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.
Holistic Financial Planning
Goal-based financial plans integrating investments, real estate, insurance, and tax strategies to guide every stage of your financial life.
Real Estate Advisory & Brokerage
Expert guidance for buying, selling, and investing in property—aligning real estate decisions with your financial goals.
Tax Planning & Preparation
Comprehensive tax minimization strategies, accurate filings, and IRS representation by licensed Enrolled Agents.
Retirement Planning
We develop integrated retirement plans covering IRAs, 401(k)s, pensions, and annuities—helping you maximize savings, minimize taxes, and create lifetime income.
Insurance Solutions
We help you access life, disability, long-term care, and health insurance coverage designed to safeguard your family, income, and business.
Estate Planning Coordination
Collaborative estate and legacy planning with legal and tax professionals to preserve and transfer your wealth.
Investment Advisory & Portfolio Management
Personalized investment strategies and fiduciary portfolio management aligned with your goals, timeline, and risk tolerance.
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.