Tax Services

Detail-Oriented Tax Planning, Preparation, & Resolution in Newport Beach

business tax services in Newport BeachFew financial situations are more challenging for businesses or individuals than navigating the ever-changing tax codes and regulations. At James Valle & Company, CPAs, we provide timely and accurate tax planning and preparation to help you maintain profitability and increase your financial stability. Our team has a vast knowledge of local, state, and federal tax laws to determine your tax obligations, so you never have to worry about over- or under-paying the IRS.

We work with you to gather all your relevant tax information and are meticulous in searching for the tax deductions and credits available to you or your business. If you're looking for reliable Newport Beach tax services, we're the team you can count on to always work toward your continual success. Contact one of our financial professionals to schedule your free initial consultation today!

Call Us: (949) 419-6500 Book a Consultation

Trustworthy Tax Resolution

Are you or your business currently experiencing a tax challenge or facing problems with the IRS? Our Newport Beach tax accountants have extensive experience working with individuals and businesses, helping them determine where they stand and how to return to compliance. We do everything we can to find a favorable solution and save you money wherever possible.

Whether you're in need of litigation support or require us to fix errors on a previous tax return, our team has the expertise you can count on to put you back on track toward profitability. Once you're back in compliance, we isolate what caused your previous problems and recommend actions to ensure you never again find yourself in that position.

Effective Tax Planning

Aiding in your financial success is our passion, and we use our considerable knowledge and resources to give you the steps needed to achieve a financial legacy for you and your loved ones. Our Newport Beach tax accountants' objective is to fully understand your situation and goals so we can develop effective tax strategies that allow you to save money, time, and resources. Some of the ways we can assist you include:

  • Thoroughly researching your economic situation, so you get every deduction and credit available to you
  • Using our understanding of local, state, and federal tax laws to keep you compliant
  • Advising you on expenses, retirement funds, business entity selection, investments, and more to maximize your return
  • Preparing you for potential tax and financial situations to help you avoid surprises and challenges
  • Providing quarterly tax status reviews for more complex financial situations to ensure you stay on top of changes and adjust your strategy as needed

Reliable Newport Beach Tax Preparation

business team reviewing documentsWe know that the lasting financial success of your business is one of your top priorities. Our team begins our process by learning everything we can about your financial situation and your long-term goals. We partner with you to organize and maintain your books, so we have all we need when it comes time to file your return.

Our team prides itself on our responsive nature and goes out of our way to be available when you need us. We make sure to keep you informed at all times, addressing any questions or concerns you may have before we file your taxes with the IRS. Whether you're starting a new business or looking to retire, our team has the services you need to navigate tax season smoothly and with as little stress as possible.

Some of the ways we help ensure your tax preparation is accurate include:

Picking the Right Business Entity - When starting a new business, the business entity you select can significantly affect your tax obligations and the deductions available to you. We analyze your current financials and goals to ensure that your chosen entity works for you and not against you. Our Newport Beach tax accountants can also help with reassessing your business to see if changing your business entity is the right decision.


Keeping Your Business and Personal Finances Separate - By ensuring your personal and business expenses don't mix, our team can keep your books clean and error-free. Doing this lowers the risk of the IRS becoming suspicious and investigating your records.


Up-to-Date Planning - By pairing tax preparation with our tax planning services, our team can keep you up to date on all relevant tax regulation changes throughout the year. This helps you proactively pivot to ensure your tax return is always in the best shape possible. We also look to the future to guide you in making financial decisions today that will benefit next year's return.

Exceptional Newport Beach Tax Preparation and Planning

At James Valle & Company, CPAs, our tax services are designed to support you throughout the year and provide prompt assistance when you need us most. We're the partner you can count on to offer advice you can trust to maximize your tax return, putting more money back in your pocket. If you're looking for Newport Beach tax planning and preparation services, let our team put their skills to use for your benefit. Contact our office today for your free initial consultation.

Call Us: (949) 419-6500 Book a Consultation


Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
 
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Tax Problems
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.
 
IRS Audit Representation
Rarely do our clients have to talk with the IRS. We handle it all for you so that you need not take time off of your job to handle the bureaucracy and paperwork of the IRS.
Non-Filed Tax Returns
If you do not file, you can be prosecuted and punished with potential jail time, one year for each year not filed. Why risk potentially losing your freedom for failing to file your tax returns?
 
Back Taxes Owed
It's amazing how fast tax penalties and interest add up. Luckily, we offer several options when it comes to resolving unpaid taxes. Complete this form to get a Free Consultation with our tax specialist.
Payroll Tax Problems
The IRS views failing to pay payroll taxes as the cardinal sin of tax delinquency because a large portion of the payroll taxes are your employees' withholdings.
 
IRS Liens
Liens filed against you by the IRS also show up on your credit report and often prevent you from opening a checking account or borrowing against any assets, like your home.
IRS Levies
We are often able to get levies released and help you get out of a terrible situation. Our goal is to get you even with the IRS and let you start life anew.
 
IRS Seizures
A Seizure should not be taken lightly. The IRS will ultimately pursue seizure of your physical assets; your home, cars, boats, jewelry, motorcycles, insurance polices, and even your retirement funds.
IRS Payment Plan
If you don't qualify for the IRS Offer In Compromise program, a Payment Plan may be the way to resolve your problem.
 
Offer In Compromise
Did you know that you can settle your debt with the IRS for just pennies on the dollar with their Offer in Compromise program?
Bankruptcy
Your back taxes, interest and penalties can be wiped out by filing bankruptcy. If you qualify, bankruptcy can be the best solution to resolve your crushing tax problems.
 
Innocent Spouse Relief
Innocent Spouse Relief was designed to alleviate unjust situations where one spouse was clearly the victim of fraud perpetrated by their spouse or ex-spouse.
Get Your IRS File
Most people would be surprised to learn how much the IRS knows about them. Obtaining a copy of your IRS file is critical in analyzing the options available to resolve your tax problems.
   

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