Business Details
Trusted Accounting & Tax Services in Irvine, CA
At Folkers & Associates, we are dedicated to providing tailored accounting and tax solutions designed to meet the unique needs of small businesses and individuals. Our team combines the expertise of a large CPA firm with the personalized service of a local practice, ensuring clients receive strategic financial guidance year-round. With a focus on proactive tax planning, cash flow management, and estate planning, we help clients navigate complex financial landscapes while maintaining compliance. Our commitment to excellence is reflected in our long-standing relationships with clients, many of whom have trusted us for over a decade.We prioritize understanding each client's goals to deliver actionable insights that drive profitability and long-term success. Our services extend beyond traditional accounting, offering outsourced CFO support, QuickBooks consulting, and business incorporation advisory to empower growth. By staying ahead of evolving tax regulations and leveraging technology, we provide reliable, data-driven solutions that give clients confidence in their financial future. Our Irvine-based team is passionate about helping clients minimize tax liabilities, optimize operations, and achieve both personal and business financial objectives.
Services
Small Business Accounting
Tax Planning
QuickBooks Support
Estate Planning
Outsourced CFO Services
Business Incorporation
Payroll Services
Cash Flow Management
Highlights and features
- We offer 15+ years of experience in small business tax planning and accounting.
- Our team provides customized financial strategies tailored to your industry needs.
- We guarantee proactive tax planning to minimize liabilities and maximize savings.
- Our firm combines large-firm expertise with personalized, responsive service.
- We deliver outsourced CFO insights at a fraction of the cost of full-time hires.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Fantastic job
Thorough
Knowledgeable
Saved me money
Personalized service
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored to small businesses, including financial reporting, budgeting, and cash flow management. Our services ensure accurate record-keeping and strategic tax planning to enhance profitability. Clients gain actionable insights to make informed financial decisions.
Tax Planning
Our proactive tax planning services identify legal opportunities to minimize liabilities while ensuring compliance. We specialize in year-round tax strategies for businesses and individuals, including estate tax optimization and 1031 exchanges for real estate clients.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer setup, training, and ongoing support to streamline financial operations. Our services include chart of accounts creation, invoice template design, and data cleanup to maximize software efficiency for small businesses.
Estate Planning
We develop customized estate plans to protect assets and ensure smooth wealth transfer. Services include trust creation, charitable gifting strategies, and business succession planning, all designed to align with clients' long-term financial goals.
Outsourced CFO Services
Our part-time CFO services deliver strategic financial leadership for growing businesses. We focus on cash flow optimization, risk management, and operational efficiency improvements to support sustainable growth without the cost of a full-time executive.
People
Tim Folkers
CPA
Tim Folkers is a licensed CPA with over 15 years of experience in tax and accounting services. He specializes in small business financial strategy and has helped clients save significant tax dollars through proactive planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow management, and tax compliance services tailored to small businesses in Irvine and surrounding areas.
Do you offer QuickBooks consulting?
Yes, as Certified QuickBooks ProAdvisors, we offer software setup, training, and troubleshooting to help businesses optimize their accounting processes.
What tax planning services are available?
We specialize in year-round tax strategies, including entity selection, 1031 exchanges, and estate tax planning to minimize liabilities for businesses and individuals.
Can you assist with estate planning?
Yes, we create customized estate plans using trusts and tax-efficient strategies to protect assets and ensure smooth wealth transfer for clients and their families.
What areas do you serve?
While based in Irvine, CA, we serve clients throughout Southern California with both in-person and virtual accounting solutions.
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