Tax Services That Save You Money Year-Round
At Wealth Management, we deliver a full suite of fiduciary financial services for individuals, families, and business owners across Irvine, Orange County, and Whittier.
Tax Preparation
Accurate and compliant tax preparation for individuals and businesses, ensuring timely filings and reduced risk of penalties
Tax Planning
Year-round tax planning strategies designed to reduce tax liabilities and support long-term financial goals. Proactive Strategies to Minimize Taxes
Financial Planning
Comprehensive financial planning integrating retirement accounts, annuities, and insurance to build and protect long-term wealth.
Real Estate Planning
​Strategic guidance on real estate ownership, investments, and transactions to optimize cash flow and tax outcomes.
Estate Planning
Coordinated estate and asset protection planning to preserve wealth and ensure a smooth transfer to future generations.
Tax Services That Save You Money Year-Round
Tax Resolution
End Audit Anxiety
Penalty Worries Gone
Secure Financial Future
Don't let unpaid taxes, terrifying audits, and looming penalties paralyze your business. The threat of 'financial ruin' and 'legal trouble' can be overwhelming. But you're not alone. Our expert tax resolution team is ready to negotiate with tax authorities, reduce penalties, and secure your business's future.
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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."
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
Let's Tackle Your Tax Planning Together!
Start with a free consultation today! Let us understand your needs and guide you through your tax journey.