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Newport Beach Tax Preparation Services

High-Level Tax Strategy for Individuals and Businesses in Newport Beach, CA

Serving Newport Beach — Where Lifestyle Meets Sophisticated Planning

With over 85,000 residents and some of the highest property values in California, Newport Beach is home to entrepreneurs, high-net-worth individuals, and real estate investors who demand more than just basic tax prep.

From Balboa Island to Newport Coast, clients here need proactive planning, detailed compliance, and strategies that align with wealth-building — not just filing.

We provide advanced tax preparation and tax strategy services in Newport Beach, tailored for complex incomes, multi-entity setups, and legacy planning.

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Why Newport Beach Clients Work With Us

  • 40+ years of combined experience in complex California tax filings
  • Federally licensed Enrolled Agents — not limited to California
  • Expertise in real estate, equity comp, trusts, and advisory-level strategy
  • Long-term planning for high-income earners and business owners
  • Transparent pricing and concierge-level client service
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Individual Tax Services in Newport Beach

Our Newport Beach tax preparers specialize in helping professionals, executives, and investors file confidently while optimizing every deduction legally available.

We help with:

  • High-income personal tax returns (W-2 + investment income)
  • Equity comp (RSUs, stock sales, K-1s)
  • Real estate income, passive losses, cost segregation
  • Multi-state and residency filings
  • IRS correspondence and audit defense
  • Trust and estate tax filings

Business Tax Preparation in Newport Beach

We work with Newport Beach’s leading entrepreneurs, consultants, and business owners — from private practice operators to founders scaling multi-entity firms.

Services include:

  • S Corp and partnership filings
  • Entity structuring and multi-LLC planning
  • Executive comp, Augusta Rule, and rent strategies
  • Quarterly forecasting and year-end review
  • Integrated bookkeeping review for tax readiness

Whether you’re managing income from multiple streams or just starting your first LLC, we’ll give you a clean structure and a long-term strategy.

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What Sets Our Newport Beach Tax Team Apart

Most CPA firms wait until tax season. We build year-round strategies.

Our Enrolled Agents work with clients across the country and across industries — including real estate, tech, healthcare, and law — to ensure you’re not overpaying and not missing opportunities.

If your income is complex, your strategy should be too.

Areas We Serve in and Around Newport Beach

We support clients throughout Newport Beach, including:

  • Balboa Island
  • Newport Coast
  • Corona del Mar
  • Westcliff / Dover Shores
  • Eastbluff
  • Lido Isle
  • Bordering areas: Costa Mesa, Irvine, Huntington Beach

What Newport Beach Clients Say

“They helped me restructure my real estate portfolio and saved me over $25,000 in taxes last year alone. This isn’t H&R Block — it’s a strategy firm.”
 — M. Palmer, Newport Coast

“I finally feel like someone understands stock comp and trusts. They speak my language and back it up with results.”
 — A. Chen, Lido Isle

Real Client Case Study — Newport Beach, CA

Client: Michael P., Newport Beach — Real Estate Developer + Tech Startup Angel Investor
 Filing Type: 1065 + K-1 + Multiple LLCs + Capital Gains

Problem: Michael had 4 income streams (real estate, K-1s, equity investments, and consulting) with no integrated tax strategy. He was missing passive loss carryovers, had inefficient ownership structures, and no retirement deferral plan.

What We Did:

  • Consolidated and restructured 3 LLCs into a holding company
  • Built out a K-1 integration and passive loss offset strategy
  • Implemented Augusta Rule for home office deduction
  • Added solo 401(k) and defined benefit plan for deferred income

Saved $36,000 in taxes in Year 1

Integrated tax, retirement, and investment planning Reduced audit exposure with stronger compliance structure “This is what real tax strategy looks like. I finally have a system.” — Michael P., Newport Beach

Newport Beach Tax Prep Pricing

We price based on the complexity of your filing — whether you're handling a simple return or coordinating with a family office. You’ll always receive a clear quote, detailed scope, and concierge-level attention.

CPAs and Tax Preparers in Newport Beach for Professionals Who Expect More

We offer a free 30-minute strategy consultation with one of our licensed Newport Beach tax preparers.

If your income is rising, your filings are growing in complexity, or your current CPA is just filling in forms — it’s time for a second opinion.

We’ll audit your prior filings, review your entities, and give you a strategy roadmap that grows with your success.

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