and receive a free 20-minute review of your tax, accounting and/or bookkeeping needs
"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
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.
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.
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.