About Balboa Tax & Accounting Services

At Balboa Tax & Accounting Services, we use our unparalleled training as a Certified Tax Coach to save successful small 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, Writeoffs to the Rescue* 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, 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.

Jeremiah Murphy, CPA, CTC

Jerry Murphy CPA

Jeremiah (Jerry) Murphy is a highly experienced Certified Public Accountant with an expansive background in the accounting industry. Since 1976 he has been a Certified Public Account in California (#24079) and, since 2021, a Certified Tax Coach (CTC).Jerry specializes in proactive tax planning strategies for small business owners and high net worth individuals.

Jerry began his career as a staff accountant in his father’s CPA firm in New Jersey before moving to California and starting a CPA firm. That practice morphed from a sole-proprietorship to a partnership and then into a larger partnership with five CPAs and several offices in Northern California. He eventually left the partnership and started a practice on his own where he offered clients a full-service experience including tax compliance and planning services as well as accounting and auditing. In 2018 he sold his practice and joined Balboa Tax & Accounting Services.

In addition to his work as a CPA, Jerry became an associate professor at the College of the Redwoods, Mendocino Coast Campus where he taught Introduction to Accounting and several QuickBooks courses. He is also a Vietnam-era veteran and served as a Special Agent for the U.S. Army.