Balboa Tax & Accounting Services

Accounting Firm & Business Advisor

Accounting firm in Portland, OR (show on map)

5.0

★★★★★

5 reviews

Certified Tax Coach firm specializing in proactive tax planning, outsourced accounting, and business advisory for owners, entrepreneurs, and high net worth individuals.

Call (949) 752-1120

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About

Balboa Tax & Accounting Services is a Newport Beach-based accounting firm and Certified Tax Coach practice that helps business owners, entrepreneurs, and high net worth individuals proactively reduce their tax burden through legal strategies, credits, and deductions. The firm offers end-to-end accounting and bookkeeping, payroll processing, new business incorporation (C-corp, S-corp, LLC), outsourced CFO services, tax planning, college planning, and financial coordination.

Their team holds Enrolled Agent and Certified Tax Coach designations and uses modern tools to streamline finances, providing clear data and forward-looking tax strategies integrated into all accounting work.

Certified Tax Coach (CTC) designation — goes beyond standard CPA compliance

Proactive tax planning focused on saving money, not just filing

Team holds Enrolled Agent licenses licensed by the IRS

Locally outsourced accounting with full transparency

Custom tax strategies integrated into all accounting work

Free consultation and complimentary book offer for qualifying clients

Services

Tax Reduction Planning

Proactive tax planning strategies designed to manage liabilities year-round and reduce tax burdens legally.

Custom tax strategies Proactive planning Credit and deduction identification

Outsourced Accounting & Bookkeeping

Local outsourced accounting and bookkeeping services including QuickBooks support, payroll, financial statements, and monthly closings.

Bookkeeping services QuickBooks support Payroll processing Financial statement preparation Cash flow management Monthly closings

Payroll Services

Reliable payroll processing including tax filings, W-2s, direct deposits, and customized reports.

Payroll tax filings W-2, W-3, and 1099 preparation Direct deposits Weekly/bi-weekly/monthly processing Unemployment claims support

Business Incorporation

Guidance on choosing the right business entity (C-corp, S-corp, LLC) and handling all incorporation paperwork.

Entity structure selection Registered Agent services Business license filing EIN application State and local registration Post-incorporation tax planning

CFO Services

Outsourced CFO services and financial coordination for businesses needing strategic financial leadership.

Outsourced CFO services Financial coordination Business planning High net worth tax planning

Tax Preparation

Accurate tax preparation keeping up with code changes to maximize deductions and credits.

Tax code compliance Maximizing deductions Year-round strategy integration

Credentials & Certifications

Certified Tax Coach (CTC)

Enrolled Agent (EA)

American Institute of Certified Tax Coaches (AICTC) member

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

What is a Certified Tax Coach? +

A CTC is a CPA, Enrolled Agent, or other tax professional who has completed advanced training in proactive tax planning through the American Institute of Certified Tax Coaches (AICTC). They focus on finding deductions, credits, and legal strategies beyond standard compliance.

Why should I work with a Certified Tax Coach instead of a regular CPA? +

CPAs often focus on compliance and filing. A Certified Tax Coach actively hunts for savings using proactive planning methods, identifying credits and deductions most CPAs miss, and can recover thousands in unnecessary tax payments.

What is an Enrolled Agent and why does it matter? +

An Enrolled Agent is licensed directly by the IRS, focuses exclusively on taxes, and can represent clients in any state. EAs complete 72 hours of continuing education every three years and pass a government background check.

What services does Balboa Tax & Accounting Services offer? +

Services include tax reduction planning, outsourced accounting and bookkeeping, payroll processing, business incorporation (C-corp, S-corp, LLC), CFO services, tax preparation, college planning, and financial coordination.

Who is the ideal client for Balboa Tax & Accounting Services? +

Business owners, entrepreneurs, high net worth individuals (>$2M net worth), doctors, dentists, and professionals earning $250,000 or more annually.

Do services require a state license? +

No, the services being offered do not require a state license.

How does outsourced accounting benefit my business? +

Outsourcing skips the cost of a full-time hire, keeps your team focused on revenue-generating activities, and ensures finances are handled by specialists using modern tools while keeping you fully in the loop.

What business entity structures does Balboa help with? +

The firm guides clients through C-corporation, S-corporation, and LLC setup, helping choose the structure that best protects assets and minimizes taxes.