Business Details
41 Years
experience
Trusted Accounting & Tax Services in Tustin
For over four decades, our firm has provided personalized accounting, tax, and financial planning services to individuals and businesses nationwide. Our approach combines technical expertise with proactive client engagement, focusing on tax optimization, estate planning, and asset protection. Led by Bader Michael, a seasoned professional with dual expertise in accounting and law, we prioritize long-term client relationships and deliver tailored solutions that address both immediate needs and future goals. Our commitment to continuous education and advanced technology ensures clients receive informed, efficient service aligned with evolving regulatory standards. 
Services
Tax Planning & Preparation
Estate Planning
Financial Planning
Business Consulting
IRS Representation
Payroll Services
Asset Protection
Notary Public
Accounting Software Setup
ElderCare Consulting
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of experience in tax and estate planning.
- Our team provides personalized service with a proactive approach.
- We combine accounting expertise with legal knowledge for comprehensive solutions.
- Our staff maintains advanced training in evolving tax regulations.
- We prioritize transparent communication and client education.
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses minimize liabilities through strategic compliance with evolving regulations. We develop customized strategies for capital gains, business transactions, and international tax scenarios while ensuring accurate filings for optimal financial outcomes.
Estate Planning
We create comprehensive estate plans to ensure orderly asset transfer while protecting beneficiaries' financial security. Our services include wills, trusts, and tax mitigation strategies tailored to individual family dynamics and business succession needs.
Asset Protection
Our asset protection plans safeguard clients' wealth from potential judgments through legal structures like family limited partnerships and offshore trusts. We balance protection with maintaining control over assets to ensure long-term financial stability.
Business Consulting
We provide actionable insights for business growth by analyzing operational efficiency and financial health. Our consulting services cover entity selection, payroll systems, and succession planning to address both immediate challenges and future scalability.
IRS Representation
With decades of experience, we represent clients in tax disputes before federal and state agencies. Our team navigates complex audits, collections, and compliance issues to achieve favorable resolutions while minimizing financial exposure.
People
Bader Michael
Principal
Bader Michael combines CPA and JD credentials with 40+ years of experience in tax strategy and estate planning. He holds advanced degrees in accounting and law, focusing on practical solutions for complex financial scenarios.
Questions
What accounting services do you offer?
We provide tax planning, financial statements, payroll processing, and business consulting tailored to individual and corporate needs.
How do you handle estate planning?
Our estate planning includes wills, trusts, and tax strategies to protect assets and ensure smooth wealth transfer.
Can you assist with IRS disputes?
Yes, we offer expert representation for audits, collections, and compliance issues with federal and state tax agencies.
What areas do you serve?
We serve clients nationwide with a focus on Tustin, CA, and surrounding communities.
Do you provide business succession planning?
Yes, we help businesses develop transition strategies for ownership changes and long-term sustainability.
How are fees structured?
Fees are customized based on service complexity, with transparent pricing discussed during initial consultations.
