Services

We serve a diverse group of clients, who are engaged in a broad spectrum of business and investment activities. We spend the time to get to know our clients, to comprehend their businesses and holdings, and to understand their risk profiles. Because we are an entrepreneurial business, we are familiar with the challenges facing our clients who are entrepreneurs. As a result of our close relationships with our clients, we add significant value when advising our clients about the choices they make. We are often the lead advisor for transactions such as sales, mergers, acquisitions, and restructurings.

Our goal is to achieve the best tax results possible given the objectives of our clients

Individuals

Serving High Net Worth Individuals and their Related Entities - At Bolar Hirsch & Jennings LLP, we focus on serving high net worth individuals and their related entities – closely held corporations, partnerships, limited liability companies, family trusts, charitable trusts, and private foundations. We are honored to serve some of the most influential individuals and families in Orange County, as well as in other parts of California. Bolar Hirsch & Jennings LLP offers the sophisticated business, taxation, and financial advice these clients need.

Tax Preparation and Compliance - We provide the highest quality of tax preparation and compliance services. Our technical expertise translates into preparing tax returns that accurately reflect our planning and transactional work.

Tax Planning and Transactional Work - We never forget that the numbers on a tax return should be the result of focused planning to achieve the best possible tax results in light of the business and investment objectives of our clients. Our goal is to be well informed about the financial affairs of our clients in order to suggest strategies to lower their income tax liabilities but still achieve their financial planning goals. Our partners and senior staff stay in contact with our clients throughout the year so that we can be aware of tax planning opportunities as they arise. We also work with our individual clients and their financial and legal advisors on specific transactions that require sophisticated tax planning and expertise.

Income Tax Audit Representation – At BH&J, we have a history of successfully representing our clients in connection with examinations by the Internal Revenue Service, California Franchise Tax Board, and other state revenue departments. We have the experience and technical expertise needed to successfully negotiate with the taxing authorities. We are dedicated to achieving the best possible outcome for our clients.

Financial Planning – Through our subsidiary, Bolar Hirsch & Jennings Advisors LLC, we help our clients invest substantial portfolios in a manner that uses sophisticated techniques to minimize risk and maximize return. We are also capable of providing life insurance solutions for our clients, and have close working relationships with many of the most well known attorneys and trust companies in Southern California.

Our subsidiary, Bolar Hirsch & Jennings Advisors LLC, provides financial planning services. It is not an accounting firm and is not licensed by the California Board of Accountancy.

Private Client Financial Advisory and Business Management Services – We offer private client financial advisory and business management services to a select group of clients.


Businesses

Serving Corporate Clients - Bolar Hirsch & Jennings LLP serves a wide range of corporate clients. Our clients range from publicly held companies to small individually owned corporations. We are highly experienced in the taxation of both C corporations and S corporations. We are also proficient in the multi-state taxation of corporations.

Serving Partnerships and LLC’s – Partnerships and limited liability companies compose a large segment of BH&J’s practice. Our partners and senior staff have a particular expertise serving partnerships and LLC’s in the real estate industry. In addition, our partners have authored reference books on partnerships and on the taxation of passive losses.

Tax Preparation and Compliance - We provide the highest quality of tax preparation and compliance services. Our technical expertise translates into preparing tax returns that accurately reflect our planning and transactional work.

Tax Planning and Transactional Work – At Bolar Hirsch & Jennings LLP, we believe in focused tax planning to achieve the best possible tax results in light of the business objectives of our clients. We work with our business clients and their financial and legal advisors on specific transactions that require sophisticated tax planning and expertise. Our partners and senior staff have the experience and the technical knowledge to make an important contribution to the success of these transactions. We are often our clients’ lead advisor for transactions such as sales, mergers, acquisitions, and restructurings.

Income Tax Audit Representation – At BH&J, we have a history of successfully representing our clients in connection with examinations by the Internal Revenue Service, California Franchise Tax Board, and other state revenue departments. We have the experience and technical expertise needed to successfully negotiate with the taxing authorities. We are dedicated to achieving the best possible outcome for our clients.


Trusts, Estates, and Charitable Entities

Estate and Gift Planning Services – Bolar Hirsch & Jennings LLP has partners and senior staff with considerable knowledge and experience in the estate and trust area. This expertise includes the estate tax, the gift tax, the generation-skipping tax, and the income taxation of estates and trusts. We have the technical capabilities to work closely with your estate planning attorney to develop a long term estate plan and to implement shorter term planning strategies. We are extremely proficient in preparing the various income tax returns and gift tax returns that are necessary to properly implement these strategies. Examples include irrevocable trusts, charitable remainder trusts, charitable lead trusts, private foundations, grantor retained annuity trusts, intentionally defective grantor trusts, and family limited partnerships.

Estate Tax Preparation and Implementation of the Estate Plan - We work closely with surviving spouses and heirs following a death to implement the decedent’s estate plan. This includes preparation of the federal estate tax return, funding of the various trusts created at death, preparation of the decedent’s final income tax returns, and preparation of income tax returns for the newly created trusts on a go-forward basis.

Charitable Entities - Many of our high net worth individual clients establish charitable entities during their lifetimes or at death in connection with their estate plan. These charitable entities include private foundations, charitable remainder trusts, and charitable lead trusts. At BH&J, we are very familiar with these entities and with planning for their creation. We are also extremely proficient in preparing the required income tax returns for these entities.

Bolar Hirsch and Jennings LLP

Bolar Hirsch & Jennings LLP
Certified Public Accountants

18101 Von Karman Avenue
Suite 1440
Irvine, CA 92612

Phone:   949-224-3300
Fax:       949-224-3399



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Having practiced as a CPA, I can attest that working with real estate clients isn’t easy. To be successful you need to be responsive, creative, hard working and willing to take a position. The BH&J partners take a genuine interest in the success of your business and act as if they are your partner. Their integrity is without question and they find ways to get deals done and minimize your tax liability. That’s a rare combination. They exemplify the term "under promise and over deliver."

Frank Suryan
Chairman and CEO
Lyon Capital Ventures

Because of BH&J’s demonstrated integrity and vast understanding of the current tax laws, I have the confidence that their work product is not only accurate, but strategically superior in every way.

Brandon Birtcher
President, Birtcher Development