Exceptional Financial Services
was started September 1985 in Huntngton Beach, California.

Our initial goal was to help people with their business and personal lives through tax, finacial services, and goal setting. Our tools at that time were real estate, tax, general planning and mortgage loans. Since that time we have added trusts, insurance, and notary to our tools. Of the three of us who started this enterprise, two of us still try every day to be of benefit to our hundreds of clients and friends who we work with. Fred, who was our third founder, passed away due to heart failure some years ago and will always be missed.

Today we have four of us working in the tax and bookkeeping area. Two of us handle the taxes, financial, insurance. Four additional people handle the real estate sales side of the business. Two more people work with the mortgage side of the business. We integrate and work with many attorneys and other professional people on an as needed basis or due to client needs.

We are developing this web site to get information to you that is relevant and useful. We wish you the best that life can afford you.





New rules for tax season!

FBAR and  1099

get Their front page IRS attention



Free Review of your tax return to see if we can save you more money 


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