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Tax Problem? No Problem!

Nobody owes any public duty to pay more than the law demands: taxes are enforced exactions, not voluntary contributions.”

~ Judge Learned Hand

  Rest Easy: The Experts Are Here

Tax law is a complicated affair that changes with each season. Through rigorous professional training and routine participation in industry briefings, we sustain mastery of the current tax law, complex tax code, and new tax regulations. This discipline enables us to offer a full range of tax preparation, planning, and support services

FREE Tax Consultation

If it is identified that you could have had additional tax savings over the years, it is not too late to make needed changes. Our team of experts will also look forward to the future and provide you with an estimate in potential tax savings based on changes and business recommendations for at least the next three years as well.

Personal Attention

We’re here when you need us. The IRS doesn’t shut down after April, why should your tax pro?

Tax Debt Umbrella

Tax problems can rain on your parade. We solve your problem to get your life back in order.

 

Client Participation

When you work with us we become a team. When you win, we win.

Answer A Few Questions?

Find out how much you can save

Tax Services

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We are a full suite tax preparation and tax planning accounting firm. Please choose a tax service below to learn more

Personal Taxes

We find all possible deductions and credits to which you are entitled

Business Taxes

Small Businesses, Partnerships, LLC, LLPs, C-Corporations, S-Corporation

Tax Planning

Financial plans working together in the most tax-efficient manner possible

IRS Resolution

End wage garnishments, Remove tax levies & liens, Stop IRS collections

Amendments

Discovered errors, New information came to light, Forgot to claim key deductions

 Meet The Team


 The Mission

We’re not just like most accountants doing accounting and bookkeeping. We look at the business as a whole to make sure we’ve kicked every tire, and turned over every rock. We will help you get to your business goals in every way we possibly can.

From entity structure, tax planning, to accounting,

budgeting, and profit analysis we’ll help you extract the maximum amount of value of of your business.

We have a team of professionals across the US who specialize in various aspects of accounting and finance matters to ensure we are able to provide the best value to our clients.


Juan Montes, JD, EA, NTPI


Juan earned a B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, he is an NTPI Fellow, and has 14 years' experience as a tax pro. Juan has been quoted numerous times in the San Francisco Chronicle and U.S. News & World Report and has saved clients millions of dollars.

He has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD). During law school Juan won awards for earning the highest overall grade in the courses of Civil Procedure Law, Personal Property Law, and California Community Property Law. As an Enrolled Agent who specializes in audit defense and representation, this knowledge is invaluable in obtaining great results for his clients.

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Partners


Jake Mellor


Jake Mellor is the CEO/Founder and Principal Broker of the Strategic Wealth Solutions, Strategic Tax Solutions, Strategic Insurance Solutions and A+ Farms. An MBA, Master of Accountancy, is a CPA Candidate and has been advising clients as a Certified Financial Planner Practitioner since 2012. He provides comprehensive consulting services from all aspects of operating and growing their business.

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Juan DC just booked a meeting on 1/30/2020