OC TAX FILING · ORANGE COUNTY
Individual Tax Preparation in Orange County
Get help preparing your federal and California tax returns. We work with individuals and families to gather the right information, prepare the return and explain the next steps.
HOW WE HELP
Tax help for everyday life changes
A new job, marriage, a move or a change in your family can leave you with questions at tax time. Start by telling us what changed and which year you need to file.
We review the documents you provide, ask about missing details and explain what preparation involves. If you also have freelance work, a rental property or income from another state, tell us before we quote your return.
You will have a chance to review the prepared return and ask questions before approving it for filing. We confirm what is included in the service before work begins.
WHAT WE CAN DISCUSS
- Review of your income documents and relevant family details
- Preparation of the agreed federal and California returns
- Follow-up questions about missing or unclear information
- A review of your prepared return and filing arrangements
The exact work is confirmed before your preparation begins.
Learn about OC Tax Filing ↗GET READY
What to bring
for your return.
Use this list as a starting point. We may need other records after learning more about your situation.
Do not send private documents through the contact form. Ask how to share them before sending.
- Photo ID and required identifying information for you and your dependents
- Your previous tax return, if available
- W-2s, 1099s and other income statements
- Records of expenses that may relate to deductions or credits
- Health coverage statements and any relevant tax letters
- Details of estimated payments or other tax payments
PRICING
Know the cost
before we start.
Our tax preparation services start at $125. Your quote for this service depends on the work needed. We confirm the fee and included returns before starting.
The fee depends on your income sources, forms, tax years and the work needed to prepare the return. Tell us about all sources of income so we can give you a useful quote.
Discuss your return ↗THREE SIMPLE STEPS
Getting started
is a conversation.
- 01
Tell us what you need
Start with the year and type of return. We discuss the work and fee.
- 02
Gather your records
We explain what documents are needed and how to share them.
- 03
Review your return
Ask questions and approve the prepared return before the agreed filing.
Can you prepare a return if I changed jobs?
Yes. Gather the W-2s from each employer and tell us about any other income. A job change is one of the details we will discuss.
Do you help families?
Yes. Tell us about your household and any changes during the year. We will ask for the information needed to prepare your return.
What if I have both a job and freelance income?
Tell us about both. You may need our self-employed preparation service in addition to reporting your W-2 income. Bring business income and expense records.
Can you tell me how much my refund will be?
Your result depends on your complete information and the rules for the year. We cannot promise a refund amount before preparing and reviewing your return.
SERVING ORANGE COUNTY
Let’s talk about
your tax return.
Our office is in Costa Mesa, serving clients across Orange County.
Contact us to arrange a visit or ask about remote preparation.