Laurels

Best Tax Services in Irvine
2021

Why These Tax Services?

Our goal is to connect people with the best local experts. We scored Irvine Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 62 44 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Corona Del Mar TaxPro

Assisting California clients with proactive tax planning and preparation, the experts at Corona Del Mar TaxPro offer comprehensive tax solutions that go beyond tax compliance and provide realistic strategies to maximize after-tax income. The company starts with a Personal Strategic Tax Plan customized to the individual, collecting and organizing data into a detailed report, complete with a list of action items to take full advantage of tax breaks. For individuals, they offer financial planning and tax preparation services, as well as representation before the IRS in case of an audit. For businesses both large and small, their knowledgeable staff provides CFO and controller solutions to handle accounting.

Corona Del Mar, CA 92625

Website

Froley & Associates Financial Services

Froley & Associates Financial Services is a tax preparation company located in Dana Point, California. Founder Craig Froley is a native of Southern California who attended Long Beach State University with a major in economics. He has over thirty-five years experience in professional tax preparation, planning, and investment counseling, preparing over 6,000 individual and business tax returns since he began his career in 1982. Craig is a proud member of the National Association of Tax Preparers and regularly attends continuing education courses to stay up-to-date on the latest tax law. The company offers tax assistance for individuals and businesses, as well as planning and consulting for multiple year projections, investments, and business start-ups.

Dana Point, CA 92629

Website

Leveille & Associates, Inc.

Leveille & Associates, Inc. is a tax preparation company located in the city of Foothill Ranch, California with service to individuals and business owners in the surrounding area. The company specializes in tax preparation and small business bookkeeping services for individuals, corporations, partnerships, estates, trusts, and more. They also offer payroll and sales tax reporting, as well as Quickbooks setup & training to streamline cashflow tracking processes for clients new to using the software system. They strategize with small business clients to effectively minimize their tax burden with long-term solutions that incorporate annual tax forecasting and mid-year planning to increase profits over time.

Foothill Ranch, CA 92610

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Tax Smart Advisors, Inc.

Tax Smart Advisors Inc. of Costa Mesa, California is a professional tax services firm that works with commercial and individual clients in the cities of Newport Beach, Huntington Beach, Laguna Beach, and the surrounding area. They are staffed year-round to assist clients with tax planning and preparation, for simple yearly returns to complex solutions for management teams and annual business plans. The firm also helps clients with a variety of standard tax problems, such as liens, levies, and back taxes, providing personal representation before the IRS in case of audits. In addition to this, their staff handles the unique needs of small businesses, from quarterly payroll and sales tax findings to long-term planning.

Costa Mesa, CA 92627

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Wertz & Company

Wertz & Company is a tax accounting firm located in the city of Irvine, California with service to clients in the surrounding areas. CEO Russ Wertz has structured the organization in a traditional business format, allowing service professionals to focus on clients instead of administrative tasks. Their company gives back to several charitable groups in the area such as the Camp Pendleton Friends of the Family program supporting Navy and Marine families during Christmas, Families Forward, and the Pediatric Cancer Research Foundation. Their services include tax planning and preparation, estate and wealth management, professional consulting, financial advice, as well as entrepreneurial services for commercial clients.

Irvine, CA 92620

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Zachary Advisory Group

Zachary Advisory Group of Ladera Ranch, California is a tax preparation company specializing in accounting and tax return filing for individuals as well as businesses of all sizes. They also offer bookkeeping, payroll, and financial statement preparation for small companies, as well as the filing of past due returns for a low fee. All of their expert staff regularly attend continuing education courses to stay current on the latest changes in regulatory law, ensuring they can help customers find the policies that apply to them and their business. Their staff have filed thousands of individual and business tax returns over the years and are familiar with a wide variety of situations and common pitfalls.

Ladera Ranch, CA 92694

Website

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