Huntington Beach Tax Accountant
We are Orange County’s local tax expert, business advisor, and trusted life accountant. Our clients are small business owners with big dreams and lots of questions, executives short on time but still exercising employee stock options, and retirees who have entrusted us to be their Huntington Beach Tax Preparer both during and after their lifetime.
What We Offer
We offer solutions, guidance, and support to American taxpayers nationwide, from California to New York, as well as U.S. Expats from Mexico to Chile and throughout Europe. Our expertise was earned after 25,000 hours practicing tax, filing challenging returns, and resolving the toughest IRS and California FTB tax problems.
How We Work
We work in a 3-person team that starts with YOU, the star player, booking an appointment. You’ll be matched with a CLIENT LIAISON, who manages our engagement and keeps the lines of communication open, while our TAX EXPERT makes sure things are done right and delivered on time.
Our Tax Expert
Jeffrey Shurtleff has been a federally licensed Enrolled Agent and business advisor since 2013. He specializes in taxation for California residents, small businesses, and Americans living abroad. Over the years he has prepared complex returns and successfully represented clients under IRS and California State audits.
He earned his MBA from California State University, Long Beach, and is fluent in Spanish, working closely with Colombian accountants to support U.S. Expats across Latin America. A passionate world traveler and avid runner, Jeffrey brings the same dedication and focus to helping clients as he does to his adventures.
Enrolled Agents are America’s tax experts. They are the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. To maintain this credential, Jeffrey completes continuing education every year under IRS requirements.
Our Type Of Client
We Are Hybrid
We are the oldest Hybrid Tax Firm in California, offering you the option to meet in person at our Huntington Beach Office or remotely at our Virtual Office, a private space with video conference technology.
Check Our Background
Since 2013, we’ve consistently been top-rated on Google and Yelp, and have been named the 2025 City’s Best Award winner and the Three Best Rated for Tax Services in Huntington Beach. Explore our decade’s worth of reviews to see what others have said over the years.
English | Spanish | Tax
We are fluent in English, Spanish, and Tax. This rare skill set took us to Colombia, where we joined forces with local accountants and created a cross-border alliance specializing in tax services for American Expatriates. Our ability to interpret tax documents from Spanish-speaking countries has been an invaluable resource for clients living in Colombia and many other Latin American countries.
EA | CAA | MBA | qb PROADVISOR
We are federally licensed tax practitioners (Enroll Agents), widely recognized as America’s tax experts. Taxation is our specialty, and we’ve earned the right to represent taxpayers. As a Certified Acceptance Agent, we have been authorized by the IRS to help international taxpayers who need an ITIN. As an MBA and Certified QuickBooks ProAdvisor, we offer advisory services to local businesses that rely on our bookkeeping capabilities and real-world experience to keep them on track and out of trouble.
