Willard Tax & Financial is an Orange County wealth-strategy firm founded by Jason D. Willard, an IRS Enrolled Agent and Platinum-Tier QuickBooks ProAdvisor. The firm serves established business owners and investors across Orange County and Southern California, bringing bookkeeping, tax strategy, and wealth planning together under one roof.

Its services begin with accurate, current bookkeeping and accounting, including QuickBooks support, and extend to proactive business tax planning and long-term financial and wealth planning. Engagements can also include payroll, reporting, and fractional CFO-level support, with services structured to grow alongside clients’ needs. Bookkeeping engagements start at $475 per month, while pricing varies according to entity count and complexity.

Willard’s approach emphasizes year-round guidance rather than focusing solely on filing deadlines. The firm uses disciplined bookkeeping as a foundation for tax decisions and wealth planning, helping clients connect their business finances with longer-term goals. Based in Irvine, California, Willard Tax & Financial offers strategy calls to help prospective clients assess their books, tax position, and financial plan.