Business Details
7 Years
experience
Trusted Accounting and Tax Services in Irvine, CA
Pickett Chen has been delivering precise accounting, tax, and business advisory services to clients in Irvine, CA, and beyond. Our firm combines decades of collective experience with a commitment to personalized attention, ensuring clients receive tailored solutions that align with their financial goals. We specialize in minimizing tax liabilities while maximizing net worth through strategic planning and objective advice. Our diverse clientele spans multiple industries, allowing us to develop versatile problem-solving approaches that address complex financial challenges. We prioritize accessibility, ensuring clients can reach us quickly when urgent matters arise. Our team invests continuously in professional development, cutting-edge technology, and industry relationships to maintain the highest standards of service.With a loyal staff that maintains continuity in client relationships, we refine our methods to enhance efficiency and reduce costs. Our website serves as a comprehensive resource hub, offering tools and insights to support informed financial decision-making. We respond promptly to client inquiries, reflecting our dedication to proactive communication and exceptional service. Founded in 2019, our firm builds upon the extensive expertise of our CPAs and accountants to deliver reliable, client-centric financial solutions.
Services
Accounting Services
Tax Planning & Preparation
Business Consulting
Estate Planning
IRS Representation
Details
- Year established: 2019
Highlights and features
- We offer personalized attention from CPAs with expertise in diverse industries.
- Our team provides timely, actionable solutions for complex financial challenges.
- We invest in continuing education and technology to maintain service excellence.
- Clients benefit from consistent, cost-effective support from familiar professionals.
- We prioritize transparent communication and proactive client engagement.
Services
Accounting Services
We provide comprehensive accounting services including general ledger preparation, bookkeeping, and financial statement compilation. Our team ensures accurate, timely financial records to support business efficiency and compliance. Clients benefit from tailored accounting system implementations and ongoing support for optimal financial management.
Tax Planning & Preparation
Our firm develops customized tax strategies to minimize liabilities while maximizing savings. We prepare individual and business tax returns, including complex entity structures, and provide year-round tax planning advice. Our expertise in evolving tax laws ensures clients remain compliant while optimizing their financial position.
Business Consulting
We offer strategic business consulting to improve profitability and operational efficiency. Services include entity selection, succession planning, and acquisition/sale structuring. Our consultants analyze cash flow, tax implications, and growth opportunities to deliver actionable solutions aligned with long-term business objectives.
Estate Planning
Our estate planning services ensure orderly asset transfer while minimizing tax burdens. We assist with trust creation, gift planning, and business succession strategies. Clients receive personalized guidance to protect assets, secure family financial stability, and comply with estate tax regulations.
IRS Representation
We represent clients in tax matters before federal and state agencies. Our team handles audits, collections, and dispute resolution with expertise developed through years of experience. We advocate for fair treatment while ensuring compliance with tax codes during agency interactions.
People
Howard Chen
CPA, MST
Howard Chen, a Certified Public Accountant with a Master of Science in Taxation, leads our tax advisory services. With over 15 years of experience, he specializes in complex tax planning and business strategy, helping clients optimize financial outcomes while maintaining compliance.
Jaein Lee
CPA
Jaein Lee, a licensed CPA, focuses on accounting system implementations and financial reporting. Her technical expertise ensures clients receive accurate, efficient solutions for their accounting needs. She actively contributes to professional development initiatives within the firm.
Joe Porter
CPA
Joe Porter, a seasoned CPA, specializes in business consulting and entity structuring. He advises clients on tax-efficient business models and succession planning, leveraging his extensive experience in corporate finance and strategic advisory services.
Lara Jernegan
CPA
Lara Jernegan provides expert guidance in estate planning and wealth transfer strategies. As a CPA, she helps individuals and business owners navigate complex tax implications to protect assets and ensure smooth succession planning for future generations.
Wray Mamaril
CPA
Wray Mamaril specializes in IRS representation and tax dispute resolution. With deep knowledge of tax codes and agency procedures, he effectively advocates for clients during audits and collections processes, ensuring fair and compliant outcomes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll services, and accounting system setup tailored to small business needs.
Do you handle tax planning for individuals and corporations?
Yes, we offer comprehensive tax planning and preparation for both individuals and businesses, including complex entity structures.
Can you assist with business succession planning?
Our team specializes in developing strategic succession plans to ensure smooth business transitions while addressing tax implications.
What sets your firm apart from other accounting services?
We combine personalized attention with technical expertise, offering tailored solutions from experienced CPAs who understand diverse industry needs.
How do you handle IRS audit representation?
Our experienced professionals provide full audit representation, leveraging deep tax code knowledge to protect client interests during agency interactions.
Are consultations available for new business formation?
Yes, we guide clients through entity selection, helping choose optimal structures for tax efficiency and business growth.
