01 / A practice in Irvine, California
Tax & accounting,
done with precision.
Assayag Financial is a tax and advisory practice in Irvine, California. We help founders, families, and operators keep more of what they earn — with clean books, proactive planning, and work you can trust.
Approach
Most tax problems are really bookkeeping problems. Most bookkeeping problems are really structure problems. We work on all three, all year.
Assayag Financial is a small, deliberately boutique practice. We take on a limited number of clients each year and give each of them the same thing: a clean set of books, a tax return that’s been reviewed by a human who understands it, and an advisor who picks up the phone.
We don’t chase volume. We don’t outsource preparation overseas. We don’t send you a questionnaire in February and a bill in April. Our work is slower, more careful, and — for the people it’s right for — considerably better.
02 / What we do
Six services, one standard of work.
We focus on what most professional firms get wrong — the connection between the books, the entity, and the owner's personal return. Done well, each one makes the next one easier.
- 01
Tax Preparation
Individual & family returns, done right.
- 02
Bookkeeping
Clean books, closed monthly.
- 03
Entity Returns
S-corp, partnership, and C-corp filings.
- 04
Trust & Estate Returns
Fiduciary filings, handled with care.
- 05
Payroll
Full-service payroll and compliance.
- 06
Advisory
Planning, structuring, quarterly reviews.
200+
Returns filed each year
94%
Client retention since 2018
< 1 day
Typical reply time
CPA
Every return reviewed by a licensed CPA
03 / What clients say
Quiet, careful, discreet —
exactly what most firms need.
“We moved to Assayag Financial after two years of messy books and a tax bill nobody could explain. Within a quarter they had the ledger clean, the S-corp election filed, and a plan that saved us roughly forty thousand in the first year.”
“Our prior CPA treated us like a tax return. Assayag treats us like a business. Quarterly meetings, proactive calls before anything happens, and books I can actually read on a plane.”
“They handled the trust return and the K-1s to each of us without a single follow-up email. Quiet, careful, discreet — exactly what we needed.”
“Assayag Financial coordinated with my attorney on the entity restructure, modeled the PTE election, and prepared every return on time. I stopped losing sleep over April 15.”
04 / Writing
Notes on tax, structure, and running a tidy business.
Start the conversation
Bring us your last two returns. We’ll tell you what we’d do differently.
A thirty-minute consultation, no charge, no pressure. If we’re a fit, we’ll say so. If we’re not, we’ll point you somewhere better.