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Financial Analyst

Welcome

Put Your Finances in the Hands of Experts

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Our Services

We offer a wide array of services for individuals, businesses and nonprofits. Whether you need assistance related to tax filing, bookkeeping or any other financial matter, we would love to help. Scroll down to learn more about what we offer.

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Individual Income Tax Preparation

The Cb Tax & Accounting Service team is dedicated to staying up-to-date on all regulatory and legislative developments, both locally and nationally. When you hire us for Individual Income Tax Preparation, you can count on receiving accurate guidance.

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Tax Planning

Many clients hire us for Tax Planning. We pride ourselves on filing all related financial documents on time and keeping you updated every step of the way. Book an introductory session to get started today.

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About

For individuals and businesses alike, dealing with the minutiae of accounting and financial planning consumes precious moments that could be spent elsewhere. Whether you want to spend more free time with friends and family or focus on strategic decision-making for your business, working with Cb Tax & Accounting Service can help.

Since 2000, we have been providing a wide array of financial management services for our clients, freeing them up to enjoy the most rewarding parts of living their lives and running their businesses. Get in touch today to entrust our team with your finances.

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Testimonials

A People-Focused Tax Advisor

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Kris Michaels

This is your Testimonial quote, the place to feature a review from one of your clients about your team and services. Encourage visitors to your site to choose you as their Tax Advisor.

Frankie Bolder

This is your Testimonial quote, the place to feature a review from one of your clients about your team and services. Encourage visitors to your site to choose you as their Tax Advisor.

Quinn Davis

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Cb Tax & Accounting Service

29883 Santa Margarita Pkwy Rancho Santa Margarita, CA 92688

(949) 709-0833

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