1. The Financial Architects - Orange County

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Orange, CA

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The Financial Architects - Orange County

5.0 (13 reviews)
Closed • 9:00 am - 5:00 pm

Services - The Financial Architects - Orange County

Tax planning

Audit and conflict resolution support

Current year tax preparation and filing

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7 years ago

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Sheng V.

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8 years ago

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Sheng V.

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8 years ago

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7 years ago

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8 years ago

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Sheng V.

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7 years ago

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8 years ago

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Sheng V.

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8 years ago

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Sheng V.

Hi Shannon, It is our pleasure to help you!

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7 years ago

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Sheng V.

Thank you Esther. It is my pleasure serving you and your family.

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8 years ago

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7 years ago

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Sheng V.

Thank you Bobby! I’m so glad I could serve you!

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7 years ago

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Sheng V.

Thank you for allowing me to help your family! It was my honor.

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8 years ago

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Sheng V.

Hi Christina, Thank you for allowing me to serve you!

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Review Highlights - The Financial Architects - Orange County

“After sitting in classes given by Terrie Bui and Sheng, insurance options seem so much clearer.”

Mentioned in 3 reviews

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AT&A American Tax and Accounting Services

AT&A American Tax and Accounting Services

(53 reviews)

I was recommended AT&A American Tax and Accounting Services for my tax and accounting needs due to…read morethe fact that my last tax person lost a lot of my files last season, and overall it's been a really smooth experience. They're straightforward, easy to talk to, and don't make things feel more complicated than they need to be. I had a few questions about deductions and filing changes, and everything was explained in a way that actually made sense without feeling rushed. Turnaround time was solid, and they were pretty responsive when I followed up. What I appreciated most was that it felt organized and personal at the same time; it feels like you're not just another file in a stack. Pricing was fair for the level of help I got, and I left feeling confident everything was done correctly. I'd definitely recommend them if you want a no-drama, reliable place for taxes or bookkeeping.

Normally I do taxes through TurboTax by myself but last year I sold stocks I was awarded from my…read moreworkplace years ago and I was worried I have to pay taxes instead a refund. It felt complicated filing taxes by myself since I sold stocks so I had to hire a professional. I was concerned of paying a high fee so I contacted AT&A to help me out on my situation and Megan respond back to me via email. I made an appointment with her the next day and she was very detailed and I was not aware with the overtime bill (I am a type of person who works overtime weekly) that recently pass and it helped me paying less taxes than expected. My appointment took an hour and it was worth it when my concerned of paying only taxes for both federal and state, I ended up getting a refund for fed but ended up paying taxes with state but I am satisfied with the outcome they gave me. I would definitely come back here to file taxes again next year and I was 100% satisfied with the service they provided and the cost to file taxes was reasonable too. Thanks again Megan, Danny & AT&A. The drive from Riverside to file taxes in my complicated situation was worth it.

The Financial Architects - Orange County - financialadvising - Updated October 2026

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