top of page
NYC Skyline BW
InkedFullColor_1280x1024_300dpi_LI COPY.

Dedicated to Your Success

Allowing you to focus on what really matters


Tax & Consulting Services

Hablamos Español

Servicing From The Comfort Of Your Home 

Contact -Free

 Easy Online Payments

Virtual One-on-One Appointments

Tax Services
Tax Resolution and Audit Defense
Financial Consulting

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.


New Emal

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
Website Picture.JPG

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.   



Client Testimonials

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!

Adriel S.

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!

Fabian O.

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.

Jackye F.

Contact us

Email & Phone:

Call or Text: 657-348-8073
  • Instagram
bottom of page