BOUTIQUE TAX FIRM IN HUNTINGTON BEACH CA
Huntington Beach Tax Accountant
We are Huntington Beach's local preparer, tax accountant, and problem resolution expert. We specialize in tax preparation for high net-worth filers, estates and trusts, Huntington Beach businesses, and U.S. expats in Mexico, Spain, and other Spanish-speaking countries.
Tax Preparation for Estates
When we leave this world for the next, our assets and the income generated from those assets are added to our estate. The executor we choose is responsible for filing taxes. This is unfamiliar territory that requires the support of a knowledgeable tax professional.
Orange County Tax Consultant
Our expertise comes with experience — over 25,000 hours of practicing tax, completing complex returns, and resolving the toughest IRS tax problems we are, as the awards say, the right option for those that want the best.
Personalized Service
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
Since 2013, Jeffrey Shurtleff has been a federally-licensed Enrolled Agent, business advisor, and international tax expert — specializing in tax preparation, planning, and tax problem resolution services for Orange County residents, multi-state filers, U.S. Expats, and local businesses.
He has prepared complex returns and successfully represented clients, finding solutions to IRS and California FTB tax problems.
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, Jeffrey brings the same dedication and focus to helping clients as he does to his adventures.
Best-Rated in HB
Hybrid Tax Firm
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.
10+ Years of Reviews
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.
