Taxes for individuals & families
Get help preparing your federal and California tax returns. We’ll review your income, family details and tax documents with you.
Employees · Families · More than one job
View serviceTAX PREPARATION · ORANGE COUNTY, CA
Tax preparation in Orange County.
Help with filing
your taxes.
We help individuals, families and people who work for themselves prepare their federal and California tax returns. Get answers to your questions and help with each step.
Tax preparation starting at $125. Final pricing depends on your filing needs.
Tax help for you and your family.
Have questions about your taxes?We’re here to help.
An office in Costa Mesa
Local tax help for Orange County. Contact us to arrange your visit.
Preparation starting at $125
Your fee depends on the returns and forms needed. We discuss the price before starting.
Review before filing
Ask questions, review your prepared return and approve it before filing.
01 / HOW WE CAN HELP
Tax filing services.
Help for your tax needs.
Whether you need to file this year’s taxes, catch up on missed returns or fix a mistake, we can discuss the help you need.
Self-employed tax preparation
Work for yourself? We help freelancers, contractors and sole proprietors prepare their taxes using their income and business expense records.
1099 workers · Freelancers · Business owners
View servicePast-year tax returns
Missed filing a tax return? Tell us which years you need to file. We’ll explain what documents to gather and how to get started.
Missed filings · Past tax years
View serviceAmend a tax return
Found a mistake or left something out of a tax return? We can review it and help prepare an amended return to make corrections.
Amended returns · Missing information
View serviceTax preparation for seniors
Get help filing your taxes in retirement. Bring your pension, Social Security and investment statements, along with any questions.
Retirement income · Pensions · Investments
View serviceVirtual tax preparation
Want help without an office visit? Ask how to work with us remotely, share your documents and review your tax return.
Get started from home
View serviceInternational and nonresident tax filing
Moved to or from California, or earned income abroad? We help you work out which federal and California returns you need.
Part-year residents · International income
View serviceTax extension filing
Still waiting on a tax document? Get help requesting more time to file and estimating what you need to pay by the original deadline.
Filing extensions · Estimated payments
View serviceTax return review and second opinion
Unsure about a draft or a return you already filed? We compare it with your records and explain whether anything needs correcting.
Draft returns · Filed returns · Second opinions
View serviceNeed to file taxes for an LLC, S corporation or partnership? Contact us first to check whether we can prepare your return.
02 / HOW WE HELP
Understand your taxes.
Know what comes next.
We explain what to bring, what our service includes and what happens next. You can ask questions along the way.
Ask us a question01
Know the cost before we start
Tax preparation starts at $125. Tell us about your income and the returns you need. We’ll explain the work included and your fee before starting.
02
Get answers to your questions
Changed jobs, started working for yourself or missed a tax year? Ask us what that means for preparing your return.
03
Tell us what has changed
A new job, a change in your family or another source of income can affect your return. We’ll ask about these details.
03 / WHAT TO EXPECT
How to get
your taxes filed.
Here are the four steps, from your first message to filing your return.
- 01
Let’s talk
Tell us which years you need to file and how you earn your income. We’ll confirm whether we can help and discuss the price.
- 02
Gather your documents
Gather your W-2s, 1099s and other tax records. We’ll explain what else you need and how to share your documents.
- 03
We prepare your return
We use your documents to prepare your taxes. If anything is missing or unclear, we’ll ask you before moving forward.
- 04
Review and approve
Look over your return and ask any questions. Once you approve it, we can move ahead with filing. Keep a copy for your records.
WHAT TO BRING
Get your documents
ready for tax time.
Start with this list. We may ask for other documents based on your income, family and the year you are filing.
See the IRS document checklistYOUR STARTING CHECKLIST
- Photo ID and information about your family
- A copy of last year’s tax return
- W-2s, 1099s and other income statements
- Receipts and records for tax deductions or credits
- Business income and expense records, if applicable
- Any IRS or state tax letters you received
Do not upload tax documents through the contact form. Ask us how to share them safely.
OUR SERVICE AREA
Based in Costa Mesa.
Serving all of Orange County.
We help individuals, families, and self-employed clients throughout Orange County prepare their federal and California tax returns. Meet with us at our Costa Mesa office or work with us from home through remotely.
Orange County communities we serve include:
- Costa Mesa
- Irvine
- Santa Ana
- Newport Beach
- Huntington Beach
- Fountain Valley
- Tustin
- Orange
- Anaheim
- Garden Grove
- Fullerton
- Westminster
- Brea
- Yorba Linda
- Lake Forest
- Laguna Beach
- Laguna Niguel
- Mission Viejo
- Dana Point
- San Clemente
Outside Orange County? We may still be able to help. Tell us where you live and what you need to file. We’ll let you know whether we can prepare your return remotely.
Ask about your tax returnWhat tax preparation services do you offer?
We prepare taxes for individuals, families and people who work for themselves. We also help with past-year returns and corrections to filed returns. Tell us what you need, and we’ll confirm whether we can help.
Do you prepare federal and California tax returns?
Yes, we prepare federal and California returns. If you lived or worked in another state, let us know first so we can check what you need to file and whether we can help.
How much does tax preparation cost?
Tax preparation starts at $125. Your final fee depends on the returns, income types and forms needed. We’ll explain what your quote includes, including any federal and state preparation, before starting.
Can you help if I have both W-2 and 1099 income?
Yes. Bring your W-2s from your job, your 1099s and records of any freelance or business income and expenses. We’ll use these to prepare your return.
What should I bring to my tax preparation appointment?
Start with your photo ID, last year’s tax return, W-2s, 1099s and records of expenses that may affect your taxes. If you work for yourself, bring your business income and expense records too. We may ask for more documents based on your situation.
Can you help me file previous years of taxes?
Yes, we can discuss filing returns you missed. Tell us which years you need and what documents you have. This service covers preparing tax returns. It does not include negotiating tax debt or representing you before the IRS.
Do you serve Costa Mesa, Irvine and other Orange County cities?
Yes. Our office is in Costa Mesa, and we serve clients across Orange County, including Irvine. Contact us to arrange an office visit or ask about remote preparation.
Can I send my tax documents through the contact form?
No. Use the contact form for basic questions only. Do not include Social Security numbers, bank details or tax documents. Ask us how to share those documents before sending them.
READY TO GET STARTED?
Let’s get started
on your tax return.
Tell us which taxes you need to file.
We’ll explain how we can help and what it will cost.