Strategic and personalized tax and financial planning you can trust

Serving tax and financial planning needs for over 25 years.

Providing services since 1994

Small enough to know your name.
Experienced to meet all your needs.

About Us

We are an experienced and personable tax and financial planning firm. Our high standards, responsive service and specialized team are what makes us ifferent.


We offer a range of tax and financial planning services for business owners, executives, and independent professionals alike.

Contact Us

Ready to receive personalized financial support? Reach out for a free initial consultation.



Beginning his career in 1988 after graduating from UCLA, Michael worked for Arthur Andersen providing tax services for individuals. He was quickly promoted to tax manager around the same time he received his CPA certificate.

After spending almost five years with the Arthur Andersen team Michael departed to open his own practice in Rancho Santa Margarita, California. Since then Michael and his team have provided exceptional tax and financial planning services to hundreds of businesses and individuals.



Michael S. Templeman, Inc. is a tax and financial planning firm operating in Rancho Santa Margarita, California. With more than 25 years of experience, we pride ourselves on providing trustworthy and experienced tax and financial planning services to businesses and individuals in California and beyond.

We value the success of our clients and are dedicated to providing high quality financial services.


Tax Preparation

Estate Planning

Financial Consulting

IRS Audit Representation

Our Solutions

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Contact Us


30376 Esperanza
Suite 100
Rancho Santa Margarita, CA 92688


(949) 459-2400 (T)
(949) 459-2404 (F)