By The Book Tax & Accounting

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6 Centerpointe Dr Ste 700
La Palma, CA 90623

By The Book Tax & Accounting in La Palma, CA offers a range of financial services, specializing in tax preparation and planning. Their team believes in the importance of incorporating tax planning into every tax return process, ensuring a comprehensive approach to financial management.

Whether you require assistance with personal tax returns, business tax filings, or bookkeeping, By The Book Tax & Accounting is equipped to handle various tax needs. The company's expertise extends to Corporate, Partnership, Single Member LLC, Self-Directed IRA, and Individual taxes, including out-of-state or multi-state tax requirements.

In addition to their tax services, By The Book Tax & Accounting provides full tax planning options on a retainer basis. Clients can benefit from tailored tax recommendations, year-end planning, withholding checkups, and complex tax research to address diverse financial concerns, from small business ventures to retirement planning.

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5.011 reviews
Tim C.
4/18/2022

By the book tax accounting is a great resource for me. I've utilized their tax filing and working sessions to ensure my taxes are all in order. They're very reliable and knowledgeable. I'd...

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Tamkin C.
9/4/2022

My only regret is not finding this team sooner he does extreme level hardcore thinking super strategic for us but know that this is a tax group for advanced people. Bring your ideas and they'll...

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Amod S.
10/15/2021

I have worked with three different tax firms (and several CPA's within one of those firms) over the past 5 years (including one local and one suggested in a group with a bunch of wealthy...

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Mel B.
10/14/2021

This was my first time not preparing my taxes myself and Courtney and team made the process so simple. They were patient in addressing my many questions, very informative, and always friendly. I...

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Samantha N.
4/15/2022

This was me and my husbands first time filing with an accountant instead of an online service like TurboTax. By The Book Tax & Accounting made the experience worth the investment. The clear...

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