Business Details
18 Years
experience
Your Trusted Accounting Partner in Irvine, CA
Masler & Associates has been a trusted accounting and tax preparation firm serving Irvine, California, and Orange County since 2008. Founded on principles of personalized service and long-term client relationships, our family-owned business prioritizes individualized attention over generic solutions. With decades of combined experience, our team of certified professionals specializes in navigating complex U.S. and California tax codes, ensuring compliance while maximizing financial opportunities. We distinguish ourselves through proactive client education, meticulous bookkeeping, and tailored strategies for individuals and businesses alike. Our commitment to staying current with evolving tax legislation has earned us consistent recognition through professional referrals and client testimonials.As a boutique firm, we maintain the flexibility to address diverse financial needs while maintaining the rigorous standards expected of top-tier accounting professionals. Our clients benefit from streamlined processes that transform tax season from a burden into a strategic advantage. By focusing on transparency and ethical practices, we have built a reputation as a reliable partner for both personal and business financial planning. Our dedication to client satisfaction is evidenced by long-standing relationships with medical practices, small businesses, and international clients. Through continuous adaptation to regulatory changes, we ensure our clients remain compliant while optimizing their financial outcomes.
Services
Tax Preparation
Bookkeeping Services
Accounting Services
Tax Planning
Business Tax Services
Estate Tax Planning
QuickBooks Support
Payroll Tax Preparation
International Tax Services
Medical Practice Accounting
Details
- Year established: 2008
Highlights and features
- We offer 15+ years of experience in Orange County accounting services
- Our team includes California Tax Education Council-registered professionals
- We specialize in complex tax situations for businesses and expatriates
- Our personalized approach ensures individualized attention for every client
- We maintain proactive compliance with evolving federal and state regulations
Associations and certifications
- CPA
- California Tax Education Council
What people say
Professional expertise
Personalized service
Proactive approach
Responsive support
Tax savings expertise
Services
Tax Preparation
Our tax preparation services combine deep knowledge of federal and California tax codes with personalized strategies to maximize refunds and minimize liabilities. We handle complex returns for individuals, businesses, and international clients while ensuring complete compliance. Our process includes thorough documentation review and strategic deduction identification to optimize your tax position.
Bookkeeping Services
We provide meticulous bookkeeping solutions that maintain accurate financial records through systematic transaction tracking and reporting. Our QuickBooks-certified professionals ensure organized ledgers, timely reconciliations, and clear financial visibility to support informed business decisions for Orange County clients.
Business Tax Services
Our business tax services address corporate compliance, payroll tax requirements, and strategic planning for companies of all sizes. We specialize in multi-jurisdictional tax filings, audit preparation, and year-round tax strategy to optimize business financial performance while maintaining regulatory compliance.
Tax Planning
We develop customized tax planning strategies that minimize liabilities through proactive year-round planning. Our services include retirement tax planning, inheritance strategies, and business tax optimization techniques tailored to individual and corporate client needs in changing regulatory environments.
International Tax Services
Our international tax expertise addresses cross-border financial complexities for expatriates and businesses. We provide foreign income reporting, treaty optimization, and compliance solutions while navigating the intersection of U.S. and international tax regulations for global clients.
People
Sharon Masler
President & Founder
Sharon Masler brings 25 years of accounting experience, including audit management and tax strategy development. A CPA candidate and California Tax Education Council-registered preparer, she specializes in guiding clients through complex tax landscapes while maintaining personalized service standards.
Steve Masler
CPA
Steve Masler offers extensive expertise in business accounting procedures, focusing on client education and practical financial solutions. His approach emphasizes clear communication and actionable guidance for businesses navigating California's regulatory environment.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including bookkeeping, payroll tax preparation, financial statements, and business tax planning tailored to small businesses in Orange County.
Do you handle international tax requirements?
Yes, we specialize in cross-border tax situations for expatriates and businesses with international operations, including foreign income reporting and compliance.
What sets your firm apart from other accounting services?
Our combination of California tax expertise, personalized service approach, and proactive compliance strategies distinguishes us from traditional accounting firms.
How do you handle complex tax situations?
Our team specializes in navigating complex tax codes through detailed analysis, strategic planning, and maintaining up-to-date knowledge of regulatory changes.
What industries do you specialize in?
We have particular expertise serving medical practices, small businesses, and international clients, with customized solutions for each industry's unique requirements.
Videos
