Business Details
42 Years
experience
Trusted Tax & Accounting Services Laguna Hills, CA
As a seasoned Certified Public Accountant with over 30 years of experience, I founded this firm to provide comprehensive tax and accounting solutions for individuals and businesses. My career began in 1984 as an IRS Field Tax Auditor, where I gained invaluable insights into tax compliance and government agency operations. After expanding my expertise through ownership of an importing business and public accounting practice, I now specialize in tax preparation, problem resolution, and representation before agencies like the IRS and FTB.My unique background as both a taxpayer advocate and former government auditor allows me to deliver strategic solutions tailored to each client's needs. Beyond technical proficiency, I prioritize personalized service, having supported clients through complex tax challenges while maintaining active community involvement through educational foundations and nonprofit leadership.
Services
Tax Services
Problem Resolution
Accounting & Payroll
Expert Witness Representation
Tax Preparation
Details
- Year established: 1984
Highlights and features
- 30+ years of tax preparation and IRS representation experience
- Former IRS Field Tax Auditor with audit process expertise
- Proven success resolving complex tax problems with government agencies
- Active community leadership in educational and nonprofit organizations
- QuickBooks and Peachtree accounting software implementation specialists
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- Real Estate Broker
What people say
Extremely professional
Amazing results
Highly recommend
Efficient and prompt
Knowledgeable in tax codes
Services
Tax Services
Comprehensive federal and state income tax preparation for individuals, partnerships, corporations, and trusts. Includes tax-exempt organizations and complex return filings. Our expertise ensures compliance while optimizing deductions and credits. With decades of experience handling both personal and business tax matters, we provide accurate filings that meet strict regulatory requirements while minimizing tax liabilities.
Problem Resolution
IRS and state tax agency representation for audit defense, back tax resolution, and penalty abatement. Services include negotiating payment plans, challenging estimated assessments, and resolving payroll tax discrepancies. Our former IRS auditor background provides unique insights into agency processes, enabling effective solutions for complex tax compliance issues faced by both individuals and businesses.
Accounting & Payroll
QuickBooks and Peachtree accounting system setup, consultation, and ongoing bookkeeping. Includes payroll tax return preparation, W-2 filings, and sales tax compliance. We help businesses maintain accurate financial records while ensuring timely government filings. Our software expertise streamlines accounting processes for small to mid-sized companies seeking reliable financial management solutions.
Expert Witness Representation
Professional representation in government audits with IRS, FTB, EDD, and BOE. Provides expert testimony and documentation management during tax investigations. Our services include preparing audit responses, organizing financial records, and negotiating favorable outcomes. This specialized offering leverages deep understanding of tax code and agency procedures to protect client interests during complex audit processes.
Tax Problem Resolution
Comprehensive solutions for unfiled tax returns, lien and levy releases, and tax debt negotiation. Services include offer in compromise submissions, innocent spouse relief applications, and bankruptcy-related tax planning. We specialize in resolving long-standing tax issues through official IRS and state programs, helping clients achieve compliance while minimizing financial impact.
People
Sarah Nagel
Certified Public Accountant
CPA with 30+ years of experience in tax preparation, IRS representation, and small business advisory. Former IRS Field Tax Auditor and owner of importing business. Active nonprofit leader and Saddleback Valley Educational Foundation board member.
Questions
What tax services do you specialize in?
We specialize in individual and corporate tax returns, payroll tax compliance, sales tax filings, and representation before IRS, FTB, and EDD.
How can you help with IRS tax problems?
With former IRS audit experience, we resolve back taxes, negotiate payment plans, and challenge estimated assessments through official channels.
What accounting software do you support?
We provide QuickBooks and Peachtree setup, consultation, and ongoing bookkeeping services for small to medium businesses.
Do you offer free tax consultations?
Yes, we provide complimentary initial consultations to review tax notices and develop resolution strategies.
