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Haley Claypool & Associates

Top rated tax preparation

and planning for US taxpayers.

Newport Beach based Haley Claypool & Associates helps take the stress out of tax season.

More than X+ Five Star Reviews

Expert, human tax pro working to cut your tax bill

We’re a team that knows tax inside and out. We'll answer all of your questions, no matter how big or small they are!

Our Blog

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Leveraging Inflation: Strategic Moves for Business Growth

Transform inflation into a strategic advantage by adjusting pricing models, auditing finances, and realigning business strategies for growth.

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Maximize Your Savings: Mastering the American Opportunity Tax Credit

Discover AOTC strategies for significant education savings. Learn qualifications, benefits, tax credit differences, and family contribution tactics.

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Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

The holiday season is a time of giving, and while the joy of gifting is often its own reward, (...)

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Essential Year-End QuickBooks Tasks for Businesses in 2025

Streamline your year-end QuickBooks tasks to prepare for 2026. Optimize reports, reconcile accounts, and plan for upcoming cash flow with QuickBooks® Online.

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Transforming Your Home into a Rental: Tax Essentials

Explore essential tax considerations when converting your home to a rental property, including depreciation basis and potential impact on home sale exclusions.

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Cashflow Management

Explore professional strategies for effective cash flow management, including forecasting, best practices, and tax planning insights to help your business thrive.

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2549 Eastbluff Drive,
Newport Beach, California 92660
(818) 338-8700
wendy.claypool@ipersyst.com
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“This firm has taken care of our taxes for over 20 years and I trust them immensely. They are leading the industry in knowledge and responsiveness and we love the ability to meet over video calls. I highly recommend this firm!”

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Pricing

Painless, transparent pricing.

Let us take away your stress and give you back your time. Choose your perfect package today.

Bookkeeping

$1 /mo

  • Ideal for businesses that need support

  • Bookkeeping with accrual basis

  • Includes P&L, balance sheet, and cash flow statements

Get started

Tax

$1 Test service

  • Preparation and planning to save you money

  • Federal corporate income tax filing

  • W9 collection & 1099-MISC filing

  • Free tax extension

Get started

CFO Services

$1 /mo

  • For businesses who want to accelerate their growth

  • Personal consultation with your virtual CFO

  • Business and financial metric updates

Get started

Pricing

Painless, transparent pricing.

Let us take away your stress and give you back your time. Choose your perfect package today.

$ /mo

$ /mo

$ /mo

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