve this growing region and beyond. The firm serves clients nationally, with Southern California office locations that stretch from the San Fernando Valley to Orange County.

Services offered

Carrot & Co

4860 Irvine Blvd. Suite 207, Irvine, CA 92620

About this practice

We work with our clients in the way best suited to each individual project, whether it be on-site, remotely, or a combination of both. We typically work on a project as a team of experts who will assist our clients in all areas of the business simultaneously.

Services offered

(714) 368-7781 my-cpa.us Unavailable
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Crowe

650 Town Center Drive Suite 740, Costa Mesa, CA 92626--7192

About this practice

Crowe is a public accounting, consulting, and technology firm with offices across the globe. Crowe invests in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.

Services offered

800599230 cccrowecc.com Unavailable
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Virtual CFO Services

18881 Von Karman Avenue Suite 1440, Irvine, CA 92612--8558

About this practice

Whether you're negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

Services offered

(949) 251-0093 virtualcfoservices.com Unavailable
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Choosing a tax consultant in Orange County

Tax consulting is forward-looking work: it connects a decision you are considering with its federal and California tax consequences before a filing deadline or transaction closes. Orange County consultants may focus on individuals, closely held businesses, real estate, equity compensation, or specific industries. Start with the decision and desired deliverable, then compare relevant experience and credentials rather than selecting on title alone.

When tax consulting can be useful

A useful consulting engagement should define the facts, assumptions, alternatives, and action dates. It may result in a projection, written recommendation, implementation checklist, or coordination with an attorney, investment advisor, payroll provider, or return preparer. Ask what the final work product will include before the engagement begins.

  • Business formation

    Tax considerations for sole proprietorships, partnerships, LLCs, S corporations, and C corporations.

  • Estimated payments

    Projections and payment planning when withholding does not cover expected federal or state tax.

  • Owner compensation

    Planning around wages, draws, distributions, benefits, and retirement contributions.

  • Major transactions

    Tax analysis before selling property, buying assets, restructuring, or transferring a business.

  • Multi-year planning

    Timing income, deductions, credits, and payments across more than one tax year.

  • California compliance

    Planning that accounts for FTB filing rules, entity taxes, and California-source income.

Match the professional to the issue

The title tax consultant does not identify a particular license. A CPA may be a strong fit when planning depends on accounting records, financial statements, or entity reporting. An Enrolled Agent may be useful for federal tax planning and IRS matters. A tax attorney may be appropriate when legal privilege, contracts, controversy, or a complex transaction is central to the work.

Verify any claimed credential with its issuing organization and ask for experience with comparable facts. A consultant who regularly advises an Orange County service business may not be the right specialist for an international transaction, estate plan, or tax litigation matter.

Define a practical consulting engagement

Bring recent returns, current financial statements, ownership documents, and a timeline for the decision. Ask whether the fee covers research, projections, meetings, a written recommendation, implementation, and coordination with the person preparing the return. Also identify which assumptions could change the recommendation and when the plan should be revisited.

Be cautious with promises of guaranteed savings or strategies presented before the consultant understands the facts. Sound planning should address compliance, documentation, cash flow, and risk as well as the projected tax result.