A clear starting point
Tell us about your income and the year you need to file. We explain the documents to gather and the next step.
ABOUT OC TAX FILING
Help with your taxes.
Answers you can understand.
From our Costa Mesa office, OC Tax Filing helps individuals, families and self-employed clients prepare their federal and California tax returns.
Our goal is simple: help you understand what you need to file, what documents to gather and what happens next.
OUR FOCUS
Help with your return.
From start to finish.
You bring your records and questions. We help you understand what to file and guide you through preparing your return.
Whether you have a regular job, work for yourself or are retired, we start by learning about your situation. You will know what documents we need, what the preparation includes and what it costs.
Explore our tax preparation services ↗A fee you understand
Tax preparation starts at $125. We confirm your fee and what is included before starting.
A chance to ask questions
We walk through your prepared return with you so you can review it and approve it before filing.
WHAT MATTERS TO US
Clear steps.
Helpful conversations.
You should understand the service you are getting and have a chance to review your return before it is filed.
01
Simple explanations
We aim to explain what we need and why, using everyday language. If something is unclear, please ask.
02
Clear pricing
Tax preparation starts at $125. We discuss the work included and your fee before starting. If more work is needed, we’ll talk with you about it.
03
Attention to your details
We ask about missing information and changes in your income or family so your return reflects the records you provide.
WHO WE HELP
Different tax needs.
The same personal support.
Tell us about your return so we can confirm the right service for you.
Individuals & families
Help with federal and California returns, whether you have one job, several income sources or changes in your family.
See how we helpPeople who work for themselves
Tax preparation for freelancers, contractors and sole proprietors using their income and business expense records.
See how we helpSeniors & retirees
Help preparing returns with retirement income, pension statements, Social Security documents and investment records.
See how we helpPeople catching up or making corrections
Help with missed tax years or mistakes in a return you already filed. We’ll discuss what needs to be reviewed first.
See how we helpBEFORE YOU BEGIN
Know who is helping.
Know what to expect.
Choosing a tax preparer is a personal decision. Ask the questions that help you feel ready to move forward.
- Who will prepare my return, and what are their qualifications?
- What does the preparation fee include?
- How should I share my tax documents?
- How will I review and approve my return?
- Who should I contact if I have a question after filing?
Keep Social Security numbers, bank details and tax documents out of the contact form. Ask how to share them first.
HERE FOR ORANGE COUNTY CLIENTS
Local tax help.
A simple way to get started.
We serve clients in Costa Mesa, Irvine, Santa Ana, Newport Beach, Huntington Beach, Fountain Valley and nearby communities. Ask about appointment options or working with us remotely.
Our office is at 3001 Red Hill Avenue, Suite 6-210, Costa Mesa, CA 92626. Contact us to arrange your visit before you travel.
See how tax preparation worksLET’S TALK
Tell us what you need
help filing.
Start with a few details about your taxes.
We’ll explain how we can help and what comes next.