A minimalist, ultra-organized workstation featuring a dual-monitor setup with one screen displaying federal and state tax compliance timelines and the other showcasing an AI algorithm visualizing cash flow projections. Below, a compact mechanical keyboard and a closed leather-bound tax code book rest on a light oak desk. A small, discreet plaque reads “A&A Tax Consulting LLC – Orange, CA”. Soft, indirect daylight from a large unseen window casts gentle shadows, balanced by cool white task lighting that defines edges and metallic accents. Photographic realism with a slightly elevated angle and sharp focus, conveying clarity, precision, and technological sophistication in a clean, modern office environment.

Engagement Options

Services

Practical financial expertise, backed by doctoral-level research on AI in accounting. Every engagement is built around one goal: giving you clarity, compliance, and more time to run your business.


Tax Preparation & Strategic Tax Planning

Filing your return is the last step — planning is where the savings happen. I work with individuals, small businesses, and self-employed professionals to:

  • Prepare accurate federal and California returns for individuals, LLCs, S-corps, and partnerships
  • Build year-round tax strategies — entity structure, timing of income and deductions, retirement contributions, and estimated payments
  • Resolve notices and correspondence with the IRS and the California FTB
  • Plan proactively for major events: business sales, real estate transactions, new ventures

Best for: business owners tired of surprises at tax time, and individuals with complexity beyond a simple W-2.


Bookkeeping & Financial Reporting

You can’t manage what you can’t see. My bookkeeping engagements give owners clean, current, decision-ready numbers:

  • Monthly bookkeeping and account reconciliation (QuickBooks and modern cloud platforms)
  • Financial statements you can actually read — with plain-English commentary on what’s changing and why
  • Catch-up and clean-up projects for books that have fallen behind
  • Cash flow visibility so you know what’s coming before it arrives

Best for: small businesses that have outgrown the shoebox but aren’t ready for a full-time controller.


Grant Accounting & Compliance

Grant funding comes with strings attached — and pulling the wrong one can cost you the award. I help nonprofits, small businesses, and grant recipients:

  • Set up compliant grant accounting systems with proper cost allocation and tracking
  • Prepare financial reports that meet funder requirements
  • Manage budgets across multiple grants and funding periods
  • Prepare for funder reviews and single audit readiness

Best for: organizations managing federal, state, or foundation funding who need their reporting airtight.


Government Contractor Financial Compliance

Winning a government contract is one challenge; staying financially compliant is another. As a registered federal contractor myself (SAM.gov registered, CAGE-coded), I bring firsthand experience to:

  • SAM.gov registration and maintenance
  • Accounting system setup that meets government contracting standards
  • Indirect rate structures and cost proposal support
  • Compliance readiness for state (CalProcure) and federal opportunities
  • Teaming and subcontracting financial coordination

Best for: small businesses entering the government market, and current contractors who need their financial house in order.


AI Strategy & Training for Financial Professionals

This is where my practice meets my research. As a DBA candidate studying AI reskilling in accounting, I help firms and small businesses adopt AI the right way:

  • Practical AI training for staff — including hands-on best practices for tools like Claude and other large language models
  • Workflow assessments: identifying where AI genuinely saves time in tax, bookkeeping, and client service (and where it doesn’t)
  • Responsible-use guidance: data privacy, client confidentiality, and quality control when AI is part of your process
  • Implementation roadmaps grounded in research, not hype

Best for: accounting and tax firms, and small businesses, that want AI productivity gains without the risk of getting it wrong.


A Note on Scope

A&A Tax Consulting LLC is a licensed tax and financial consulting firm — not a CPA firm. For work that requires CPA licensure, such as audits, reviews, and attestation engagements, I coordinate with established CPA firm partners so you get the right credential for the job, seamlessly.


How Engagements Work

  1. Discovery call — a no-cost conversation about where you are and what you need
  2. Proposal — clear scope, clear pricing, no surprises
  3. Onboarding — secure document collection and systems access
  4. Ongoing partnership — responsive communication and proactive advice, not just deliverables

Ready to Get Started?

📍 Serving Orange County, California, and clients nationwide (remote-friendly) 📅 [+1(909)688-6799] 📧 [Contact form / email link]

Services

A sleek, glass-walled conference table covered with neatly arranged financial documents, a high-end laptop displaying a clean AI-driven dashboard of tax analytics, and a tablet showing a flowchart of automated accounting workflows. The surface is a dark, matte wood with subtle grain, reflecting small highlights from recessed ceiling lights. Beyond the table, floor-to-ceiling windows reveal a soft-focus Orange, California skyline at dusk. The lighting is a balanced mix of cool daylight and warm interior glow, creating a professional, future-ready atmosphere. Photographic realism, shot at eye level with a shallow depth of field, emphasizing the glowing screens and crisp paper textures while the cityscape remains gently blurred in the background.

AI-driven bookkeeping, real-time dashboards, and workflow automation to modernize your finance back office.

A minimalist, ultra-organized workstation featuring a dual-monitor setup with one screen displaying federal and state tax compliance timelines and the other showcasing an AI algorithm visualizing cash flow projections. Below, a compact mechanical keyboard and a closed leather-bound tax code book rest on a light oak desk. A small, discreet plaque reads “A&A Tax Consulting LLC – Orange, CA”. Soft, indirect daylight from a large unseen window casts gentle shadows, balanced by cool white task lighting that defines edges and metallic accents. Photographic realism with a slightly elevated angle and sharp focus, conveying clarity, precision, and technological sophistication in a clean, modern office environment.

Tax strategy, compliance reviews, financial consulting, and subcontracting support for government and corporate engagements.

Pricing

AI Starter

AI-Driven Accounting & Tax Strategy engagements typically start at $750–$1,500/month for small businesses needing core bookkeeping automation, sales tax filings, and annual federal/state returns. Growth-focused companies and high‑income professionals usually invest $2,000–$4,500/month for proactive tax strategy, KPI dashboards, and CFO-level financial guidance. Complex entities, multi-state operations, and federal contractors often require custom retainers beginning around $5,000/month, based on transaction volume, number of entities, and compliance scope.

✓ AI bookkeeping

✓ Tax planning

✓ Monthly reporting

✓ Email support

AI Growth

We offer three standard engagement models: Essentials (project-based setup from $2,500) to implement AI-enabled bookkeeping, workflows, and compliance hygiene; Growth (monthly advisory from $1,500) for ongoing tax planning, cash-flow analysis, and automation tuning; and Enterprise/Federal (custom proposals starting near $7,500) for multi-entity groups, government subcontractors, and organizations requiring SAM.gov/CalProcure-aligned reporting, indirect cost rate support, and on-call strategic advisory from Dr. Ammar Ashour, DBA.

✓ Workflow automation

✓ Audit support

✓ Dedicated strategist

✓ Priority access

About

How Our Process Works

We begin with a discovery call, design an AI-accounting roadmap within one week, then implement, train your team, and provide ongoing optimization and compliance reviews.

A sleek, glass-walled conference table covered with neatly arranged financial documents, a high-end laptop displaying a clean AI-driven dashboard of tax analytics, and a tablet showing a flowchart of automated accounting workflows. The surface is a dark, matte wood with subtle grain, reflecting small highlights from recessed ceiling lights. Beyond the table, floor-to-ceiling windows reveal a soft-focus Orange, California skyline at dusk. The lighting is a balanced mix of cool daylight and warm interior glow, creating a professional, future-ready atmosphere. Photographic realism, shot at eye level with a shallow depth of field, emphasizing the glowing screens and crisp paper textures while the cityscape remains gently blurred in the background.