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Your trusted advisor for all your financial needs

For over 40 years, our firm has been dedicated to providing exceptional professional guidance to individuals and businesses. Our commitment to personalized service and expertise has earned us a reputation as a trusted advisor in the fields of taxation, estate planning, and financial services. As a certified public accountant (CPA) with a Juris Doctorate (JD) and a background in accounting and taxation, our principal, Michael Bader, brings a unique perspective to the table. With his sharp analytical mind and extensive knowledge of tax law, he is well-equipped to help clients navigate the complexities of taxation and financial planning.

Our Services

Our services are designed to cater to the diverse needs of our clients. Whether you are an individual seeking guidance on estate planning or a business owner seeking to minimize your tax liability, we have the expertise and expertise to help you achieve your goals. Our services include:

Tax Planning & Preparation

We provide comprehensive tax planning and preparation services to individuals and businesses. Our experienced team of professionals will work closely with you to understand your unique financial situation and develop a customized tax strategy that minimizes your tax liability. From filing annual income tax returns to navigating IRS audits, we are dedicated to ensuring that your tax obligations are met in a timely and efficient manner.

Estate & Trust Tax Preparation

As an estate planning specialist, we understand the importance of properly preparing estate and trust tax returns. Our experienced staff will work closely with you to ensure that these filings are accurate and compliant with state and federal regulations.

Financial Planning

Our financial planning services are designed to help individuals and businesses achieve their long-term financial goals. From investment guidance to retirement planning, we will work closely with you to develop a customized financial plan that meets your unique needs and objectives.

Other Services

In addition to our core services, we also offer a range of other services designed to meet the diverse needs of our clients. These services include IRS representation, estate planning, retirement planning, and asset protection. Our dedicated team of professionals is committed to providing exceptional service and expertise to help you achieve your goals.

Contact Us

While our firm has undergone many changes over the past 40 years, one thing has remained constant: our commitment to providing exceptional service and expertise to our clients. We invite you to explore our website further and learn more about the services we offer. Whether you are an individual or a business, we look forward to the opportunity to serve you.

Office Information

Offices of Michael Bader JD CPA

PO Box 371, Tustin, CA 92781-0371

Phone: 714-544-1844

Email: taxlaw@cpataxman.com

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