Tax & Consulting Services
Servicing From The Comfort Of Your Home
Easy Online Payments
Virtual One-on-One Appointments
Tax Resolution and Audit Defense
Professional individual and small business tax preparation done right. Need tax strategy? We take care of that too!
Need a crowbar to get the IRS off your back? We can help with audit defense and fight to keep your hard earned money in your pockets.
Whether it is determining the type of business structure, deciding on what accounting systems to use, or you need bookkeeping services, financial consulting ensures that your business runs smoothly while you focus on your passion.
Contact-Free Tax Preparation Made Easy
No more driving to a tax office and waiting in the lobby to be seen
Send Us Your Documents
We Process Remotely
You E-Sign Returns
We E-File with IRS
Meet Daniel Ortiz, CPA
Accountant & Thrill Seeker
Certified Public Accountant dedicated to making your life easier. After graduating from the University of Southern California with a B.S. in Accounting, I took my education and applied it in public accounting. I gained invaluable experience that allowed me to expand my scope and be able to explore different financial services. I'm excited to share my experience with you and help service your financial needs.
However, It's not all numbers with me! I also love mountain biking. You can generally find me in south Orange County on the weekends making my way down some downhill trails.
Mr. Ortiz has provided me with a hassle-free service, answered all my questions, and was able to conduct work all while maintaining a professional attitude. His dedication and experience has proven to be superb amongst others!
Doing my taxes online by myself was complicated. Daniel made filing easy! I sent him my documents and he kept great communication to make sure everything was correct and that I was getting my biggest refund. I trust Daniel with all of my future tax returns!
My experience with Mr. Ortiz’s services was without a doubt outstanding. All my questions and concerns were answered in depth. He is reliable, honest, and professional above all. His services excel greatly.