Real Estate Advisory & Brokerage
Services
Real estate is more than property—it’s a key component of your overall wealth strategy. At Tax Wealth Consultant, our licensed real estate brokers and fiduciary advisors provide expert guidance for buying, selling, and investing in property across Irvine, Orange County, and Whittier.
Partner with Tax Wealth , a trusted tax planning firm, to discover innovative solutions that will take your business to new heights. Our tax planning services offer a holistic approach to managing your tax obligations effectively.
Our Real Estate Advisory ServicesInclude You Need
Property Acquisition & Investment
We provide market analysis, ROI evaluation, and financing guidance to help you identify high-potential opportunities and build a portfolio that supports your financial goals.
Real Estate Sales & Brokerage
Our team offers expert representation for residential and investment properties, ensuring every transaction is handled with precision, transparency, and fiduciary care.
Portfolio Integration
We ensure each property fits seamlessly within your investment, tax, and retirement plan, creating balance, efficiency, and long-term growth potential.
Property Management Consultation
We offer ongoing guidance on cash flow, maintenance, and performance to help you sustain property income and long-term appreciation.
Tax & Financial Integration
Reduce taxes strategically
Optimize portfolio returns
Build tax-efficient wealth
Every real estate decision carries tax and financial implications.
At Tax Wealth Consultant, our dual expertise as Enrolled Agents and fiduciary advisors ensures each transaction is structured for maximum efficiency.
We help you minimize capital gains, leverage 1031 exchanges, and align real estate investments with your broader financial and retirement goals, so every property move supports your long-term wealth strategy.
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
Visit the Learning Center
More Questions? We have answers.
Start with a free consultation today! Let us understand your needs and guide you through your tax journey.
