Firm Profile
Professional, personalized assistance in all tax, financial and accounting matters that affect your estate planning, tax planning and both offshore banking and private banking requirements have been a hallmark of our service since 1979. We know our success is only possible with personal service, complete confidentiality and rigorous competence.
Our principal, Steven Sears, has a Bachelors Degree in Business Administration and a Masters Degree in Taxation. Mr. Sears is also a licensed CPA, and real estate broker. He is a featured speaker at frequent seminars and has been interviewed on television and radio numerous times. Mr. Sears has published articles in numerous professional journals related to asset protection, estate planning, offshore banking and tax planning.
We specialize in the formation and administration of national and international business structures and holding companies. Our firm maintains relationships with the largest and most reputable trust companies throughout the world. In addition, our firm can form offshore companies in almost any jurisdiction. Domestic planning includes entities in California, Nevada, Delaware, Wyoming including corporations, limited partnerships, limited liability companies and trusts.
For private banking and portfolio management, we have established relationships with many of the largest international banks. We assist with the portfolio management services that provide bank secrecy and confidentiality for your investments.
For accounting and tax planning, we offer accounting services, preparation of financial statements, reviews and audits, and general business consulting. Tax planning services are available for individuals, corporations, partnerships, estates, trusts, and non-profit entities. We also offer complete tax collection, tax audit, tax court representation, and for matters before the Internal Revenue Service and California tax agencies.
We are available throughout the year to provide you with tax, accounting and financial guidance. Please call (949) 262-1100 to schedule a convenient appointment.
Steven Sears, CPA
18 Truman ~ Irvine, CA 92620
Phone (949) 262-1100 ~ Fax (949) 262-1202