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"At Mission Oaks Tax & Accounting we take pride in developing relationships with our clients, to provide outstanding service and the promise of accuracy. The firm's guiding principle is to always put people over profits. We offer advisory and maintenance services to both our business and individual clients for all of their tax and accounting needs.

We also offer specialty expertise for both established businesses and entrepreneurs in the fields of Estate and Trusts, Real Estate, as well as Small Businesses focused on Construction, Manufacturing and Ecommerce. Our objective is to make sure that you have the knowledge you need to obtain a clear picture of your financial position, including your tax strategy. In addition, we provide clients with access to exclusive resources.

Let us help you simplify your finances, optimize your tax strategy, and create a solid foundation for your future."
- John Elhai, President & CEO

THE FOUR 'C's OF FINANCIAL MANAGEMENT

Click on a 'C' word to check
your financial knowledge
The four 'C's of financial management
Capital
Cash Flow
Capacity
Compliance

What Is It Like To Work With Us?

PAY LESS TAXES, PUT MORE MONEY IN YOUR POCKET AND BUILD WEALTH

  • Receive personalized tax planning strategies, financial education, and customized asset protection
  • Gain access to a wealth of resources and ongoing support, including regular check-ins and strategic guidance
  • Get help with bookkeeping, taxes, and other financial management tasks
  • Empower yourself with the knowledge & tools you need to make informed decisions and achieve financial freedom
  • Build a thriving business and transform your relationship with money, setting yourself up for long-term success
  • Change from owing a large balance in taxes at year end to little or no taxes due.

OUR SERVICES

TAX PLANNING, PREPARATION & RESOLUTION
Tax Planning, Preparation and Resolution

We don’t just do tax preparation; it’s the byproduct of tax planning. Why tax planning? It’s one of the most important parts of building wealth since your tax rate could be as high as almost 50% of your net profits. If for any reason your tax return is challenged by the IRS or State Taxation Authority, we also offer tax resoltuion services. Find out more here.

BOOKKEEPING AND ACCOUNTING
QB Certified ProAdvisor

We are QuickBooks ProAdvisors and proficient in the Desktop and Online Versions. We can help you streamline and automate your bookkeeping, and review your procedural operations to reduce your administrative tasks so you can focus on what you do best. Find out more here.

BUSINESS ADVISORY & COACHING SERVICES
Coaching

Sometimes you can get a little stuck with growing your business or can’t envision your business at the next level. We have many years of coaching business skills and mentoring in the 10X system, as well as being certified in Wealth Dynamics, to help you get your business and your wealth to the next level. Find out more here.

OUR TEAM

Photo of Eviana Soto
Eviana Soto
Assistant to the President/Client Services Coordinator
Photo of Ron Purdy
Ron Purdy
CPA
Photo of Aliyah Lorraine
Aliyah Lorraine
Chief Operating Officer
Photo of Dennis Klein
Dennis Klein
Chief Technology Officer
Photo of Matt Sadlowski
Matt Sadlowski, EA
Senior Accountant
Photo of Samreen Sakina
Samreen Sakina
Staff Accountant
Photo of Katie Myren
Katie Myren
Office Administrative Assistant
Photo of Emily Villegas
Emily Villegas
Junior Bookkeeper
Photo of Grace Hutchison
Grace Hutchison, CPA, CIA, MST
Senior Accountant
Photo of Natascha Perez
Natascha Perez
Tax Administrator

CONTACT US

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