401k Rollover Services in Irvine, CA
Whether you're starting a new job or embarking on a new business venture, it's essential not to let your 401k funds get lost along the way. If you need to roll over your 401k, come to AV Accounting & Tax Services and let us help you reallocate the money you've worked so hard to save.
Personalized Financial Solutions
At AV Accounting & Tax Services, we work hard to give our valued clients the personalized service they need. When you come to us, we'll take the time to review your financial circumstances and understand your needs and goals. Every member of our team is dedicated to helping you make the best accounting-related decisions for now as well as the future, and we'll go out of our way to earn your business and trust.
If you want options for a 401k rollover, our team is at your service. Call today to schedule an appointment and learn more.
High quality service
I have had my accountant for over ten years. As I usually do, I sent (by priority mail) my business tax docs so they could be prepared in mid-February. Without any word from my accountant, I became concerned. Sadly, ill health has affected the accountant, so I wasn't able to continue with the service. I dread tax season and the thought of finding a new accountant I can work with frightened me. I reached out through Yelp to find, AV Accounting team and I saw such glowing reviews. When I spoke with Aaron, it was like talking to a familiar friend who has your best interest but won't BS you into stuff that is not legit. Immediately, he parlayed my concerns and jumped right into getting my taxes done before the filing deadline. He is thorough, professional and quite personable. It only took him a short time to compile my taxes and e-file them. The old accountant was used to paper and snail mail which took days back and forth. Av accounting's price for business tax preparation was great too! I will look forward to using them for all my business and personal needs.
Great experience with AV tax services
First time using AV Tax services for my taxes after being referred by a friend. Had quite a bit to work with and was worried about how it would end out. However, they did an amazing job and I couldn't be happier. Extremely helpful and to the point. Will definitely refer to my friends and family to utilise. Thanks, guys.
Small moving company experiences with AV Accounting team
We found this guy through our friends in orange county and we needed a new bookkeeping specialists ( because our old one wasn't professional enough even to take care of our small business needs ), these guys were on top of things and got a lot done in really short amount of time, since then they are our specialists for any tax/ accounting need. A pleasure to work with, keep up the great work guys!
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- Certified Financial Planner
- Certified Professional Bookkeeper
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- American Accounting Association
- Certified QuickBooks Pro Advisor
- Masters Of Business Administration (MBA)
- National Association Of Tax Professionals (NATP)
- A+ Rating With The BBB
- American Institute Of Certified Public Accountants (AICPA)
- National Society Of Accountants