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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

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

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

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

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

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

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

If you looking for a professional & knowledge CPA, do not look further. Andrew has been our CPA for years. If we have any questions regarding to tax, Andrew always there to answer them. He always give us the best advice when it come to tax. Thank You for being there to answer our questions.

Kevin T.

Anaheim, CA

Very knowledgeable CPA. Knows the laws and regulations and will steer you in the right direction. Couldn’t be happier with his services. I have recommended his services in the past and will recommend in the future.

James K.

Fullerton, CA