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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.

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Over 20 years of experience.

 

Over 20 years of experience.

testimonials

What Our Clients Say

I found Andrew and his brother through Yelp. He was knowledgeable, patient and kind, and easy to work with- they’re just really nice guys in addition to being great at what they do.

David H.

Newport Beach, 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

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

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

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

I was referred to Tran & Co. by a friend. Andrew and his team helped answer all our questions and streamlined this part so we could focus on running the business. They do it all from setting up new LLC’s, bookkeeping, business corp. & personal taxes.

Danny B.

Westminster, CA

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

Feels good not having to worry about my taxes and many of my friends and family I have referred agree with the great quality of service we get here.

Tyler B.

Irvine, CA