Professional Tax Mitigation & Accounting Services
Nearly 30 years of experience helping individuals and businesses legally reduce tax liability through strategic planning, entity structuring, and compliant financial frameworks.
About the Firm
30-Year Legacy of Tax Mitigation Leadership
For nearly 30 years, Irvine Tax Group has delivered high-level accounting, tax planning, entity structuring, trust strategy, and tax mitigation services. Our evolution is built on compliance, precision, audit-ready documentation, and proactive planning aligned with IRS regulations, Treasury guidance, GAAP standards, and legal requirements.
We are recognized as a national authority in complex tax mitigation for high-income individuals, real estate investors, business owners, and multi-entity groups—engineering integrated financial structures that reduce tax exposure legally and permanently.
National client base supported by audit-ready documentation and compliance controls.
Comprehensive entity governance and legal-structure risk assessments.
Integrated CPA + legal structuring model with GAAP-backed financial treatments.
Services
Comprehensive Tax & Financial Services
Professional standards under AICPA, FASB, GAAP, and IRS Circular 230 with audit-ready documentation and legal defensibility.
Tax Mitigation Strategy
Multi-entity restructuring, entity optimization (IRC §§162, 199A, 263(a), 469, 482), trust-based planning, and compliant timing strategies grounded in IRS Code and Tax Court precedent.
Tax Preparation & Compliance
10,000–15,000+ federal and state returns prepared per year across all 50 states with double-reconciliation, basis tracking, and audit-ready documentation for 1040/1120/1120-S/1065/1041/990.
Entity Formation & Governance
Operating agreements, bylaws, consent resolutions, and governance aligned with IRC §§351, 721, 752, 754 elections, basis rules, and liability protections.
Accounting & Controller Services
GAAP-compliant accounting under ASC 606/842 with management-use financials, reconciliations, journal entries, internal controls, and audit preparation.
Trust & Legal Document Prep
Through partner attorneys: trust instruments, corporate resolutions, indemnity clauses, operating/partnership agreements, NDAs, buy-sell agreements, and governance documents.
Family Office & Multi-Entity
Holding company architecture, multi-entity management, trust integration, and multi-generational family office oversight with annual structural reviews.
Tax Mitigation
Why Irvine Tax Group
We engineer integrated financial structures that reduce tax exposure permanently and legally. Our firm is recognized as a national authority in complex tax mitigation.
Nearly three decades focused exclusively on legal tax reduction strategies.
Proven scale and expertise across diverse client profiles and entity types.
Audit-ready documentation with coordinated tax and legal strategy.
Holding company architecture and multi-generational wealth planning.
Rulings and precedent-grounded approaches for legal defensibility.
Compliance & Disclosures
IRS Circular 230, Privacy, and Data Governance
We adhere to AICPA, FASB, GAAP, and IRS Circular 230 standards. Client engagements follow data governance, audit trail, and document retention policies aligned with applicable regulations and best practices.
Client Tools
- Secure client portal (uploads, filings, billing, status tracking)
- Document library (organizers, W-9/W-4/1099 instructions, expense templates)
- Onboarding workflow (intake checklist, timelines, disclosures)
Compliance Practices
- Data governance and retention policies
- Audit-ready documentation and double-reconciliation controls
- Multi-state compliance and nexus evaluations
Ready to Reduce Your Tax Liability?
Schedule a consultation to discover how our strategic tax mitigation framework can legally reduce your tax exposure and protect your wealth.
18881 Von Karman Ave Ste 220E, Irvine, CA 92612
