Frequently asked

Willard Tax & Financial is an Orange County firm that brings bookkeeping, tax strategy, and wealth planning under one roof for business owners and investors. We start with disciplined, accurate books, then carry qualified clients up into proactive tax planning and long-term wealth strategy — so the numbers that run your business and the plan that builds your wealth finally work together.

We work with established business owners and investors across Orange County and Southern California — from sole proprietors to multi-entity companies. Our engagement tiers are built to meet you where you are, whether you need clean monthly books, an elite tax posture, payroll, or fractional CFO-level strategy.

Most firms are built around a filing deadline; we're built around you. Instead of seeing your numbers once a year, Willard works year-round — keeping your books current, planning your tax position proactively, and coordinating it with your wealth strategy. Clean books aren't just compliance to us; they're the foundation of building and protecting real wealth.

Engagements start at $475/month for sole proprietors (one clean set of books plus annual filing) and scale through corporate bookkeeping, payroll, and reporting tiers. Our apex Targeted Fractional CFO engagement starts at $4,000/month following a financial systems assessment. Pricing is scoped to your entity count and complexity — see the engagement tiers.

Bookkeeping is the entry point, and for good reason — strategy built on inaccurate books doesn't hold. We start there, get your financials clean and current, then move you up into tax and wealth strategy at your pace. We call it stewarded, not sold.

A Targeted Fractional CFO engagement gives you strategic finance leadership without a full-time hire — consolidated bookkeeping across entities, a monthly KPI dashboard and board-ready financial package, quarterly cash-flow forecasting, and dedicated strategic work on pricing, margin, hiring, and expansion. It begins with a financial systems assessment and is scoped to your business.

Jason D. Willard is an IRS Enrolled Agent (EA) — a federally authorized tax practitioner with unlimited rights to represent taxpayers before the IRS — with over six years of experience. Alongside disciplined bookkeeping and proactive tax work, he guides clients on long-view wealth and retirement strategy.

Yes. Willard Tax & Financial is based in Orange County, California, serves business owners throughout Southern California, and works with clients remotely as well. Reach out and we'll confirm fit on a short strategy call.

Start with a short, no-pressure strategy call. We'll look at where your books, tax posture, and wealth plan stand today and what moving them under one roof would unlock. Use the contact form and Jason will respond within one business day.