Tax & Financial Consulting Services - Orange, California

Garrett O.

Finding Michelle was an absolute blessing for my wife and me. I work in sales with various comp plans and bonuses so each year it was a struggle to stay on top of how much I’d owe each year but with a lot of guidance and amazing client service Michelle was able to help us actually get money back year after year.
I’m no expert in this field but after doing some research on her title as a “CRTP” it all made sense on why Michelle is the best and an absolute home run when it comes to handling our taxes.
I’ll save readers the time and post a simple explanation below:
“CRTP Professional Education Requirements
Compared to CPAs

Your tax returns will be prepared by a California Registered Tax Preparer (CRTP), who has undergone a rigorous course curriculum and an examination specifically geared to federal and California income tax law, procedure and preparation. CPAs take a 4 hour exam on federal taxation only, only once in their career, and the examination does not include California tax law or procedure.
CPAs are not required to update their income tax knowledge and stay current with continuing professional income tax education to renew their CPA license. CPAs are required to complete 80 hours of education every two years, but none of it is required to involve either federal or California income taxation.
By contrast, CRTPs are required to renew their California state registration every year and are required to complete a minimum of 20 hours of tax education, involving both federal and California tax laws and procedure, to qualify for renewal. Registration must be completed and renewed every year.”
Needless to say the gap only widens in expertise and knowledge, which shows in Michelle’s dedication to her work and clients. Tax & Financial Consulting Services in OC will always be our number #1 go to for tax and financial needs.

Julie R.

I love the personal attention given to us for our tax preparation needs. Knowledgeable and professional. I’ve been getting my taxes prepared here for over 20 years.

Tyler J.