Expert High Income Tax Planning for Orange County Professionals
Our high income tax planning services in Orange County deliver comprehensive tax preparation, strategic planning, and wealth coordination for executives, professionals, and multi-generational families throughout the region.
Our Personal Services
Comprehensive tax and financial services tailored for individuals and families
Individual Tax Preparation
Comprehensive tax services for professionals and executives
RSU and Equity Planning
Strategic planning for stock compensation
Rental and K-1 Support
Real estate and partnership income optimization
Estate Planning Coordination
Seamless integration with your wealth planning team
Choose Your Service Level
Three comprehensive packages designed for different levels of complexity and support needs
Core Tax Care
For W-2 earners in California
Perfect for salaried professionals with straightforward tax situations
- 1040 + CA tax preparation
- Up to 2 W-2s included
- Transcript monitoring
- Annual withholding review
- 30-minute annual check-in
Common Add-ons
All add-ons are billed at year end as lump sums
- Dependent Returns$399+
- Simple Trusts$865+
- Audit Protection$295+
- Additional State$500+
Professional Plus
For high-income professionals
Ideal for executives, doctors, lawyers, and tech professionals
- Everything in Core Tax Care
- Schedule A itemization
- RSU and stock option planning
- Quarterly tax vouchers
- 2 K-1s and 1 rental included
- Midyear tax review
Common Add-ons
All add-ons are billed at year end as lump sums
- Simple Trust$865
- Dependent Returns$500+
- Additional K1s$500+
- Audit Protection$295+
- Updated Projections$495+
- Additional State$400+
Private Wealth
For executives and investors
For high-net-worth individuals with complex financial situations
- Everything in Professional Plus
- Multi-state tax returns (up to 4)
- AMT planning and review
- 5 K-1s and 3 rentals included
- Charitable giving strategies
- Quarterly planning calls
Common Add-ons
All add-ons are billed at year end as lump sums
- Simple Trust$865
- Dependent Returns$399+
- Additional K1s$500+
- Audit Protection$295+
- Updated Projections$495+
- Additional ConsultationsCustom
- Gift Tax Returns$1,950+
- Document Organization$350+
Not sure which package is right for you? Schedule a consultation to discuss your needs.
Schedule ConsultationReady to Simplify Your Personal Finances?
Choose from our three comprehensive packages designed for different levels of complexity and support needs.