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Get in Touch
Fill out the form and we'll follow up to schedule your free consultation - no obligation.Call Us: (562) 923-4681
Address: 10831 Downey Ave, Downey, CA 90241
Office Hours: Monday - Friday 9:00 AM - 5:00 PM
Frequently asked questions
A few things clients often ask before their first consultation.
Is the first consultation really free?+
Yes — a 30-minute introductory meeting is always free and comes with no obligation. We'll learn about your situation and outline how we can help.
What should I bring to my first meeting?+
Just your most recent tax return and a general sense of your questions or goals. We'll tell you exactly what else is needed afterward.
Do you offer tax advisory services?+
Yes. We take a proactive approach to identifying opportunities to maximize your tax savings. We'll review your unique financial situation and develop a personalized tax strategy designed around your specific needs and goals.
Do you work with clients outside our local area?+
Absolutely. Most of our bookkeeping and tax clients work with us remotely through our secure client portal and video calls.
How quickly can you respond to an IRS notice?+
Urgent notices are prioritized — call our office directly and we can typically review it within the same business day.