Tax Planning and Preparation

Tellone Financial Services has over 70 years combined experience in tax planning and preparation in Anaheim Hills and serving individuals and businesses in Yorba Linda and throughout all of Orange County. We provide expert advice to the individual as well as the closely held business owner on tax strategies that fit into their overall wealth-building plan.

Not only do you need to consider taxes on April 15th, but year round as well. Tellone Financial Services can assist in analyzing your investment alternatives and identify the tax benefits and consequences of your strategies. Our advisors utilize the latest software to aid in analysis and to produce informative, easy to read summaries of the tax preparation.