Skip to content Skip to footer
Tran & Co

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

pexels-yan-krukov-7691690(1)

Over 20 years of experience.

 

Over 20 years of experience.

testimonials

What Our Clients Say

I chose Andrew for his knowledge and expertise in accounting. He is very thorough, yet also patient to help answer any questions or concerns I have. I feel like I’m his only client when I know he has many other clients. You can’t put a price on a person’s good character and great work ethics.

Johnny P.

Orange County, CA

I am not always available for a phone call, so I also enjoyed the fact he doesn’t have a problem communicating by email.

As someone with a few business/investment interests and some additional complexities thrown in on top, I recommend him.

Forest K.

Newport Beach, CA

Andrew was lightning fast, professional, and courteous. He had our paperwork completed within 24 hours of my initial email inquiry. His rates are excellent given his quality of work, and he is very comfortable with out-of-state and real estate-related subject matter. Highly recommend.

Dan L.

Huntington Beach, CA

Andrew has been doing my taxes for a few years now.  He’s extremely competent in individual and corporate taxes. He has years upon years of IRC experience. I highly recommend Andrew for your tax preparation and tax planning transactions. If you’re not convinced yet, I’m a CPA and I still go to Andrew to prepare my taxes. I give him 5*.

Steve N.

Orange County, CA

Andrew has been doing my taxes for a few years now. He’s definitely knowledgeable and solution-based. If he doesn’t know the answer, he will find out (and he actually follows through!). My favorite place to do taxes. Down to earth and friendly staff but don’t let them fool you, they come with expert advice.

Michelle C.

Seattle, WA

My favorite place to do taxes. Down to earth and friendly staff but don’t let them fool you, they come with expert advice.

Allen T.

Garden Grove, CA

I’ve been using these guys for a few years now for both personal and business taxes. They’re super accommodating even when they get busy around tax time.

Michael C.

Fountain Valley, CA

My family members and I have been using Tran & Co for years and every year Andrew and his top notch staff really take care of my every tax need.

Eric S.

Orange, CA