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​Insurance Services

At Tax Wealth Consultant, we collaborate with trusted insurance providers to offer tailored coverage that aligns with your business needs. Our goal is to provide comprehensive protection while ensuring cost-effectiveness and peace of mind.

we collaborate with trusted insurance providers to offer tailored coverage that aligns with your business needs. Our goal is to provide comprehensive protection while ensuring cost-effectiveness and peace of mind.

ALL-IN-ONE  
Insurance Solutions We Offer

Partner with Tax Wealth Conssultants  to discover innovative solutions that will take your business to new heights

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Liability Insurance

Protects your business from legal claims related to accidents, property damage, or injuries caused to third parties, ensuring financial stability in case of lawsuits.

Professional Coverage

Designed for service-based businesses, this policy covers errors, omissions, or negligence that may arise in professional work, reducing financial risks from client disputes.

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Workers' Protection

Ensures compliance with labor laws while safeguarding employees by covering medical expenses, lost wages, and rehabilitation costs in case of workplace injuries.

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Property Shield

Protects physical business assets such as buildings, equipment, inventory, and furniture from fire, theft, vandalism, and natural disasters to minimize financial loss.

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Cyber Security 

Provides financial protection against data breaches, cyberattacks, and system failures by covering recovery costs, legal fees, and potential liabilities from compromised data.

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Employee Benefits 

 Helps attract and retain top talent by offering health insurance, disability coverage, and other employee wellness programs, ensuring a motivated and secure workforce.

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Grow Your Business With Tax Wealth Consultant

Tax planning is more than just reducing your tax bill—it’s about developing a strategic approach to managing your tax obligations while positioning your business for long-term growth. Our experienced tax strategists, Small business insurance, and professional liability insurance works closely with you to minimize liabilities, optimize deductions, and ensure financial stability.

 Industry-Leading Expertise

Our experienced advisors guide you in selecting the best insurance policies, ensuring your business stays protected from unexpected liabilities and disruptions.

Comprehensive Coverage

We offer a full range of insurance options, including liability, property, workers’ compensation, and cyber protection, tailored to your industry needs.

Smart Risk Management

By assessing potential risks, we help you minimize exposure and optimize your insurance strategy for cost-effective and proactive protection.

Cost-Effective Plans

We partner with top insurance providers to offer policies that balance affordability with robust protection, ensuring your business gets the best value.

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Start Building Your Future Now

Your best retirement begins with one simple decision: to start today.
Let Wealth Management guide you toward a future where your hard work pays off—and your retirement dreams become reality.

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In today’s fast-paced business environment, unforeseen risks can disrupt operations, impact financial stability, and create unnecessary stress. Having the right insurance solutions in place ensures that your business is safeguarded against uncertainties, allowing you to focus on growth and success.

Discover How We Can Strengthen & Optimize Your Business with the Right Insurance Protection.

20+ Years of Industry Experience

Our 20+ years of knowledge help you navigate the best coverage options with confidence.

Customized Coverage 

Tailored policies for liability, property, cyber security, and employee protection.

On-Time Support

Fast policy updates, proactive risk management, and quick responses when you need us.

 Seamless Claims Assistance

Stress-free claims process with expert guidance for quick resolutions.

Grow Your Business With Tax Wealth Consultant 

At Tax Wealth Consultant our trusted advisors provide tailored solutions across key services, including Tax Preparation Services, bookkeeping, business strategies, payroll management, and specialized support for both individuals and Tax Preparation Firms. Whether you're a growing company or an established enterprise, we help streamline your Business Tax Preparation process to maximize savings and ensure compliance. At ATS Consulting, we have a department dedicated to keeping your books updated and precise, so you have the financial insight to plan your future with assurance.

Experienced Professionals

With over 30 years of combined experience, our team of tax specialists ensures accurate and efficient preparation of federal, state, and local tax returns while tailoring strategies to meet your unique financial needs.

Comprehensive Tax Compliance

We prepare precise tax returns, projections, and estimated payment vouchers to keep you fully compliant with regulations and avoid surprises, ensuring peace of mind for all your tax obligations.

Strategic Tax Planning

Our forward-thinking tax strategies align with your short- and long-term financial goals, leveraging the latest tax law changes to deliver optimal results and proactive solutions.

Maximizing Incentives and Credits

We identify applicable credits and deductions, helping you reduce your tax liability while ensuring you take full advantage of available tax-saving opportunities.

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Hear what our great customers say

Wealth Management provides top 5-star services in Orange County, CA. Check out more reviews on Yelp and  Facebook.

"David is very knowledgeable and helped me with my business and personal tax returns. He can also help with payroll for your company. David is truly a one-stop shop when it comes to accountants."

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Jordan F.

Costa Mesa, CA

"Excellent products and prices!  David took the time to help me. The consultants were great and everything was handled professionally. If you're in need of a startup company these are the people you need to call."

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Kathy L.

City of Industry, CA

" David has been my go-to guy for my personal and business taxes for almost 5 years now! David and his team always show up on time and complete every project perfectly every time. 110% satisfaction guaranteed!"

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Christina R.

Anaheim, CA

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More Questions? We have answers.

Start with a free consultation today! Let us understand your needs and guide you through your tax journey.

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Let's Tackle Your Tax Planning Together!

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