Financial Planning Services
At Tax Wealth Consultant, we create customized, goal-based financial plans that integrate every part of your financial life—taxes, investments, insurance, real estate, and retirement.
Our fiduciary advisors take the time to understand your unique situation and craft a clear, actionable roadmap to help you reach your short- and long-term goals with confidence.
Retirement Income & Accumulation
Annuities Planning
​Design of tax-efficient income strategies
Retirement income needs analysis
​Evaluation of: Fixed & Indexed Annuities, Lifetime income options
401(k) Planning
Review of existing 401(k) plans
Guidance on:
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Job change rollovers
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Pre-retirement preparation
​Optimization of:
- Contribution levels
- Allocation based on age and goals
Financial Planning Services Include
Partner with Tax Wealth Consultant to discover innovative solutions that will take your business to new heights
Goal Setting & Cash Flow Planning
Debt & Budget Management
Investment Strategy Alignment
Tax-Efficient
Planning
Insurance & Risk Review
Retirement & Estate Coordination
180
hours freed up every year with the typical small business owner spending 15 hours a month on accounting
24x7
access to financial reports and insights which gives you the clarity you need to operate an efficient business
$11K+
average savings annually by choosing us over an in-house accounting department or temp-hire
Get Expert Insurance Services
Support Today
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.
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."
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."
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!"
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.
