Accounting services · Nationwide
Financial clarity
you can build on
Accounting, tax and advisory
We take care of the bookkeeping, compliance and reporting so you can spend your time running the business — with fixed fees agreed before the work starts.
- A named accountant on every engagement
- Work with us online or at the office
- Companies, partnerships, contractors and sole traders
Why firms choose us
Fixed fees
Quoted before work starts
Named contact
Not a general inbox
Online or in person
Whichever suits you
On schedule
Every filing date tracked
We work remotely across the country and in person at the office in County of Orange, Fountain Valley, California.
Minh Pham
Founder & Principal
About the FOUNDER
Your dependable partner in accounting
As a Certified Public Accountant and former Internal Revenue Agent at the IRS, Minh brings more than a decade of experience in public accounting, tax planning, audit representation, and consulting for mid-size and small businesses of various industry sectors, including manufacturing, distribution, food service, real estate, retails sales, professional services, and high net worth individuals.
Grew up in Orange County California, Minh loves to spend time at the beach walking/bike riding with his wife and daughter. Also, He is passionate with playing pickleball and loves to play challenge games at various public parks in Orange County.
Education and Certifications:
- Certified Public Accountant (CPA) License, CA Board of Accountancy.
- Enrolled Agent (EA) License, Internal Revenue Service.
- Bachelor’s Degree in Finance, CA State University of Fullerton.
- Master’s Degree in Finance, CA State University of Fullerton.
Experience and judgement
A CPA reviews every set of accounts before it leaves the office.
An individual approach
The same attention whether you are a growing company or a sole trader.
We work online
Documents, questions and reviews can all be handled remotely, at your convenience.
Deadlines met
Filing dates are tracked across the year so nothing is ever left to the last week.
What we do
Comprehensive Tax & Accounting Services
A full package of accounting, tax and audit defense services — everything a company or an individual needs, priced as a fixed monthly fee.
Accounting & bookkeeping
Year-end accounting and tax preparation for companies — a complete set of financial statements, filed ahead of the deadline.
Business tax returns
Preparation and submission of S Corp, C Corp, and Partnership returns. Checked before it is filed, and always on time.
Business formation & structure
Advising clients on type of entity selection and act as the official point of contact for legal and state correspondence.
Personal tax returns
Preparation and submission of tax returns for individuals, partners, contractors and the self-employed, with liabilities flagged early.
Tax audit defense
Represent clients in tax audits by managing all communication, meetings, and negotiations with the IRS or state tax agencies on their behalf.
Tax planning & advisory
Provide year-round tax strategy, business structure, and timing of income & deduction for individual and businesses.
Questions about our fees?
Fees depend on the volume of work and the filings you need. Get in touch for a free consultation and a fixed quotation.
How we work
A clear sequence, from first call to ongoing review
Nothing here should be a surprise. You will know what happens next, who is doing it and when it lands.
Introductory call
We look at your current records, your obligations and what you actually want to know each month. No charge, no obligation.
Scope and fixed quote
You receive a written scope listing every deliverable and its deadline, with a fixed monthly fee attached to it.
Onboarding and handover
We collect your records, connect your systems and agree the reporting calendar for the year. If you are moving practice, we handle the transfer.
Monthly rhythm and review
Filings go out on time, reports arrive on the same date each month, and we sit down periodically to talk about what the numbers mean.
Fees
Accurate Financial Reporting for Sustainable Growth
The firm delivers comprehensive tax and accounting solutions that integrate advanced cloud platforms, rigorous quality controls, and industry best practices to promote financial clarity.
COMPLIANCE PACKAGE
For those that just need tax return prepared and don’t have any tax questions throughout the year.
Price to be confirmed
INDIVIDUAL TAX COMPLIANCE
- Federal & State (Basic)
- Standard deduction
- Form 1099 or form W-2
- Review of tax return
Business tax & bookkeeping
- Dedicated bookkeeper
- Quarterly bookkeeping review
- Annual accounts and tax return
- Filing deadline reminders
- Prepare comprehensive, tax-ready financial reports
Most requested
COLLABORATION PACKAGE
For those that want year-round access to their CPA. Perfect for small to medium business owners.
Price to be confirmed
INDIVIDUAL tax COLLABORATION
- Federal & State (Complex)
- Itemized deduction
- Schedules B, C, D, F, and E
- States & Federal notice assistance
- Year-round access for “Quick Questions”
Business tax & bookkeeping
- Everything in compliance package
- Dedicated Certified Public Accountant
- Quarterly or bi-annual CPA Meeting
- Monthly bookkeeping review
- Other required filing with States & Local
- Year-round access for “Quick Questions”
- States & Federal notice assistance
CONCIERGE PACKAGE
For those that want to have multiple touch points throughout the year for tax planning & strategy.
Price to be confirmed
INDIVIDUAL TAX ADVISORY
- Everything in collaboration package
- Mid-year & fall tax projection
- Annual tax planning meeting
Business tax & bookkeeping
- Everything in collaboration package
- Fractional corporate controller
- Monthly or quarterly meeting
- Weekly bookkeeping and supplier payments
- Budgets, forecasting and cash flow modelling
- Mid-year & fall tax projection
- Direct line to a senior adviser
Questions
Things clients ask before they move
If your question is not here, send it over. We answer directly rather than pointing you at a form.
How are your fees calculated?
We agree a fixed monthly fee based on the scope of work, the volume of transactions and how many filings you need across the year. The figure is confirmed in writing before anything starts, and it does not change unless the scope does.
Can you take over from our current accountant?
Yes. We write to your existing adviser, request the handover information and reconcile the opening position before we take the ledger on. You will not need to chase anyone.
Which accounting software do you work with?
We work in whichever cloud ledger you already use. If you are still on spreadsheets we will set something up and migrate the history, at no extra cost during onboarding.
Do we have to come to the office?
Not unless you would like to. Most clients work with us entirely remotely, with documents shared through a secure portal and reviews held by video call. The meeting room is there when you want it.
How quickly will someone come back to me?
You will have a named contact and their direct line. Routine questions are answered the same working day; anything that needs research comes back with a written note, usually within two.
How is our information kept confidential?
Records are held on encrypted systems and accessed only by the people assigned to your engagement. We will tell you where your data sits and who can see it before you send us anything.
Who we work with
Sectors we know well
Familiar ground means fewer questions from us and better questions to you. These are the sectors where most of our work sits.
Professional services
Consultancies, agencies and partnerships billing on time or retainer.
Retail and restaurant
Daily takings, stock movement and multi-site reporting made comparable.
Medical & dental practices
Mixed income streams, associate payments and partnership drawings.
Property and landlords
Rental portfolios, service charges and disposals across the year.
Get in touch
Let us talk about what you need
Call, email or come in. We work online and at the office — whichever suits you.
Opening hours
Monday to Friday, 9:00 – 17:00
Weekends by appointment
Fees quoted in advance
Get in touch for a free consultation and a fixed quotation matched to what your business actually needs.
County of Orange, Fountain Valley California
Wondering what it would cost to move?
Send us last year’s accounts and we will come back with a fixed quotation and a plan for the handover. No obligation, no sales call.