Tax Advisory

Tax Planning & Management

Tax Consulting

Many of the financial decisions you make may have tax implications. By assessing your current and potential tax situations, we utilize strategies to help you manage your taxes more effectively.

Tax Filing – Individual

We provide tax preparation services for individuals and companies. Our services include consulting, planning, filing, foreign tax compliance and IRS audit representation.

Bookkeeping & Payroll

We provide dedicated and specialized payroll services tailored to your company’s requirements. We keep you informed and anticipate issues that would impact your bottom line.

Estate Planning

Having an estate plan is more than just making sure your assets will be transferred effectively. We examine the tax implications of your plans to ensure you have greater confidence and security.

It is our job to see that you pay no more tax than the law requires.

– Sam Hung, CEO & President

Budgeting

One of the keys to a sound financial strategy is spending less than what you take in, and finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you can put your excess cash to work.

Tax Solutions

Generating the cash flow you need through proactive income and tax planning is essential to support your lifestyle and expenditure. Just like you want a high return on your investments, savings at any tax bracket is always welcomed because they produce useful cash flow. We offer customized services to help you plan for your future.

67%

of Americans have no estate plan

– Caring.com

Get a Free Consultation

Our Mission Is to Build the Foundation of a Secure Lifestyle

Your goals and dreams are important to us. Let us work with you to make them a reality.

Future

Address

1590 N. Batavia, Unit 1

Orange, CA 92867

Email

Sam Hung: shung@ksifa.com
Paul Seig: pseig@ksifa.com

Sam Hung and Paul Seig are registered with and securities offered through Kovack Securities, Inc., a member of FINRA/SIPC at 6451 North Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308, (954)782-4771. Sam Hung and Paul Seig offer Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment Advisor. Capital Gains Financial is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Investment Advisor Representatives may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

Get background information on these Investment Professionals on FINRA’s Broker Check website and the Client Relationship Summary Form.

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