Get started with a free consultation!
Tax and Business Consulting You Can Count On
Get started with a free consultation!
Tax and Business Consulting You Can Count On
Our Leadership
Richard Concepcion, Enrolled Agent/Founder
With 19 years of government experience including Unemployment Insurance, Tax Collections, and Tax Auditing I felt it was time to use my knowledge to benefit small business owners navigate through complex laws- specifically AB5. Our family-owned firm emphasizes serving the community and providing professional support for both the personal
With 19 years of government experience including Unemployment Insurance, Tax Collections, and Tax Auditing I felt it was time to use my knowledge to benefit small business owners navigate through complex laws- specifically AB5. Our family-owned firm emphasizes serving the community and providing professional support for both the personal and business taxpayer. Richard is enrolled to practice before the IRS.
What is an Enrolled Agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Our Small Business Services
Taxes
- Taxes: Personal, Business, and Corporate
- Expert in EDD issues
- Specialize in EDD Settlements, Tax Audits, Collections, and Offer in Compromise
Client Testimonial
Steve from Chino Hills: "I can't say enough good things about Richard's help and expertise! I was facing a daunting EDD penalty that put my small business at risk. Richard stepped in and worked tirelessly on my behalf. Thanks to his knowledge and dedication, he managed to settle the penalty, saving me over $90,000. His professionalism, understanding, and clear communication throughout the process were outstanding. I highly recommend Richard to anyone in need of expert assistance--he truly goes above and beyond for his clients!"
Management
- Bookkeeping: manage daily transactions
- Payroll: Management of payroll and taxes
- Planning: Reporting and advice to support growth
Advisory
- Reporting: Help directors make informed decisions
- Capital Fundraising: Advice on seeking equity to help grow your business
Contact Us
We love to serve our clients, so feel free to contact us.
Providence Website
Business Hours
Open today | 09:00 – 17:00 |
Monday through Friday 9am to 5pm
