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

Featured Article:

Avoid These Small Business IRS Audit Mistakes

Here are several mistakes to avoid if your business gets audited by the IRS.

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Weekly Tax Tips

Featured TaxTip:

Those Pesky Records!

Know when to hold them. Know when to toss them. Tax record retention basics can be found here.

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TaxVid Videos

Featured Video:

COVID-19 Tax Update

The coronavirus pandemic is quickly changing laws and taxes. Here is a summary of the most important changes affecting you, your family and your business.

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Latest Newsletters

Featured Newsletter Article

Time to Schedule Your Tax Planning Session

Tax planning can make a difference, especially if you review your situation before the end of the year.

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Other Topics From This Newsletter

View September Client Update Newsletter

Tax & Business Newsletter

Be Careful When Borrowing Money From Your Business

If you borrow money from your business, the IRS may scrutinize the loan to see whether the loan is actually wages, a dividend or other taxable income. Here's what you need to know.

Tax Planning Insights

State Taxing Authorities Are Coming After Your Money

As states create tax laws to capture revenue from non-resident individuals and small businesses, many are caught unaware of the changing state tax landscape. Make sure this doesn't happen to you.

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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