Located in Huntington Beach, our boutique tax firm specializes in serving high net-worth individuals, estates, trusts, local businesses, and U.S. expatriates in Spanish-speaking countries. Led by Jeffrey Shurtleff, an experienced Enrolled Agent and international tax expert since 2013, our dedicated three-person team provides personalized service by matching clients with a liaison and tax expert to ensure accuracy and timely delivery. As California's oldest hybrid tax firm, we offer both in-person and virtual consultations. Fluent in English and Spanish, we collaborate with Colombian accountants to support clients across Latin America. With over 25,000 hours of tax experience, numerous awards, and federal credentials including EA, CAA, and MBA, we deliver comprehensive tax preparation, planning, and problem resolution services tailored to each client's unique needs.