Orange County CPA — Advisory-First, Flat-Fee Memberships
We partner with a select number of Orange County business owners — franchise operators, professional firms, clinics, and multi-entity investors — who want real CPA oversight, predictable delivery, and forward-looking strategy under one flat monthly fee. Local expertise in CDTFA, FTB, and EDD.
Capacity-based intake: we accept a limited number of new Orange County members each month to preserve direct CPA attention.
Built for Clarity, Not Chaos
- Financials by the 25th (guaranteed) with timely data by the 7th
- Payroll on autopilot(W-2s/1099s + filings handled)
- Business + personal returns bundled — one predictable fee
- Quarterly CPA strategy(tax savings, cash flow, compensation, growth)
- Secure client portal + published SLAs — guaranteed response times
- California compliance — CDTFA sales/use, FTB income tax, EDD payroll
Who We Serve in Orange County
We work with serious, growth-minded owners who want one CPA team to handle books, payroll, taxes, and strategy with accountability.
Franchise Operators
Restaurants/QSR, fitness, service brands — royalties, labor, multi-unit reporting, and CDTFA audit readiness.
Attorneys & Professional Firms
Cash-flow clarity, entity structure, predictable tax planning, clean monthly financials.
Clinics & Vets
Payroll, EDD, and quarterly planning to stay tax-smart and compliant.
Multi-Entity Investors
Consolidations, intercompany hygiene, entity optimization, proactive projections.
Membership — Starting From
Foundation $950/ 28 days • Advisory $1,995/ 28 days • Strategic Partnership $3,500/ 28 days
Final pricing depends on structure, complexity, and advisory needs.
Onboarding & Strategy fee starting at $2,500 — onboarding, books assessment/cleanup (as needed), payroll tune-up, initial tax projection, and your first CPA strategy sessions.
Orange County — Frequently Asked Questions
Do I need to visit your Orange office?
Most OC clients work with us virtually via Zoom and our secure portal. In-person is available by appointment.
Do you handle California compliance?
Yes — CDTFA(sales/use), FTB(income tax), and EDD(payroll) filings and notices. We also prepare for/respect audit protocols.
Are you only for franchisees?
No. While we have deep franchise systems expertise, we also serve professional firms, clinics, and multi-entity investors throughout Orange County.
What’s included in the monthly fee?
CPA-prepared financials, payroll on autopilot, bundled business + personal returns, quarterly CPA strategy, and secure portal with published SLAs.
What do memberships start from in OC?
Foundation $950, Advisory $1,995, Strategic Partnership $3,500 per 28 days; Onboarding & Strategy fee starts at $2,500.
Put Your OC Accounting on Autopilot
Apply for our advisory-first CPA membership and start getting on-time financials, proactive strategy, and true CPA oversight.
Apply Now — Limited OC Openings