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We will prepare and file your taxes

For Individuals and Business

You can trust us to always get it right for you

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Tax Consulting

Wealth Management Tax Center professionals are specialists in a variety of areas. We have the experience and knowledge necessary to provide expert tax consulting and planning services for couples, families, and individuals.

Simplify your small business taxes.

We help thousands of business owners with self-employment and small business taxes each year. Work with your tax pro in person or virtually. We’ll ensure you get every credit and deduction available.

Our CPAs will review your financial records and help you prepare for your audit, and we will represent you throughout the process.


We’d like to offer you a free, confidential consultation to assess your situation and discuss your options. Please give us a call on 562-427-8877 to set up an appointment. It’s the first step toward putting your IRS problems behind you.


Get a free consultation today!

Business Tax Preparation

  • Sole proprietorships

  • S Corps

  • C Corps

  • General partnerships

  • Limited Liability Corporations (LLC)

  • Non-Profit Tax

  • Expatriate Tax Preparation

While preparing your own tax return may sound like a good way to save money, it often ends up costing you in the long run. An amateur tax preparer can miss valuable credits and money-saving deductions that could reduce your annual tax bill or provide a significant return. While tax software offers some assistance, there’s no substitute for the real-world experience of a qualified professional when it comes to tax preparation.

United States citizens working across the border in Canada, Mexico, or overseas, need specialized tax preparation services. We’re experienced in international tax law and can prepare these types of tax returns and file them electronically.

At Wealth Management, we keep up with changes in the tax laws and are always looking for new ways to help our business clients keep more money in their hands, instead of sending it to the IRS. We have the skills to prepare your taxes in compliance with all Federal and State tax laws. We offer prompt, efficient preparation of all types of returns including corporate tax filings, multi-state taxes and individual income tax returns.

Tax Consultation

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Our IRS Problem Resolution Services

Having delinquent taxes or other IRS problems is like a dark cloud hanging over your head, but there’s no need to face your situation alone. Wealth Management Financial Advisors can work with the IRS to resolve several troublesome issues.

Unfiled Returns and Back Taxes

After looking at your situation and identifying your options, we will complete your delinquent tax returns, file them for you, and do our best to minimize your debt and avoid penalties.

Tax Liens and Levies

Placing liens and levies are among the options tax authorities have for collecting back taxes. If this has happened to you, Wealth Management will work with the IRS to resolve the issue and keep them from seizing your property.

Wage Garnishment

If your paycheck has been garnished to collect a delinquent tax bill, we can contact the IRS on your behalf and work toward an arrangement that will settle the debt and make your paycheck whole again.

Tax Settlement Options

We are experienced in working with the IRS to negotiate several tax settlements options, including:

  • Offer in Compromise: This is an agreement that enables you to settle your tax debt for an amount that is less than what you owe.

  • Installment Agreement: This breaks your total tax debt into a number of installment payments.

  • Currently-Not-Collectible Status: This means the IRS has removed your account from active collection efforts.

  • Penalty and Interest Reduction: This is possible in some cases. Wealth Management will make every effort to help you reduce your obligations.

  • IRS Audit Assistance.

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