We don't just crunch numbers — we invest in your success. At Balboa Tax & Accounting Services, our approach to accounting is built around partnership. When you work with us, you gain a dedicated team that genuinely cares about growing your profits and helping you hit your financial goals.

Your time is too valuable to spend wrestling with spreadsheets. We use modern tools and technology to streamline your finances so you always have clean, clear data at your fingertips — giving you the insight to control costs, protect cash flow, and run your business at peak performance.

We translate financial data into plain language so you can make confident, informed decisions. On top of that, we build forward-looking tax strategies into our accounting work — so when year-end arrives, you keep more of what you've earned.

Accounting and Bookkeeping Services

Whether you're launching a new venture or running an established company, our accounting solutions are built to grow with you. Call 949-752-1120 or request a free consultation to get started today.

• Accounting for businesses
• Bookkeeping services
• Financial statement preparation
• Budgeting and forecasting
• Cash flow management
• Tax preparation
• Tax planning
• QuickBooks® support
• Payroll services
• Business incorporation and advisory

Running a business takes everything you've got — and the last thing you should be doing after a long day is sorting through financial records. At Balboa Tax & Accounting Services, we understand that your books are critical but your time is limited. Asking your team to handle it isn't always the right answer either.

Outsourcing is the smart solution. You skip the cost of a full-time hire, your team stays focused on what they do best, and your finances get handled by specialists. From everyday payroll to complex reporting and tax filings, our Newport Beach team takes it all off your plate — while keeping you fully in the loop.

Locally Outsourced Accounting for Businesses

Ready to simplify your finances? Call 949-752-1120 or request a free consultation to learn how outsourcing your accounting can benefit your business.

• Bookkeeping services
• Outsourced accounting from a local accounting firm
• Support and file clean-up for QuickBooks™
• Payroll processing services
• Weekly and monthly reporting
• Accounts payable and receivable
• Financial statements
• Cash balance tracking
• Monthly closings
• Balance sheets
• Credit card reconciliations
• General ledger maintenance

Processing payroll is one of those tasks that looks simple until you're in the middle of it. Between calculating wages, withholding taxes, and generating W-2s, it eats up time you don't have. At Balboa Tax & Accounting Services, we take payroll off your list so you can stay focused on running your business.

When you let our Newport Beach team handle payroll, you free up time and energy for revenue-generating activities. Our payroll professionals use up-to-date technology to ensure accuracy on every run — reducing the risk of costly errors that often come with in-house processing.

Payroll for Businesses

Get reliable, affordable payroll handled for you. Call 949-752-1120 or request a free consultation to learn how we can simplify payroll for your business.

• Payroll tax filings
• Preparation of W-2's, W-3's, and 1099s
• Direct deposits
• Customized payroll reports
• Weekly, bi-weekly or monthly payroll processing
• Weekly accounting summaries
• Unemployment claims
• Worker's compensation audits

Starting a business the right way sets the foundation for long-term success. At Balboa Tax & Accounting Services, we do more than file your paperwork — we guide you through every financial decision from the very beginning. We're the all-in-one resource for incorporation, tax strategy, accounting, and business advisory.

We'll walk you through the pros and cons of each business structure — C-corp, S-corp, or LLC — so you choose the one that best protects your assets and minimizes taxes. From there, we build a customized financial strategy aligned with your structure to drive profitability from day one.

Business Incorporation Services

Call 949-752-1120 or request your free consultation today to get started on the right foot.

• New business incorporation
• Choosing the right business entity structure
• C-corporation, S-corporation, and LLC setup
• Registered Agent services
• Business license filing
• Tax ID number (EIN) application
• State and local business registration
• Post-incorporation tax planning

Earning the Certified Tax Coach (CTC) designation requires training that goes well beyond a standard CPA or Enrolled Agent license. Through the American Institute of Certified Tax Coaches (AICTC), CTCs learn advanced, proactive planning methods — not just compliance. The focus is on finding deductions, credits, and legal strategies that most tax professionals overlook, making CTCs especially valuable to business owners, entrepreneurs, and high net worth individuals.

About The AICTC

The AICTC is a nonprofit organization dedicated to training financial professionals in tax-reduction strategies. To keep their certification active, CTCs must complete continuing education every year. The organization also upholds a strict Code of Ethics, ensuring every member meets the highest standards of professional integrity.

About the Certified Tax Coach (CTC) Designation

Becoming a Certified Tax Coach requires completing an intensive three-day training academy. This rigorous program produces professionals who are fully equipped to deliver exceptional tax planning — and deeply committed to client satisfaction.

Trusted Tax Planning

A Certified Tax Coach's job is to save you money — period. Every recommendation we make is grounded in your best interests, backed by ethical standards, and fully compliant with tax law. When you work with us, you get results you can trust.

Reach out to Balboa Tax & Accounting Services and put a Certified Tax Coach in your corner today.

When did your current CPA last reach out with a way to lower your taxes? For most accountants, the job stops at compliance — filing accurately and on time. But that's only half the picture. To truly reduce what you owe, you need a professional who actively hunts for savings on your behalf.

If you're a business owner or individual earning $250,000 or more annually, working with a Certified Tax Coach can make a significant difference. Here's what sets us apart:

Tax Laws Are Complex

The U.S. tax code spans more than 67,000 pages and changes constantly. Staying on top of every update — and knowing how it affects your specific situation — is a full-time job. That's exactly what we do.

Tax Coaches are Experts in Proactive Tax Planning

Our Certified Tax Coach training gives us the ability to recover thousands of dollars in unnecessary tax payments for our clients each year. We identify credits and deductions that most CPAs and even Enrolled Agents routinely miss — using completely legal strategies to bring your tax burden down as far as the law allows.

Find Ways to Reduce Your Tax Burden

When you work with us, we don't just hand you a plan — we walk you through it. We explain every strategy in plain language, show you exactly what steps to take, and help you implement changes that start reducing your taxes right away.

Choosing the right tax professional can make a significant difference in what you pay. Should you go with a CPA, a general accountant, or an enrolled agent? The answer might surprise you.

Enrolled Agents Specialize in Tax

While CPAs and accountants are qualified to prepare returns, their credentials don't require specialized tax knowledge. Enrolled agents, on the other hand, are licensed directly by the IRS and focus exclusively on taxes. If reducing your tax burden and sailing through tax season are your goals, an EA is your best choice.

Enrolled Agents:

• Have completed special tax training
• Are certified by the IRS
• Stay current on changing tax legislation

What is an Enrolled Agent?

Enrolled agents hold a federal license granted by the IRS, authorizing them to represent clients in any state. Earning this credential requires passing a thorough government background check and meeting strict ethical standards. EAs must also complete 72 hours of continuing education every three years to stay current with tax law.

Tax Services You Can Trust

As a licensed enrolled agent, Balboa Tax & Accounting Services handles IRS problem resolution, precise tax preparation, and forward-thinking tax planning. To explore your savings opportunities or get help with a tax issue, call 949-752-1120 or request a free consultation today.

Handing over a box of receipts in March and hoping for the best is not a tax strategy. For business owners who want to consistently pay the lowest taxes legally possible, the work starts well before year-end. At Balboa Tax & Accounting Services, we build proactive plans that manage your liability all year long.

Our Certified Tax Coach credentials give us the tools to reduce your tax exposure, increase your take-home income, and improve your bottom line. We stay current with every change in the tax code so our clients always benefit from the most up-to-date strategies available.

Tax Strategies for Businesses

Every client engagement starts with a thorough tax strategy — a personalized roadmap to reducing what you owe and growing your wealth. We begin with a conversation about your finances, follow up with a short questionnaire and review of prior returns, then spend the next couple of weeks researching every viable option. The result is a detailed, customized plan delivered just for you.

Your Trusted Tax Advisor

Our goal is to be more than a service provider — we want to be your trusted financial partner for the long haul. You'll always get responsive, straightforward guidance from our team, and we'll continuously update your strategy as tax laws evolve. Compliance and maximum savings, every year.

If tax season fills you with dread, you're not alone — but it doesn't have to be that way. High tax bills are not inevitable, and the path to a better outcome starts months before the deadline. At Balboa Tax & Accounting Services, we help business owners and individuals build smart, personalized tax plans that take the stress — and the sting — out of tax time.

Everything we do begins with a customized plan built around your specific financial picture.

Tax Planning Comes First

Great tax preparation is the result of great tax planning. We get to work well before filing season by learning everything about your homes, businesses, investments, and tax history. From that information, we craft a targeted strategy that captures every available federal and state credit, deduction, and legal advantage — including ones most accountants never find.

The result? Dramatically lower tax bills when we file your return at year-end.

Tax Return Preparation Services

Why choose a Certified Tax Coach for your tax preparation? Because we treat every return as an opportunity to save you money. Our approach goes beyond compliance — we use the full scope of the tax code to ensure you never pay a dollar more than required. Our methodology has saved clients thousands each year, and we can do the same for you.

According to the U.S. Government Accountability Office, American taxpayers overpay billions in taxes each year — simply because they don't know what they're entitled to. With the right guidance, those overpayments stop. Balboa Tax & Accounting Services specializes in helping business owners and entrepreneurs find real, lasting tax savings through strategies that are both legal and highly effective.

As a Certified Tax Coach, every strategy we recommend is legal, ethical, and built to deliver measurable savings. Here's what working with us looks like:

Look at how you make your money.

The U.S. tax system rewards business owners and investors. One of our most effective strategies involves restructuring how your income appears to the IRS — legally reducing your taxable income and shifting more into tax-advantaged categories.

Keep an eye on tax code changes.

New tax legislation is added every year, and each change brings both risks and opportunities. We stay on top of every update and proactively adjust your strategy — so you're never caught off guard at tax time.

Work with the IRS, not against them.

There are no shortcuts worth taking — and we don't use any. We show clients how to take advantage of completely legal provisions in the tax code that most people simply don't know exist. The result is real, sustainable savings that stand up to scrutiny.

Be proactive about reducing your taxes.

Tax planning only works if you start early. The strategies that produce the biggest savings need to be in place throughout the year — not assembled at the last minute. Let us build a personalized Tax Strategy for you today so you can start seeing results right away.

At Balboa Tax & Accounting Services, our focus is simple: reduce your taxes and grow your wealth. Unlike professionals who only review your finances at filing time, we build year-round strategies that continuously manage and minimize your tax exposure. As Certified Tax Coaches, we leave no legal savings opportunity unexplored.

Our clients save thousands in taxes each year — and getting started is straightforward. Reach out today and here's what happens next:

1. Meet Your Tax Coach

We schedule a conversation at a time that works for you. We'll ask about your business, your current financial picture, and where you want to be in the future.

2. Complete a Tax Questionnaire

You'll fill out a short questionnaire covering your investments and business structure — S-Corp, LLC, Limited Partnership, or otherwise. We'll also review copies of prior returns and gather any additional details about your income and expenses.

3. Get Your Tax Strategy

This is where we do the heavy lifting. Within approximately two weeks, we analyze everything, explore multiple tax-reduction approaches, and build your personalized strategy. We present it in plain, understandable language and walk you through every recommendation on a follow-up call.

4. Put Your Tax Plan in Motion

Having a plan is one thing — executing it is another. We stay by your side through the implementation process, providing ongoing guidance to ensure every strategy delivers the savings we projected. Your financial growth is our benchmark for success.

You've worked hard to build something valuable — but have you planned for what happens next? Preparing for a business transition is one of the most important financial decisions an owner can make. At Balboa Tax & Accounting Services, we specialize in business valuations, buy-sell agreements, succession planning, and exit strategies designed to protect your investment and maximize what you walk away with.

Whether you plan to sell, pass the business to family, or explore other options, our advisors create a comprehensive financial plan tailored to your priorities. We evaluate where your business stands today and chart a clear course toward the outcome that best serves your long-term wealth.

Protect and maximize the value of what you've built. Call 949-752-1120 or request your free consultation to start planning today.

Investment Advisory Services offered through Lion Street Advisors, LLC. (LSA), an investment adviser registered with the SEC. Balboa FL, Inc. and LSA are not affiliated. LSA does not provide tax or legal advice.

Business Transition and Financial Services

• Employee benefits coordination
• Pension plan asset management
• Buy-sell agreements
• Strategic tax planning
• Business succession planning
• Exit strategies
• Preparing the business for sale or internal transfer
• Preparing a successor
• Work with buyers in transition
• Business valuation
• Risk management
• Estate and trust planning
• Gift tax planning
• Financial coordinator

A college education is one of the largest investments a family makes, and the earlier you plan, the better your options. Our advisors at Balboa Tax & Accounting Services will help you build a college savings strategy, identify tax advantages along the way, and keep the plan on track as your family's needs evolve.

After reviewing your complete financial picture, we'll recommend the right savings vehicle for your situation. A 529 plan is a popular choice — it offers tax-deferred growth and tax-free withdrawals when funds are used for qualified education expenses. Certain states also provide additional deductions for in-state residents. Keep in mind that non-qualifying withdrawals are subject to taxes and a 10% penalty. Alternatively, a Coverdell Education Savings Account (ESA) provides similar tax-free benefits and can be used at any accredited institution.

Let our financial advisors help you make the most of every dollar saved for your child's future. Request a free consultation or call 949-752-1120 to get started.

Investment Advisory Services offered through Lion Street Advisors, LLC. (LSA), an investment adviser registered with the SEC. Balboa FL, Inc. and LSA are not affiliated. LSA does not provide tax or legal advice.

College Savings Plan Services

• 529 plan selection
• Cost and savings assessments and prediction services
• Tax-sensitive investment counseling
• Coverdell Education Savings Account (ESA)
• College savings trusts
• Portfolio management

Running a successful business means your time is always spoken for. Managing your personal finances on top of that shouldn't fall on your shoulders alone. At Balboa Tax & Accounting Services, our financial coordinators take ownership of your complete financial picture — investments, estate planning, asset reporting, and more — so you can focus on what you do best.

Your financial coordinator will work to minimize your tax obligations, protect your assets, and establish clear controls over your cash flow. We track every dollar in and out, keep your plan on course, and make sure your financial life supports the lifestyle you've built.

Call 949-752-1120 or request a consultation to learn how a financial coordinator can safeguard and grow your wealth. We work with business owners, entrepreneurs, and high-achieving individuals across a wide range of industries.

Investment Advisory Services offered through Lion Street Advisors, LLC. (LSA), an investment adviser registered with the SEC. Balboa FL, Inc. and LSA are not affiliated. LSA does not provide tax or legal advice.

Wealth Management for Individuals

• Asset reporting and tracking
• Investment management
• Budgeting and cash management
• Quarterly financial reporting
• Establishing financial controls
• Personal bookkeeping and bill-paying
• Asset allocation analysis
• Wealth management and financial planning
• Estate planning and trust administration
• Charitable giving

High net worth individuals face a unique set of tax challenges — and opportunities. At Balboa Tax & Accounting Services, we draw on deep experience crafting tax strategies for business owners, entrepreneurs, and affluent individuals to help you keep more of what you earn. We stay actively engaged throughout the year, monitoring your liability, advising on financial moves, and catching tax-sensitive decisions before they cost you.

Wherever you are in life, our advisors build plans that protect your income and reduce your tax burden. We take a comprehensive look at your finances and develop a customized strategy to eliminate year-end surprises. Every return we prepare is fully compliant with current law — ensuring you stay off the IRS radar while paying the absolute minimum required.

We serve clients throughout the Newport Beach area and beyond. Call 949-752-1120 or schedule your consultation online and let's talk about how much we can reduce your tax burden.

Individual Tax Reduction Planning

• Income tax planning and compliance
• Quarterly estimated tax planning to avoid penalties
• Tax-efficient investment planning
• Stock option planning for executives
• Trust and estate planning
• Preparation of individual tax returns

What if you had access to detailed financial reports whenever you needed them, along with practical advice to strengthen your cash flow and the confidence of knowing your taxes are always handled? That's what Balboa Tax & Accounting Services delivers through our outsourced CFO services. You get the expertise of a seasoned Chief Financial Officer at a fraction of the cost — reports, budgeting, bookkeeping oversight, and strategic tax planning all handled by our team of Certified Tax Coaches.

CFO Services

Call 949-752-1120 today to find out how our customized CFO services can elevate your business, or schedule a free consultation online.

• Interim CFO or controller
• Business planning
• Profit improvement strategies
• Operations review
• Cash flow management
• Small business tax planning
• Training for in-house bookkeepers
• Mergers and acquisitions
• Raising capital
• Due diligence
• Risk management

Your business may be ready for CFO-level guidance before it's ready to support a full-time executive salary. That's exactly what outsourcing solves. At Balboa Tax & Accounting Services, we deliver the financial leadership and planning expertise your business needs — without the overhead.

You get the strategic insight of an experienced CFO while avoiding the cost of a full-time hire. Our team takes the time to understand your business thoroughly — your current situation, your goals, and the challenges standing between you and growth. We then build detailed financial analyses and actionable plans to improve performance, increase profitability, and help you navigate complex decisions like mergers or acquisitions.

Part-Time CFO and Controller Services

Ready for the financial guidance your business deserves? Call 949-752-1120 to request your free consultation.

• Part-time CFO services
• Interim CFO or Controller
• Strategic business planning
• Business improvement strategies
• Tax planning to maximize profits
• Cash flow management
• Financial analysis and reporting
• Operations review
• Mergers and acquisitions
• Risk management
• Due diligence
• Raising capital
• Training for in-house accountants and bookkeepers

Tax law never stands still — and neither do we. Our team monitors every legislative change and new regulation to identify opportunities that benefit you or your business. When the law shifts, we make sure you're positioned to take advantage, all while staying fully compliant.

The right tax professional pays for themselves many times over. Call 949-752-1120 or request your free consultation to discover how much we can save you.

Our Tax Planning Services Include

• Individual and business tax planning
• Multi-year tax projections
• Entity structure analysis and optimization
• Retirement plan selection and optimization
• Income timing and deferral strategies
• Investment tax strategies
• Estate and gift tax planning
• IRS audit representation

At Balboa Tax & Accounting Services, our Certified Tax Coach training sets us apart. We work with business owners, entrepreneurs, physicians, and professional athletes to consistently reduce their tax burden — identifying specialized credits, surfacing overlooked deductions, and applying legal strategies that significantly lower what you owe.

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We appreciate your interest in Balboa Tax & Accounting Services. Schedule your consultation and we'll send you a complimentary hardcover copy of Thinking Outside the Tax Box!* Our tax reduction services deliver the strongest results for business owners earning $250,000 or more.

*The complimentary book offer is available to qualifying business owners who match our client profile.

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Privacy Policy Balboa Tax & Accounting Services is bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

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We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. If you want to modify or delete any personal information you have provided, simply contact us at 949-752-1120.

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