We pledge
to engage in
and prudent financial services to our clients.
Why You Need the Services We Offer
We nurture enterprise growth by providing an unparalleled level of customer service. Concurrently, we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base, all culminating in a rewarding experience for both clients and professionals of our enterprise.
Our goal at Financial Advocates is simple – extraordinary customer service as we fulfill our clients’ needs in the personal financial service industry. We accomplish this by taking over the tasks which interfere with an enjoyable, leisurely lifestyle, and by partnering with organizations that have the finest reputations for quality.
Our Services
Financial Advocates is a full-service accounting firm that pledges to deliver the highest levels of customer value. Our experience, diversity, and track record parallels that of any reputable firm with special attention to your specific needs. We can assist you with the following services:
TAX
PLANNING
& PREPARATION
FINANCIAL
REPORTING &
SUBSTANTIATION
BUSINESS
MANAGEMENT
& STRATEGIC
CONSULTING
ESTATE & TRUST
PLANNING
& PREPARATION
Contact Us
12341 Newport Avenue,
Ste. A-100 Santa Ana, CA 92705
We Nurture – enterprise growth by providing an unparalleled level of customer service. Concurrently, we strive to develop intellectual capacity by maintaining an environment that challenges professionals to expand their knowledge base, all culminating in a rewarding experience for both clients and professionals of our enterprise.