Empowering Your Financial Future

Expert Guidance for Lasting Financial Success

25+

Years of experience

200+

Annual Returns

$1.2M

In Tax Credits and Refunds

Photo Samir Values
Photo Samir Trusted Partner

Your Trusted Partner in Tax Strategy & Business Growth

We specialize in providing tax strategy and representation before taxing authorities.

Core Values

We lead with empathy, integrity, and cultural fluency—building trust, listening deeply to each client’s needs, and guiding them through the overwhelming, ever-changing U.S. tax landscape. We’re proud to do so with passion, clarity, warmth, and relentless dedication.

Work Process

Our 3-step Process for Resolving
Tax Controversies

Research Icon

Research

We decode IRS notices, pull your full IRS transcript history, and analyze the facts against current tax law to understand exactly what’s at stake—and why.

Guide Icon

Strategize

With insight and empathy, we map out a custom resolution plan—whether that’s penalty abatement, Offer in Compromise, audit reconsideration, or payment plans—aligned to your goals and financial reality.

Resolve Icon

Advocate

We apply the full weight of the tax code, Internal Revenue Manual, and case law to negotiate or litigate the best possible outcome—fiercely protecting your rights at every step.

Our Services

Our Services Include:

Photo Representation

Representation

Facing the IRS can be daunting, but it doesn't have to be. We specializes in representing clients' controversies before the IRS. Learn More

Photo Business Management

Business Management

We provide comprehensive business management and entity formation services for businesses across Southern California. Learn More

Photo Tax Planning

Tax Preparation

Many people inadvertently overpay their federal taxes due to various factors. Ensure you're not overpaying your taxes with our customized tax planning services. Learn More

Photo Intellectual Property

Intellectual Property

We help composers, podcasters, authors, labels, and other creative professionals protect their investment while maximizing tax benefits. Learn More

Trusted by businesses across California.

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Appily Ever After Farms Logo
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Case Studies

Explore our recently competed cases.

Resolving a $608,000 Tax Debt Through Strategic Offer in Compromise

Overwhelmed by an IRS balance exceeding $600,000 that threatened to sell their home and levy their bank account. Learn More


Reducing 87% of Tax Debt  – Offer in Compromise

Facing an IRS liability of $144,000 and lacking the means to fully pay his federal and state obligations. Learn More


Business Acquisition for First-time Owner

A first-time business owner looking to acquire a long-standing acupuncture practice. Learn More


Creating and Launching a New Enterprise

We’re proud to have been tapped to help a nationally recognized physician develop and launch a new practice in California. Learn More

What our customers think.

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Have questions about your taxes or need more details about our services? Contact us today and we'll be happy to assist you.