Froley & Associates Financial Services

Froley Tax Services is a firm built on the principles of precision, expertise, and personalized client service. We are dedicated to providing comprehensive financial solutions for individuals and businesses alike, leveraging our extensive experience and knowledge of the ever-evolving tax landscape. Situated in both Dana Point and San Clemente, California, we offer a convenient and accessible approach to your financial needs.

Our computerized environment and consistent access to online resources ensure that our clients receive the most accurate, efficient, and up-to-date financial services available. We firmly believe in staying ahead of the curve, continuously participating in Continuing Professional Education Courses to remain at the forefront of tax law changes and industry best practices.

Our Team

At Froley Tax Services, we pride ourselves on our team of highly qualified and dedicated professionals. Each member brings a wealth of experience and expertise to the table, ensuring that we can provide comprehensive and tailored solutions to meet your unique financial circumstances.

Craig Froley, CRTP, is our founder and a Registered Tax Preparer with over forty years of experience in business, tax preparation, and tax planning. His extensive background in various entrepreneurial ventures adds a valuable dimension to his client interactions, fostering a deep understanding of their diverse needs.

Pamela J. Zedick, CFP, CRTP, is a Certified Financial Planner and also a Registered Tax Preparer. Bringing a wealth of knowledge gained from her previous 25-year career in corporate finance, Pam transitioned to personal financial and tax planning, discovering her true passion in helping individuals navigate their financial complexities.

David L. McGuire, Enrolled Agent, contributes his over 20 years of experience in institutional relationship management for renowned firms like Putnam Investments, Alliance Bernstein, and JP Morgan to our team. David's expertise in personal financial, tax, and estate planning makes him a valuable asset in assisting clients with their long-term financial goals.

Our Services

Froley Tax Services offers a wide range of comprehensive financial services designed to meet your individual and business needs.

Tax Preparation Services: We have a proven track record of successfully preparing over 9,000 individual and business tax returns. Our expertise encompasses various tax types, including federal (1040) and California (540) returns, sole proprietor income tax returns, amended returns, non-resident and part-year resident tax returns, and out-of-state tax returns.

For business tax needs, we collaborate with our trusted practice affiliates to provide comprehensive solutions for corporations, limited liability companies, partnerships, and business property taxes.

Financial Planning & Consulting: Our firm goes beyond tax preparation by offering a variety of consulting services to address your financial planning needs. We provide tailored advice and guidance on investments, retirement planning, estate planning, and other crucial financial aspects of your life.