Our office is conveniently located off the 73 in Newport Beach, near the central Irvine business district. Our firm has provided Certified Public Accountant (CPA) services to Irvine and Newport Beach businesses and individuals for decades, and our accountants have up to 32 years of accounting and finance experience and maintain extensive certifications, including Certified Public Accountant (CPA), Certified Financial Planner (CFP), Masters of Business Taxation (MBT), and Certified Managerial Accountant (CMA). For individuals, our Newport Beach accountants specialize in complicated income tax returns, plans to reduce your income taxes, tax controversies, audit representation, retirement planning, estates, trusts, wealth transfers, education planning, elder care, and wealth management & investments. Also, our accountants are uniquely experienced in social security retirement plans, and our certified financial planners specialize in wealth management & investments. For small business owners, the firm's accountants offer outsourced bookkeeping & payroll, new business formation, and an array of financing and accounting advisory services. Please call or visit our Newport Beach office for a free, no obligation consultation. Securities offered through 1st Global Capital Corp., Member NASD/SIPC