TRAN & CO., INC APC
About the Business
TRAN & CO., INC APC is a dedicated team of CPAs located in Newport Beach, California. We offer a wide range of accounting and finance services to both individual and business clients. Our firm combines big firm expertise with the personalized touch of a smaller firm, providing expert advice and tax strategies tailored to each client's needs. Our team is experienced in handling everything from pre-revenue startups to mature enterprises, and we prioritize client service and long-term relationships over billings. Our culture is rooted in supporting local businesses and the community, and we believe in the importance of strong relationships with our clients. With active CPA licenses and memberships in professional organizations, our team is well-equipped to handle all of your accounting and finance needs. Whether you need tax preparation, financial statements, or business consulting, TRAN & CO., INC APC is here to help you achieve financial stability and success. Contact us today to learn more about our services and how we can assist you with your financial goals.
Photos
Location & Phone number
20201 SW Birch St STE 250, Newport Beach, CA 92660, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Andrew and his team have been diligent, responsive, and patient with me over the last few years working through a time when the IRS is understaffed and slow to respond. There has been a long sense of anxiety looming over me, and I am grateful for Andrew's knowledge and kindness to help calm those concerns and to hold steadfast through this 1040 amendment process."
"Tran & Co. has been doing my family's taxes for years. Never had a headache and they always respond to my concerns in a fast manner."
"Great accountants, Andrew and Eric have provided great advice over the years."
"IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, is required... There are services in life where trust, accuracy & professionalism are of utmost importance to us; like when in need of care of any type, whether it’s a good doctor, good mechanic or electrician, and especially an excellent CPA to care for your financial liabilities, obligations and interests. I have been a client of Mr. Andrew Tran’s for a number of years now. Although, this last year I found myself in situation that I was not prepared for… my Grandma passed away and I found myself as my Mom’s primary help in administering the Trust that held my Grandma’s Estate. I learned a lot through this time, and one of the most important things was to go to the right people for the best knowledge on whatever issue was present during the process. In terms of finalizing the estate & distribution of assets, it is necessary to file IRS Form 1041 for income tax returns related to Estates & Trusts. Also, estate distributions can affect beneficiaries as well, thus, filing of a 1041 may likely present itself to be a more complex financial picture affecting multiple parties. I was very much appreciative and very relieved to have Tran & Co. handling the estate / trust taxes and personal taxes for the Trust and my Mom. Andrew provided significant insight, excellent accuracy and most importantly helped me to understand be comfortable with the reporting and finalizing of the Estate so that I could be confident that my Mom’s financial concerns were taken care of the right way."
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