Smart, Strategic

Tax Planning That Works Overtime

Headquartered in Glendale, serving clients nationwide. Led by Sean Simonyan, IRS Enrolled Agent (EA) & Certified Fraud Examiner (CFE), we are dedicated to helping individuals and small businesses maximize tax savings, grow wealth, and thrive in changing economic landscapes

75%

Increase in ROI

500+

Clients

12

Critical Facts

33+

Years Business Experience

Best in State

California’s Tax Experts for Growth, Wealth, and Peace

Powered by EA & CFE: Your Elite Tax Strategy Team

They clearly communicate your core benefit and expertise—top-tier tax strategy and wealth focus

They clearly communicate your core benefit and expertise—top-tier tax strategy and wealth focus

Including EA & CFE signals authority and trust right away.

The phrasing puts the client’s wealth and growth first—ideal for capturing attention quickly .

Your Financial Journey Starts Here

Investment Planning

Growing wealth is important for keeping more of it is essential.  We work with you to structure investments in the most tax-efficient way possible, helping you minimize liabilities and maximize after-tax returns. Because the best investment strategies don’t just make money, they help you keep it.

Tax Representation

Solve IRS Tax Problems with Expert Representation & Tax Resolution. Did you receive IRS notice or letter? Are you facing back taxes, penalties, or audits? You need trusted tax representation and resolution services.

Tax Planning

The right plan today can save you thousands tomorrow.  We go beyond filing returns, identifying deductions, timing income, and structuring strategies that keep more money in your pocket year after year. It’s not just about paying less tax, it’s about giving your wealth room to grow.

Your Financial Journey Starts Here

Gather & Onboard

Collect W‑2s, 1099s, receipts, and last year’s tax return for accurate filing

Organize & Verify

Sort income and deduction items, ensuring completeness and accuracy before data entry

Prepare & Double‑Check

Enter data, apply deductions/credits, and perform a thorough quality control review

Approve & E‑File

Client reviews, signs, and we electronically file with confirmation and secure storage

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