Business Details
36 Years
experience
Trusted CPA Services in Fullerton
NCH Tax & Wealth Advisors has served clients in Fullerton, California for nearly three decades. Our firm specializes in tax preparation, accounting, financial planning, and wealth management for business owners, executives, and independent professionals. We combine over 30 years of experience with advanced tax strategies to help clients convert business success into personal wealth. Our team of CPAs, Certified Financial Planners, and wealth advisors delivers personalized solutions for IRS problem resolution, estate planning, business formation, and investment strategies. We utilize state-of-the-art technology while maintaining a high-touch approach to client service.Our founder, Nick Hodges, established the firm's consultative model to address the comprehensive financial needs of high-net-worth individuals. We prioritize responsive service, specialized expertise, and ethical standards in all our client interactions. Our 7,000-square-foot facility supports collaborative work across accounting, tax, and financial service teams. We offer complimentary 15-minute consultations to discuss clients' financial goals. Our commitment to excellence has made us a trusted resource for complex financial planning in Southern California.
Services
Tax Preparation
Accounting Services
Wealth Management
IRS Problem Resolution
Estate Planning
Business Formation
Financial Planning
Investment Strategies
Bookkeeping
Real Estate Tax Services
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience in tax and wealth management
- Our team includes CPAs, Certified Financial Planners, and Personal Financial Specialists
- We offer comprehensive solutions for complex financial situations
- We maintain high-tech systems with personalized client service
- Our founder developed industry-recognized financial planning methodologies
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses. Our CPAs specialize in complex tax situations, ensuring compliance while optimizing deductions. Clients receive strategic year-round tax planning advice.
Wealth Management
Our wealth management services integrate investment strategies with tax planning. We help clients preserve and grow assets through personalized portfolios and estate planning solutions tailored to their financial goals.
IRS Problem Resolution
We specialize in resolving IRS and state tax issues. Our experts handle audits, offers in compromise, and installment agreements to resolve back taxes and prevent future compliance problems.
Financial Planning
We create customized financial plans addressing retirement, education funding, and wealth transfer. Our planners use advanced tools to align investment strategies with long-term life objectives.
Business Formation
We guide entrepreneurs through entity selection and business formation. Services include tax structure optimization, registration assistance, and ongoing advisory support for startups and established businesses.
People
Nick Hodges
Founder (Retired)
CPA since 1981 with over 30 years experience. Developed holistic financial planning methods featured in industry publications. Served as strategic partner in wealth management for business owners and executives.
Matthew Apodaca
Managing Partner
Certified Public Accountant with CGMA designation. Specializes in tax and wealth advisory services. Provides strategic financial guidance to business owners and high-net-worth individuals.
Tim Higgins
Managing Partner
CFP and CPA with expertise in integrated tax and wealth management solutions. Focuses on helping clients achieve financial security through comprehensive planning strategies.
Wendi Hall
Managing Partner
Leads strategic operations with focus on client service excellence. Coordinates multidisciplinary teams to deliver comprehensive financial solutions tailored to client needs.
Kenneth Blake
Senior Tax Advisor
Experienced CPA and Enrolled Agent with specialization in complex tax matters. Provides expert guidance on tax compliance, planning, and problem resolution for individuals and businesses.
Questions
What services does NCH Tax & Wealth Advisors offer?
We provide tax preparation, accounting, financial planning, wealth management, IRS problem resolution, estate planning, and business formation services for business owners and executives.
How can I schedule a consultation?
Contact us at (800) 748-4159 to arrange a complimentary 15-minute consultation with our tax and wealth management professionals.
Are your advisors certified professionals?
Yes, our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFP), and Personal Financial Specialists with decades of combined experience.
Do you serve clients outside California?
While based in Fullerton, we serve clients throughout Southern California and work with business owners nationwide through our technology-enabled service model.
How do you handle complex tax situations?
Our specialists focus on advanced tax planning strategies, IRS problem resolution, and customized solutions for high-net-worth individuals and business owners.
What makes NCH different from other firms?
We combine 30+ years of experience with a consultative approach, integrating tax, accounting, and wealth management to create holistic financial solutions tailored to each client's needs.
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