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Tax Preparation Services

At Wealth Management, we deliver a full suite of fiduciary financial services for individuals, families, and business owners across Irvine, Orange County, and Whittier.

Business Tax Preparation 

Partnerships (Form 1065)

S Corporations (Form 1120S)

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C Corporations (Form 1120)

Preparation of K-1s for owners and partners

Coordination with bookkeeping and payroll records

Individual Tax Preparation

Designed for individuals, families, and taxpayers with multiple income sources.

Preparation and filing of Form 1040

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Reporting for W-2, 1099, freelance, ..

Tax deductions & credits (Child Tax Credit, etc.)

Tax filing for  independent contractors

State and local tax filings

Collaborative Office Work

Specialized Tax Situations

Late filings and back taxes

Business sales, asset purchases, and major financial events

Capital gains, stock options, and cryptocurrency transactions

Multi-state tax filings

Amended tax returns (Form 1040-X)

ALL-IN-ONE  Tax Preparation Include You Need

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

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Individual Taxes

 Ensure your personal taxes are accurate and optimized with our tailored individual tax solutions.

Business Taxes

 From sole proprietors to corporations, we prepare comprehensive and compliant business tax returns.

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Tax Projections

 Stay ahead with accurate tax projections and estimated payments to avoid surprises during tax season.

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IRS Assistance

Our experts handle audits and IRS communications to provide you with peace of mind and effective resolutions.

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Tax Planning

Receive proactive tax advice and planning throughout the year to align with your financial goals and minimize liabilities.

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Major 2025 Tax Changes
Don’t Let Them Cost You More!

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.

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

"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."

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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."

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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."

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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!"

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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"

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Dou L.

Costa Mesa, CA

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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.

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Let's Tackle Your Tax Audit Together!

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