Broker Check

14724 E. Whittier Blvd
Whittier, CA 90605

LinkedIn YouTube

James Taheran

(562) 696-3340

 
Should You Tap Retirement Savings to Fund College? Should You Ever Retire? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Welcome to Mr. Tax -
Where service is more than a tax return

Thank you for logging on to the Mr. Tax Website. Whether you are an individual taxpayer, small business owner or just want to start a business, you'll find our services to be exactly what you are looking for.

Over the last 36 years, Mr. Tax has helped thousands of people and businesses like yourself and we can help you. Call our toll free number at (888) MY-MR-TAX.

Running a business or resolving IRS problems doesn't have to be a lonely fight. We have helped many corporations and individuals successfully with business acquisitions, tax planning, consultation, etc. and we can help you.

Many of our clients are franchisees of major well known businesses such Subways, Yogurtland, Baskin Robbins, 7-Eleven, Churche's Fried Chicken, ARCO, Mobile, Fastrip, Motel 6, Roadway Inn, Holiday Inn, etc.

Our focus is on small business and individuals. You'll get the best of both worlds with us and that is "large firm capabilities with small firm personality". We are easy to talk to and we know our business very well. We are the business partner you always wanted to have. Your success is our success.

Great service is only a phone call away. Our staff is ready to help. Please call our office for a complimentary initial consultation at (888) MY-MR-TAX or (888) 696-7829

Services Provided by Mr. Tax

1. Financial Accounting

  • Income statement
  • Balance Sheet

2. Payroll

  • Paychecks
  • Payroll tax returns
  • W-2
  • 1099

3. Tax Returns

  • Individuals
  • Corporations
  • Partnerships
  • LLC's
  • Final returns for a deceased
  • Trusts

4. Audit Representation

  • IRS audits
  • Franchise Tax Board audits
  • State Board of Equalization (sales tax) audits
  • Department of Labor audits
  • Worker's comp. audits
  • Employment Development Department (EDD) audits

5. Tax Resolution & Settlement

  • IRS income tax settlement
  • IRS payroll tax settlement
  • California income tax (FTB) settlement

6. Legal Services*

  • Estate planning - wills, living trust, durable power of attorney
  • Tax controversies - income tax, sales tax
  • Other legal services (Call for details) - personal injury, employment, bankruptcy, worker's comp, immigration

7. Consulting Services

  • Tax planning
  • Estate planning
  • Trusts
  • Incorporation
  • Business acquisition
  • Sales of businesses
  • Buy/sell agreements

*All legal services are provided by Taheran Law Firm, PC. Neither Mr. Tax nor Choice America Financial Group, Inc are law firms, nor are they affiliated with Taheran Law Firm, PC.

Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Smart Retirement Habits for Retirement Success and Security

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

 

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

View all articles arrow

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

View all videos arrow