Empowering Your Financial Future
At Spann & Associates, we are committed to providing our clients with professional, personalized services and guidance in a wide range of accounting and tax needs. Our mission is to help clients maintain their accounting systems in the present, while taking a proactive approach to reduce future income taxes. This requires open communication to reach an understanding of our clients' needs through research and sound analysis.
As a full-service accounting and tax firm located in Orange County, California, we have been serving clients locally and nationwide for years. Our team, led by founder Paul Spann, is dedicated to meeting the highest standards of excellence and professionalism. We pride ourselves on the level of esteem we have earned in the business and financial community in and around the area.
Our Services
We offer a broad range of services to help you secure a sound financial future. Whether you are an individual or business, we provide personalized services tailored to your needs. Our services include:
- Business Services: We offer small business accounting, bookkeeping services, part-time CFO services, cash flow management, business advisory services, and new business formation.
- Tax Services: Our tax services include individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, and tax center services.
Our Philosophy
At Spann & Associates, we believe in building long-term relationships with our clients. We take the time to understand your unique needs and goals, and provide personalized guidance and support to help you achieve financial success. Our team is committed to staying up-to-date with the latest developments in accounting and tax laws, ensuring that our clients receive the most effective and efficient solutions.
Our Values
We value our clients and strive to provide exceptional service, expertise, and professionalism in everything we do. We are dedicated to helping our clients achieve financial success and security, and are committed to maintaining the highest standards of excellence in our work.
Tax Preparation Services
Chuck R. shares a glowing review of Paul Spann's tax preparation services. The author has been working with Paul for over five years, and in that time, they have had to manage complex tax returns, including Schedule C, LLC, real estate rentals, investment securities, and personal investments. Paul's work is described as professional, competent, and reliable.
Timely Responses and Expertise
When they have tax-related questions, Chuck R. praises the prompt and helpful responses they receive from Paul. He provides clear answers and information in a timely manner, making it easy for the client to navigate complex tax matters.
Reasonable Pricing
The reviewer highlights that Paul's services are offered at a reasonable price, making it a valuable option for those seeking expert tax advice.
No Need to Look Elsewhere
Chuck R. concludes that they have no need to look elsewhere for competent tax advice at a reasonable price, which speaks to Paul's exceptional services.
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