About Balboa Tax & Accounting Services

At Balboa Tax & Accounting Services, we use our unparalleled training as a Certified Tax Coach to save successful business owners, entrepreneurs, doctors, and professional athletes thousands of dollars in taxes every year. We know how to identify special tax credits, uncover hidden deductions, and leverage little-known loopholes to significantly reduce your tax obligations so you pay less taxes.

Free Tax Planning Book With Consultation

How can we do this for YOU? When you schedule your free consultation, we’ll examine your finances and design a proactive Tax Strategy to reduce your overall tax burden. Our methods are legal, ethical, easy to implement, and incredibly effective for people making over $250,000 a year. As a special thank you for scheduling your consultation, we’ll give you our book, Thinking Outside the Tax Box!* as our gift.

*The free book offer is limited to successful business owners and high net worth individuals who fit our target audience.

Mohsen Khodaverdi, Partner, EA, Financial Advisor, Certified Tax Coach

Mohsen Khodaverdi

Mohsen Khodaverdi has an extensive background in taxation and has been providing accounting services for over 20 years. Originally from Iran, Mohsen moved to the United States in 2014 and later was appointed as an Enrolled Agent by the Internal Revenue Service (IRS). As a federally licensed tax professional, Mohsen prides himself on adhering to high ethical standards and is able to represent taxpayers in any state.

To extend his tax planning expertise even further, he became a Certified Tax Coach (CTC) with the American Institute of Certified Tax Coaches. Certified Tax Coaches are committed to uncovering hard-to-find deductions and legal loopholes to dramatically reduce taxes.

Armed with this unique education, Mohsen specializes in creating proactive tax planning strategies for small business owners, entrepreneurs, and high net worth individuals.

Mohsen lives with his wife and two children in Irvine, CA.

Kevin Dong, Partner, Tax & Accounting Manager

Kevin Dong

Kevin Dong began his career in public accounting where he quickly rose to become an expert in bookkeeping, tax preparation and more. His energy, entrepreneurial spirit, and passion for accounting led him to start his own business. At Balboa Tax & Accounting Services, Kevin consults in business development, train and recruit staff and provide a wide range of accounting services.

Kevin received his Bachelor of Business Administration from California State University at Fullerton in 2014.

Brandon Johnson, Partner, CPA, Certified Tax Coach

Brandon Johnson

Brandon grew up in a small town in Washington state along the Oregon border - a beautiful national scenic area known as The Gorge.

Brandon graduated from Portland State University with a Bachelor's degree in Accounting back in 2013, where he also completed the Army ROTC program. He is a Certified Public Accountant and Certified Tax Coach who has worked with business owners for almost a decade. Brandon is also a Captain in the Oregon Army National Guard and is approaching his 20 year retirement there.

Today he is focused on helping small to Mid-Size Business owners be more profitable and pay less tax. He enjoys helping people and showing them things that will improve their finances and their lives. He is a father and a husband, who is married to a beautiful immigrant from China that he met in college.

Louis A. Gardner, Senior Financial Advisor

Louis Gardner

Louis A. Gardner, Senior Financial Advisor at Balboa Tax & Accounting Services, has been in the financial services industry for over 30 years. Throughout his career, he has held executive positions with three major insurance carriers.

Louis has been recognized as one of the nation's Best Advisors by Medical Economics due to his extensive knowledge and expertise in financial advisement. He excels in assisting corporate clients in devising executive, core, and voluntary benefits, as well as guiding individual clients in various financial matters.