About Balboa Tax & Accounting Services

Balboa Tax & Accounting Services specializes in accounting services and tax strategies for dental professionals. Working with us is different because we understand the financial challenges of the dental industry and offer accounting services and tax solutions matched to your needs. We'll show you how to manage your finances more efficiently, track expenses with ease, and stay on top of your bookkeeping. We'll also create a plan to reduce tax exposure so you can maximize profits for your practice and increase your personal wealth. Our accounting firm teams up with a wide variety of dentists including oral surgeons, orthodontists, independent dental contractors, and many more.

Are you finances ready for a checkup? Call us at 949-999-5000 today or request your free consultation online to find out how we can help you save money on taxes and keep your books up to date.

Mohsen Khodaverdi, Certified Tax Coach

Mohsen Khodaverdi

Mohsen Khodaverdi has an extensive background in taxation and has been providing accounting services for over 20 years. Originally from Iran, Mohsen moved to the United States in 2014 and later was appointed as an Enrolled Agent by the Internal Revenue Service (IRS). As a federally licensed tax professional, Mohsen prides himself on adhering to high ethical standards and is able to represent taxpayers in any state.

To extend his tax planning expertise even further, he became a Certified Tax Coach (CTC) with the American Institute of Certified Tax Coaches. Certified Tax Coaches are committed to uncovering hard-to-find deductions and legal loopholes to dramatically reduce taxes.

Armed with this unique education, Mohsen specializes in creating proactive tax planning strategies for small business owners, entrepreneurs, and high net worth individuals.

Mohsen lives with his wife and two children in Irvine, CA.

Jeremiah Murphy, CPA, CTC

Jerry Murphy CPA

Jeremiah (Jerry) Murphy is a highly experienced Certified Public Accountant with an expansive background in the accounting industry. Since 1976 he has been a Certified Public Account in California (#24079) and, since 2021, a Certified Tax Coach (CTC).Jerry specializes in proactive tax planning strategies for small business owners and high net worth individuals.

Jerry began his career as a staff accountant in his father’s CPA firm in New Jersey before moving to California and starting a CPA firm. That practice morphed from a sole-proprietorship to a partnership and then into a larger partnership with five CPAs and several offices in Northern California. He eventually left the partnership and started a practice on his own where he offered clients a full-service experience including tax compliance and planning services as well as accounting and auditing. In 2018 he sold his practice and joined Balboa Tax & Accounting Services.

In addition to his work as a CPA, Jerry became an associate professor at the College of the Redwoods, Mendocino Coast Campus where he taught Introduction to Accounting and several QuickBooks courses. He is also a Vietnam-era veteran and served as a Special Agent for the U.S. Army.