Business Details
18 Years
experience
Expert Accounting & Tax Services in Irvine, CA
Masler & Associates is a family-owned accounting and tax preparation firm serving Irvine, California, and the greater Orange County area since 2008. Our philosophy centers on building long-standing, trusting relationships with clients, offering personalized attention and expertise in accounting, bookkeeping, tax planning, and financial services. With decades of combined experience, our team of certified professionals provides tailored solutions for individuals, small businesses, and medical practices, prioritizing client needs and adapting to evolving financial landscapes.We distinguish ourselves through meticulous attention to detail, proactive tax strategies, and a commitment to simplifying complex financial matters. Our reputation as one of Orange County's top accounting firms is evidenced by consistent professional referrals and client testimonials highlighting our reliability, responsiveness, and deep understanding of U.S. and California tax codes.
Services
Tax Planning
Business Tax Services
Accounting Services
Bookkeeping Services
Financial Planning
Details
- Year established: 2008
Highlights and features
- We are a family-owned firm with 16+ years of local expertise in Orange County.
- Our team provides personalized attention to every client's unique financial needs.
- We specialize in complex tax situations for individuals and small businesses.
- Our services include in-house financial, estate, and retirement planning solutions.
- We maintain a proven track record of IRS audit representation and resolution.
What people say
Exceptional professionalism
Expertise and customer service
Highly knowledgeable
Personalized attention
Stress-free tax season
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial outcomes through strategic deductions, compliance, and foresight. We specialize in complex scenarios including cross-border taxation and medical practice structures. Clients benefit from proactive guidance that minimizes liabilities while aligning with long-term financial goals.
Business Tax Services
We provide comprehensive business tax solutions from preparation to strategic planning. Our expertise covers entity selection, payroll tax compliance, and audit defense. Small businesses and medical practices rely on our tailored approach to navigate California's complex regulatory environment while maximizing operational efficiency.
Accounting Services
Our accounting services include financial statement preparation, cash flow analysis, and GAAP-compliant reporting. We serve businesses requiring accurate records for decision-making and regulatory purposes. Clients gain clarity through organized financial data that supports growth strategies and investor relations.
Bookkeeping Services
We offer meticulous bookkeeping solutions that maintain precise income and expense tracking. Services include accounts payable/receivable management and reconciliation. Small business owners save time while ensuring financial transparency, allowing them to focus on core operations with confidence in their financial accuracy.
Financial Planning
Our financial planning addresses retirement goals, estate preservation, and investment strategies. We create customized roadmaps considering tax implications and life changes. Clients receive actionable plans that evolve with their financial circumstances, ensuring long-term security and legacy protection.
People
Sharon Masler
CPA
Sharon Masler, CPA, brings over 25 years of tax expertise to Masler & Associates. She specializes in complex individual and business tax matters, known for her responsiveness and ability to simplify intricate financial concepts for clients.
Steve Masler
CPA
Steve Masler, CPA, co-founder with 30+ years in accounting, focuses on business consulting and financial strategy. His approach emphasizes building trust through clear communication and practical solutions tailored to each client's unique needs.
Lauren Parrott
Accountant
Lauren Parrott provides expert accounting support with a focus on medical practices. She combines technical proficiency with client education, helping professionals navigate industry-specific financial challenges while maintaining compliance.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial reporting, and tax compliance services tailored to small businesses, with specialized expertise for medical practices.
Do you handle complex individual tax situations?
Yes, we specialize in complex returns including international taxation, investment portfolios, and high-net-worth individuals across multiple states.
Can you assist with IRS audit representation?
Our team has extensive experience negotiating audit outcomes, having successfully reduced liabilities for clients through thorough documentation and expert representation.
What financial planning services are available?
We offer retirement planning, estate strategies, and investment guidance integrated with tax optimization to create comprehensive wealth management solutions.
How do you support expatriate taxpayers?
We prepare U.S. tax returns for expats, handle foreign account disclosures (FBAR), and provide guidance on tax treaties to ensure compliance with international regulations.
What sets your firm apart from other accounting services?
Our personalized approach combines decades of local expertise with proactive tax strategies, supported by a proven track record of client retention and referrals.
