Your financial decisions and your taxes are deeply connected. We plan them together — proactively, all year long.
Integrated tax planning and financial planning under one roof. Every decision is made with its tax impact in view, so that it's not discovered months later at filing time.
Practices we work with
Most financial decisions have tax consequences. Most tax decisions affect long-term wealth. We believe those conversations should happen together.
A firm built around one conversation.
At Modern Advice, we believe tax planning and financial planning should never exist in separate conversations. Our team works together to create strategies that help clients build wealth, reduce unnecessary taxes, and make confident financial decisions at every stage of life and business.
We specialize in working with veterinarians, business owners, real estate professionals, and families, providing personalized guidance that's proactive. Whether you're growing a practice, expanding a business, preparing for retirement, or simply looking for smarter tax strategies, every recommendation is made with your complete financial picture in mind.
Our philosophy is simple: education comes first. Before we ask anyone to become a client, we want them to understand why a strategy makes sense, how it works, and the long-term impact it can have. We believe informed clients make better decisions, and those decisions create stronger financial futures.
Start a conversation with us →Five ways we help you plan ahead.
We provide a variety of services, each of them helpful in a unique way, with the specifics of each service being tailored personally to your situation once you contact us.
Tax Preparation & Proactive Tax Planning
Accurate returns paired with year-round planning, so tax strategy shapes your decisions instead of surfacing at filing time.
Bookkeeping & Business Financial Reporting
Clean books and clear reporting that give you a real-time view of your business and a foundation for better decisions.
Financial Planning
Cash flow, liquidity, and long-term wealth projections built around your family's goals at every stage of life.
Investment & Retirement Planning
Tax-efficient portfolios, contribution and Roth-conversion strategy, and withdrawal sequencing across your accounts.
Business Advisory & Transaction Planning
Guidance through entity structure, growth, and sales or acquisitions, with the tax impact modeled before you commit.
A coordinated process, not a once-a-year transaction.
Understand
We map your full financial picture: income, entities, investments, and goals.
Identify
We surface tax, planning, and investment opportunities others miss.
Build
We build a coordinated strategy where each decision supports the others.
Implement
We implement with ongoing accountability while adjusting as life changes.
Your tax return shouldn't be the end of the conversation. It should be the starting point for better advice.
Newport Beach, CA 92660
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We've received your note and will be in touch shortly to find a time to talk. In the meantime, feel free to call us at 949-707-5604.