Your trusted partner in accounting & tax solutions for small businesses & individuals.
San Juan Capistrano, CA
We understand the unique challenges and opportunities facing small business owners and individuals when it comes to managing finances, minimizing taxes, and building wealth.
Our mission is simple: to empower our clients to achieve their financial goals by providing expert guidance, personalized strategies, and proactive support every step of the way. With over 37 years of experience, including a background as an IRS Auditor, Russell, our founder, leads our team with a unique perspective and a commitment to excellence.
Services We Offer:
Accounting
From bookkeeping to financial statements, we handle all aspects of your accounting needs with precision and attention to detail.
Tax Preparation
Our team stays up-to-date on the latest tax laws and regulations to ensure you maximize deductions, minimize liabilities, and stay compliant with the IRS.
Tax Planning & Strategy
We offer comprehensive tax planning and strategy services to help you make informed decisions and plan for the future, ensuring you are always one step ahead.
IRS & State Representation
If you are facing an audit or owe large balances to the IRS or State, our experienced team will represent you, ensuring you achieve the best possible resolution with the tax agencies.
Expert Advice
Whether you're considering retirement plans or need guidance on year-end tax planning, we're here to provide expert advice tailored to your unique situation.
Tax and Estate Planning
Our tax and estate planning services are designed to help you plan your legacy and manage your estate efficiently, reducing tax burdens and ensuring your wishes are fulfilled.
We pride ourselves on delivering exceptional service and have built a reputation for our dedication to client success.
Our Values:
Integrity: We uphold the highest standards of honesty and transparency in all our dealings.
Commitment: Our long-standing client relationships, some spanning over 30 years, are a testament to our dedication to client satisfaction. >> Client Testimonials
Innovation: We constantly seek new and better ways to serve our clients, leveraging the latest tools and techniques in accounting and tax planning.
Ready to take control of your finances and build a brighter future for your business or personal wealth?
Contact us today to schedule a consultation and discover how Shuirman & Associates can help.