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Our Services

Welcome to our website!

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. 

Tax Preparation

All of the more than 4,000 tax returns we file each year are prepared by our EA’s. We work with individuals, families, and small business owners to help them solve their tax problems. No one should pay more tax than the law requires of them. Ensuring that you are taking advantage of all the opportunities available to you to reduce your tax liability is our goal.

Planning for the future is vital to tax savings. We offer advice for growing families, entrepreneurs, investors, rental property owners, and retirees looking for the good life.

Business Owners

Business owners come to us for help with tax strategies to reduce their costs and improve their bottom line. We help sole proprietors, partners, LLC’s, and corporations find the right entity form to suit their business. As you prosper, we show you how to take advantage of changes and developments that will save you tax dollars.

Dealing with the IRS(Income Tax and State Matters)

Responding to the IRS and other tax agencies is another important service we provide. Whether it is an examination of a previous year’s return, or an inquiry for missing information, we can help you decipher the sometimes puzzling notices you might receive.

Audits

If you do find yourself under examination, commonly called an audit, we can help guide you through the process and resolve your difficult issues. We have been able to save clients many thousands of dollars by making sure that the IRS does not ignore legitimate deductions or incorrectly calculate taxable income.

 

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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Latest Information

Client Resource Center

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Featured Article:

In The News

The following is an overview of some of the tax news and legislative proposals discussed or introduced over the past several weeks.

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Weekly Tax Tips

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Featured TaxTip:

Anticipating your Refund

Once your tax return is filed, it is often a waiting game to get your refund. Here is what to expect AND what you can do to keep track of your refund status.

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TaxVid Videos

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Featured Video:

Retirement can be Taxing!

During retirement, the tax burden can become very complex. Without proper planning you could be paying thousands you do not have to ... Here are four key areas to help you plan.

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Latest Newsletters

Featured Newsletter Article

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Common Missing Tax Return Items

Want your tax return filed quickly and without error? Then double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed.

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Other Topics From This Newsletter

View March Client Update Newsletter

Tax & Business Newsletter

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7 Tips for Small Business Accounting Success

Keeping your company books in order can be a challenge. The following tips, though, can help set your accounting system up for success.

Tax Planning Insights

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Save Hundreds of Thousands with this Simple Concept!

This planning concept needs to be understood early in life. Knowledge of this concept can save 100's of thousands in retirement savings.

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Stay in Touch

Where to Find Us

Here are the best ways to contact us.

949-235-4190 Fax: 949-373-0512 zagroup53@gmail.com

999 Corporate Drive Suite 100, Ladera Ranch, CA 92694

Send Us a Message

We would love to hear from you!

949-235-4190 Fax: 949-373-0512 zagroup53@gmail.com

Get clarity on your tax and accounting situation

Call 949-235-4190