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Offices Servicing Southern California and Dallas Texas Area

Our happy clients span from California to Connecticut and everything in between as we are well versed in federal and each state specific income taxation.

 
 

Tax & Business Solutions

Our mission is to keep you in compliance with the IRS & state while also
taking advantage of tax & business strategies.

 
 

White Glove Full Service Accountants

We offer tax preparation, tax strategy and business growth sessions, tax projections, payroll management, financial statement/bookeeping services and many other services for our clients. Let the experts handle your taxes while you run your business!

Joshua Thompson, EA, CTC

About Us

Joshua joined the United States Marine Corps at a young age. After leaving the Marine Corps, he pursued the next chapter in life. He attended California Lutheran University obtaining a Bachelor of Science in Accounting and attended Moorpark College, graduating with degrees in Business and Economics. Joshua is currently pursuing his Master of Taxation at Golden Gate University. He later developed a love for helping individuals and businesses concurring their tax and financial situation.

Learn More About Us

Our services

All of our services are designed to relieve stress from business owners & individuals. Our services include tax planning, tax preparation, accounting services, business consulting, and an all-inclusive package.

What we offer

Our goals are to provide excellent customer service, results, & exceed your expectations. We strive to give you a carefree experience taking care of all your tax & accounting needs. We take care of these areas to give you more time to grow and work on your business.

Get to know us

Still looking for a tax & accounting professional? Get to know us over a virtual coffee or phone call. We are more than happy to learn about you and what you need to succeed.

What our Client Says

Testimonials

Quality

Services we provide

All of our services are designed to relieve stress from business owners & individuals.
Our services include tax planning, tax preparation.

Small Business Tax Planning

Our goals are to provide excellent customer service, results, & exceed your expectations.
We strive to give you a carefree experience taking care of all your tax

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Blogs

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Business Tax Items

Understanding Beneficial Ownership Reporting: What Business Owners Need to Know

In recent years, the landscape of corporate transparency and accountability has undergone significant changes, with…
Personal Tax Items

Electric Vehicle Hack and Changes to Electric Vehicle Tax Credits in 2024

In 2024, significant changes are underway regarding the Electric Vehicle Tax Credits. For many prospective…
Business Tax Items

Employee Retention Credit Warnings

The Employee Retention Credit (ERC) is a tax credit introduced by the United States government…

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