Tax Services

Business and Individual Tax Services in Newport Beach

Putting your Taxes in the best Light

Most people find taxes to be a pain. Nobody likes to think about them, but they are inevitable. At James D. Anderson CPA, we've been helping businesses and individuals from our office in Newport with their taxes for over 30 years. With a Master’s in Business Taxation, Anderson can help you with all things tax-related. 

Tax Planning 

Even if Tax Day is months off, it pays to start planning today. Our Newport Beach accounting firm can help you:

Defer income so you can keep more money now and pay fewer taxes later

  • Reduce taxes on your:
  • Income 
  • Estate
  • Retirement Distributions
  • Investments
  • Gifts
  • Increase and preserve your assets

Our Tax Strategies

After working with many businesses and individuals in the Newport Beach area, Los Angeles and beyond, we've developed tax strategies that will let you:

  • Shift income and expenses from one year to another so they won't be taxed as much
  • Split income amongst family members or legal entities in order to get in a lower tax bracket
  • Use investments to create income that is tax exempt from state and/or federal taxing entities
  • Find deductions by structuring your money to pay for things such as a vacation home
  • Defer tax liabilities through pension plans and contributions

Tax Preparation

Many people choose to file their own taxes or leave it to a box chain tax store but what we offer goes beyond the normal. We will:

  • Go over your W-9’s (for business owners) and comb through your paperwork to find deductions.
  • Communicate any questions, concerns and/or tax saving ideas 
  • Double-check your return with our advanced computer software to identify and correct any issues
  • File your tax return electronically so you can get your refund quickly
  • Show you how to adjust your payroll withholdings to get back more money
  • Find potential deductions to limit your tax liability for next year

IRS Problem Resolution

We have years of experience helping people with IRS issues and audits. We can assist you with:

  • An impending IRS audit
  • Non-filed returns
  • Back taxes owed
  • Payroll problems
  • Wage garnishment
  • Levies, liens, or seizures

Our IRS Solutions

We will work with you to solve IRS problems as quickly and discretely as possible. We can help you:

  • Set up a payment plan
  • Settle your debt (sometimes for pennies on the dollar)
  • Explore bankruptcy as an option if the situation permits
  • Get out of debt if it was caused by your spouse's misdeeds

When it comes to taxes, we at James D. Anderson CPA are the experts. Get in touch with us for more information on what we can do for you.

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
 
Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
IRS Problem Resolutions
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.
   

Get In Touch

At James D. Anderson CPA, we've been serving the accounting needs of Newport Beach, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

James D. Anderson CPA

1101 Dove Street Suite #100 ,
Newport Beach, CA 92660
T: (949)720-1090
F: (949)833-1292
E: Jim@jamesandersoncpa.com

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