If You’re Surgeon/Physician Business Owner, Entrepreneur Or Stock Option Holder Who Is Searching For Ways To Deduct Up To 6 Figures in Taxes, We Can Help.

Welcome to Blue Ant Wealth And Associates

What Drives You To Visit Our Site?

Pay Almost Half of Your Income In Taxes?

Feel angry to write a check of at least half of million dollars to the IRS? Frustrated that the current CPA/Advisor is NOT proactive enough to help you deduct more taxes? Are you searching for strategies to help shelter your income and lower your tax bill?

Wealth & Financial Freedom

Saving money from taxes is one thing. Growing money tax-effectively is another thing. Would you like to have a strategic thinker by your side to save you time, avoid costly mistakes, also put a process in place to increase your wealth effectively? so that you can do what you enjoy the most, have freedom to choose … to work and retire early.

Contact a CPA/CPF

WHY US?

At Blue Ant Associates, we offer benefits you’ll NOT receive from any other places.

While anyone can file your tax return, the truth is less than 30% of all tax preparers have CPA license. We have Certified Public Accountants (CPA) in our team to maximize your tax savings. Be confident that we hold ourselves to the highest sense of integrity & professional standards for your best interest.
Did you know that when you have a problem with the IRS, only CPAs, EAs and Attorneys can represent you? Not only we can represent you but we’re also highly trained to solve your complicated IRS problems such as Offer in Compromise, Audit Defense, Removal of Wage Garnishment, Bank Levy’s, Discharge & Subordination of Liens and walk you through the whole process stress-free.
Our main focus has always been on proactive tax planning (not tax filing). While anyone can file the after-the-fact taxes, not everyone has the knowledge on both tax and finances to help you plan ahead strategically. We’re the unique 2% of all CPAs holding the CFP license. As the result of planning, you’ll understand your profit & loss better, control expenses, scale/grow your business and keep more of what you make. Plus, you’ll pay the least amount of taxes legally possible.
When was the last time you worked with a trusted advisor who is responsive, reliable and proactive? Look no further. 
We’re the advisor who is able to communicate the complex Tax and Financial topics in a language you can understand.
Most important we are accesible and normally answer within 2 hours all your inqueries and at the latest in rare cases within 24 hours.

Ready to Switch? Let’s do a quick zoom chat with our CPA/CFP to see if we’re a good fit.

What People Are Saying

“I enjoy working with your team. You're responsive, knowledgeable, patient, and easy to work with. You helped structuring our business, providing me a lot of tools to make my job easy. Highly recommended. You can't go wrong with them.” 

— Thao D

“You have an exceptional CPA. As a bookkeeper, I know they will look for tax planning opportunities to optimize your Tax payment. Strongly recommend to work with her” 

— Eduardo R

"Agustin helped me turn my business into a corporation and make it more prosperous."

— Mary E.

"You don't need to ask Agustin, he comes to you and tells you what to do and how to do it correctly."

— Sandra C.

“Excellent & professional results ! ! ! I couldn't be happier with this CPA ! Haley really knows her business and will help you get to where you want to go. She is very professional and competent and will be the best decision you've made in a very long time!”

 — John R

“Came in for the tax consultation. Haley is very organized. She explained things really well and has a great system that was able to break down the planning process step by step that made it so easy to follow and comprehend. I will let her handle my taxes and follow through with the plan. Highly recommend the firm.”

— Julie W

“Haley is my go to CPA, , she is up to date on the latest Tax codes and understands the various complex Real estate business and knows how to maximize your Deductions. She is prompt, easily accessible and easy to work with. Would highly recommend her.” — Jason M

“Haley cares a great deal for her clients. She focuses on enhancing her skills and taking the best training to better serve her clients. She is a top-notch professional who stays abreast of the complex and quickly changing tax laws. Any small business owner and taxpayer would be fortunate to have her as their tax advisor.” — Angie T, CPA

“Ms. Haley is exceptionally competent. Shes knowledgeable and experienced to make you feel confident that you have selected the best coverage for all your needs. She’s a valuable asset”

— Yvonne M

“Haley is very professional and dedicated to her clients. If you want your CPA to be knowledgeable, hard working and prepared, Haley is the CPA for you.” — Sarah E

Our Team

Norma Moreno - Business Development

Alba Berrios - Tax Manager

Iván Berrios - IT Director

Agustin Romero - Managing Partner

Haley Nguyen - CPA / CFP 

Share With Us What Frustrates You The Most. We’ll See If We Can Help.