Business Details
46 Years
experience
Trusted Tax & Financial Consulting Services in Garden Grove, CA
FWH Financial has been providing expert tax and financial consulting services since 1980. Our firm was founded on the principle of delivering personalized, one-on-one service to both individual and corporate clients. With decades of combined experience, our team of certified professionals specializes in tax preparation, accounting, and comprehensive financial planning. We prioritize clear communication and tailored solutions to address each client's unique financial needs. Our expertise extends to tax strategy development, business incorporation, payroll services, and resolving complex tax issues with federal and state agencies.We maintain deep familiarity with evolving tax codes through continuous professional education and practical application. Our commitment to excellence is reflected in our long-standing client relationships and the trust placed in our advisory services. We serve as strategic partners for businesses seeking financial clarity and individuals planning for long-term financial security. Our team includes licensed CPAs and certified specialists who deliver accurate, compliant financial solutions. We combine technical proficiency with personalized attention to ensure clients achieve optimal financial outcomes.
Services
Tax Preparation
Financial Planning
Business Accounting
Payroll Services
Tax Problem Resolution
Incorporation Services
Bookkeeping
Sales Tax Filing
Estate Planning
Details
- Year established: 1980
Highlights and features
- 38 years of specialized tax and financial consulting experience
- Personalized one-on-one client service approach
- Certified professionals with advanced tax education
- Proven track record resolving IRS and state tax issues
- Comprehensive financial solutions from tax preparation to estate planning
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
- Licensed Notary Public
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Our service includes calculating estimated taxes, electronic filing, and ensuring compliance with current tax codes. Clients receive strategic advice to maximize deductions and credits while maintaining full regulatory compliance.
Financial Planning
Our financial planning covers retirement strategies, estate planning, and investment guidance. We create customized plans that align with clients' long-term goals while considering their current tax situations. Services include cash flow analysis and wealth preservation strategies.
Business Accounting
We handle business tax returns, payroll processing, and financial statement preparation. Our services support proper entity selection, sales tax compliance, and financial reporting. We help businesses maintain accurate records that meet IRS requirements and support strategic decision-making.
Tax Problem Resolution
We assist clients facing IRS audits, back taxes, and wage garnishments. Our team applies tax relief codes to negotiate settlements and develop payment plans. We provide documentation support and represent clients during audit proceedings to achieve favorable resolutions.
Incorporation Services
We guide clients through business registration, tax clearance certification, and entity selection. Services include preparing necessary documentation for S-Corp, C-Corp, and LLC formations. We advise on optimal business structures for tax efficiency and liability protection.
People
Peter Lim
Senior Partner
California licensed CPA with 18+ years of experience. Specializes in business tax planning and IRS representation. Adjunct professor at multiple California colleges. Holds advanced degrees in accounting and taxation from Cal Poly and Golden Gate University.
Kennellie Ferguson
Tax Manager
Master of Accountancy graduate with expertise in tax return preparation and business financial management. Certified QuickBooks ProAdvisor and licensed Notary Public. Summa Cum Laude graduate with dual degrees in business and accounting.
Questions
What tax services do you offer for individuals?
We prepare federal and state individual tax returns, handle amendments, calculate estimated taxes, and provide tax planning strategies to minimize liability while maximizing refunds.
Do you assist with business tax compliance?
Yes, we handle corporate tax returns, payroll tax filings, sales/use tax compliance, business property tax returns, and provide year-round tax planning for businesses.
Can you help with IRS tax problems?
We specialize in resolving IRS audits, back taxes, wage garnishments, and tax lien negotiations. Our team develops customized settlement plans using current tax relief provisions.
What financial planning services are available?
We offer retirement planning, estate planning, investment strategy guidance, and cash flow management services tailored to individual financial goals and tax situations.
Are your professionals certified?
Our team includes Certified Public Accountants, QuickBooks ProAdvisors, and licensed Notary Publics with advanced degrees and decades of combined industry experience.
What are your office hours?
Our office is open Monday through Friday from 8:30 AM to 5:00 PM. We also offer appointments outside these hours for client convenience.
