T: (949) 587-9890
WELCOME TO
Orange County’s Best CPA Firm Dedicated to Closely Held Business Owners and Professional Real Estate Investors
ABOUT US
Our Story
Our story as T&V began over a decade ago, when we joined our predecessor firm, SRH Financial Consultants, Inc, as staff accountants. At the time, the firm already had an established track record of over two decades, but some of the processes and technology had become dated. Entrepreneurs at heart, we set out to build upon the foundation that had been laid. The next several years were spent improving and streamlining the client experience, with each of us subsequently becoming partners in the firm. Finally, at the end of 2017, we successfully bought our former partner out of the business and formally transitioned the firm to Tehrani & Velez, LLP.
We believe in building scalable and sellable businesses that generate positive cash flow and equity. We believe that, in business, people come first. We believe in direct investments in real estate. We believe in employee benefits and company-sponsored retirement plans. We believe in technology as an accelerator, but not as a foundation. We believe every business is a family business.
Our expertise serving Southern California business owners with accounting and tax service is unmatched. We have professionals fluent in English, Spanish, and Mandarin. If you’re looking for a full-service accounting firm in Orange County, schedule your free one-hour initial consultation now. Let us show you why we’re the best CPA firm in Orange County.
WHAT WE DO
FOCUSING ON YOUR PRIORITIES
At Tehrani & Velez our singular mission is helping our clients thrive. We see each client as a friend first, client second. Don’t look at us as simply number crunchers. We’re your Orange County trusted business advisor always looking out for your best interests.
PERSONALIZED ADVICE FOR YOU TO SUCCEED
There is no one-size-fits-all solution. That’s why we’ll learn the details of your business so we can provide customized and actionable solutions designed to meet your priorities. Your first business consultation is always free, and you’ll walk away with advice you can use today.
TRANSPARENCY IN ALL WE DO
While you’re doing what you do best, we’re working to help you along. Although some of the work may be done behind the scenes, we’ll always be transparent in what we do for you and how much it will cost. No surprise fees or unexpected delays. We keep you informed with regular phone calls and emails and our staff is always ready to answer your questions.
BUILDING A COMMUNITY
We treat you like family. When you’re successful, we’re successful. Our team is energized working at the best Orange County accounting firm and that translates into productivity. Each of us makes a commitment to building a stronger community by working tirelessly for your success.
HOW WE DO IT
HANDS ON PARTNERS AND MANAGERS
Our partners and managers are easily accessible by phone or email. They will be deeply involved to provide the competence and guidance you deserve from your financial experts.
TRANSPARENCY IN ALL WE DO
With our transparent pricing, you’ll quickly recognize the outstanding value you’ll receive from our team. We combine unbeatable expertise for your Orange County business and reasonable fees to generate outstanding value for you.
PLANS THAT FIT YOUR NEEDS
Whether you’re looking to lessen uncertainty about how your business is doing or you’re looking to take your business to the next level, we have plans that will meet your needs and exceed your expectations. We’ll customize our approach to fit your business’s needs.
SECURE WEB ACCESS
Through our Client Axcess portal, you’ll have the ability to upload documents right from your computer or phone. Simply login and upload. This secure service is encrypted for security. You’re always welcome to visit us in our Irvine office, but you’ll always have the option to send us information with the click of a button.
SERVICES
Reducing the amount you owe
Tax planning involves more than maximizing deductions at tax time. Active planning throughout the year is essential. We take the time to understand your business and its goals to help craft an effective tax plan. We’ll keep you informed all year about tax planning issues that impact you and your business. As Orange County’s premier CPA firm, you’ll rest assured that we stay on top of all the tax law changes and actively communicate with you to help maximize your profits. Whether it’s setting up a retirement account, choosing an investment, or restructuring a business or trust, we have effective strategies that will keep more money in your pocket.
Filing and accurately and timely
Tax preparation at Tehrani & Velez focuses on accuracy. Leave the calculations and deadlines to us. We can help you file income tax returns for you and your business. Of if you need help with payroll tax, sales tax, or any other tax filing, we can help because we’ve done it countless times. You don’t need to fear making mistakes or missing valuable deductions. Our state-of-the-art software ensures your returns will be filed correctly and on time. Let us show you why we’re the top CPA firm in Orange County.
Transparency through good reporting
Accounting is the language of business and we are fluent in it. Let our team lessen uncertainty about recording and reporting your financial results. You don’t need to stay current on the latest rules and regulations, we’ll handle that for you. After preparing your financial statements, we’ll analyze them, prepare management reporting packages, and meet with you to discuss your results. As your trusted financial advisor, we’ll listen to and answer your questions. No question is too big or too small.
Scaling your business
Whether you’re just starting out or getting ready to wrap things up, we have the expertise to advise you at every step along the way. For entrepreneurs, we can help you with budgeting, financial compliance, and investor relations. If you’re growing and need help managing cash flow, purchasing, and inventory, let us help you implement winning strategies. And if the time has come for you to hang up your hat, let us devise a tax-wise succession plan. As trusted business advisors and consultants, we’ve helped thousands of business owners navigate the ebbs and flows of running a successful business.
TAX RESOLUTION
Resolving back taxes
Owing taxes is taxing. But it doesn’t have to be. As CPAs, we can help you negotiate with the IRS to pay off your back taxes and get you back in good standing. Our goal is to help you satisfy your back taxes as quickly and painlessly as possible. We’ve helped clients with things like penalty abatements, tax lien removals, establishing installment payment plans, and negotiating offers in compromise. Our expertise isn’t limited to just the IRS. If you have state tax issues, we can help with that too.
Don't go it alone
Tax audits are stressful. If you’ve received an audit or examination notice, don’t wait to find help. The sooner you can finish your audit, the sooner you can get back to work. Let us represent you during your audit. As CPAs, we’re uniquely qualified to act as your audit representative. We’ll communicate with the auditor, so you don’t have to. And we’ll work diligently to ensure your audit is resolved quickly and fairly.
CONTACT US
Give our office a call to schedule an appointment and take advantage of our free 1-hour initial consultation!
T: (949) 587-9890
INDUSTRIES WE SERVE
At Tehrani & Velez, LLP (T&V), we know that different industries have different accounting requirements and tax regulations. Whether you need help with compliance or planning, our team has the resources and experience to help you.
RETAIL AND E-COMMERCE
Retail businesses operate in a fast-moving environment. And the growth of e-commerce has quickened the pace. Keeping track of inventory, collecting and remitting sales tax, and managing customers and suppliers is a full-time job. We have a dedicated team to help ease your burden. They can teach you how to account for gift cards and how to value your inventory. Don’t let another busy season go by without getting the help you deserve.
RESTAURANT AND HOSPITALITY
Don’t let tax compliance or tax planning take a bite out of your business. If you’re operating a restaurant, bar, hotel, or other hospitality related business, you know that collecting taxes are big part of operating your business. We’ll help you collect the correct taxes and update you when rates change. Perhaps you’re struggling to have your POS system integrate with your accounting software. Let our tech-savvy team lend a hand. Whether you’re just starting out or need expert advice, let us guide you. We’ve helped hundreds of hospitality businesses increase profits and remain tax compliant.
CONSTRUCTION
You’re the expert who can easily build a house or building. But when it comes to building and running your business, you need help. Handling insurance, bonding, and labor and payroll compliance take you away from doing what you love. Whether you’re a construction firm, a subcontractor, or developer, you need an accounting firm that understands your business. Let us help you prepare reports for your bankers or suppliers. We’ll also help you navigate the tax laws covering the construction industry so you can maximize profits.
MANUFACTURING
Manufacturing is complex with its own unique set of financial requirements. Controlling costs, managing inventory, and logistics to name a few. With changing regulations and economic conditions coupled with supply costs and ever-increasing competition, it’s hard to stay on top of it all. Let us help with cash flow management, cost segregation and California manufacturing tax incentives. We’re here to keep you on track to generate profits and stay at the front of the pack.
REAL ESTATE
Real estate is a powerful wealth-building tool that brings with it some awesome tax advantages. As an investor in real estate, you require a local tax advisor who can advise you through the tax implications of your transactions, so you can adequately analyze them and make decisions. We’re experts in partnerships and REITs. Let us provide the guidance you deserve to elevate your real estate business.
HEALTHCARE PROFESSIONALS
As a healthcare professional you’ve gone through extensive education and specialized training to learn how to care for your patients and their conditions. The last thing you want to do is spend extra time researching the ever-changing and confusing tax laws or preparing financial statements. We understand the complex healthcare industry and can provide you with the information you need to make decisions so you can get back to caring for your patients.