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.
ALL-IN-ONE Tax Planning
Include You Need
Accelerated Depreciation
Leverage 100% bonus depreciation on vehicles and business equipment to accelerate deductions and reduce taxable income.
Real Estate Cost Segregation
Apply cost segregation and 1031 exchange strategies to optimize depreciation and defer taxes on real estate investments.
Retirement & Income Deferral
Use retirement plans and deferred income strategies to shift income, reduce current taxes, and align business and personal tax planning.
SALT & PTE
Optimization
Optimize SALT deductions and PTE elections to maximize federal deductions and personal state tax credits.
Accelerated Depreciation & Business Asset Planning
100%
Bonus Depreciation
Lower current-year tax liability
Improve cash flow by reducing taxes owed
Align asset purchases with overall tax strategy
Accelerated depreciation is a tax planning strategy that allows business owners to deduct the cost of qualified assets faster, rather than spreading the deduction over many years. By using 100% bonus depreciation, eligible assets can be fully deducted in the year they are placed into service, helping reduce taxable income significantly.
Business vehicles, especially trucks over 6,000 lbs
Computers and office equipment
iPhone and iPad used for business
Restaurant equipment
Dump trucks and heavy equipment
Real Estate Cost Segregation
Real Estate Cost Segregation is a tax planning strategy designed to help property owners accelerate depreciation and reduce taxable income. Instead of depreciating a property over a long standard period, cost segregation allows certain components of the property to be depreciated faster.
Defer capital gains tax when selling a property
Reinvest proceeds into another qualifying property
Align purchase, sale, and depreciation strategies as part of a long-term tax plan
1031
Exchange Planning
with
Retail properties
Office properties
Rental properties
Warehouses
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
"David, he cares about his clients, wants them to do well, and will work hard for their well-being. His knowledge of business in general, small and large, is extensive, and he has advised me in my own business endeavors many times."
Christopher M.
Laguna Niguel, 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
"As a businessman of over 25 years, I have engaged with many accountants and tax advisers. I can honestly say that my experience with Irvine Tax Solutions has been the best overall of these years. They truly care about my business, and they work hard for me to be successful."
Dennis T.
Costa Mesa, 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
"David is so knowledgable, experienced, and helpful. He gives lots of advice on how to get me and my company financially well prepared. Yup, I highly recommend him"
Dou L.
Costa Mesa, CA
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