OC TAX FILING · ORANGE COUNTY
Self-Employed Tax Preparation in Orange County
Tax filing help for freelancers, independent contractors and sole proprietors. We use your business income and expense records to prepare the agreed returns and answer your filing questions.
HOW WE HELP
Bring your business income together
Working for yourself often means keeping track of payments from several places. You may have client payments, platform statements, 1099s and business expenses to organize.
Start with a record of all your business income and expenses. Do not rely only on the tax forms you received. Tell us how you earn money, how you track it and whether any records are missing.
We review the information provided and ask questions about your work and expenses. If your records need bookkeeping or cleanup before a return can be prepared, we will discuss that first.
WHAT WE CAN DISCUSS
- Review of your business income and expense records
- Preparation of the agreed individual return and relevant business schedules
- Coordination of business income with W-2 and other personal income
- Questions about missing records and review before filing
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.
- 1099s, platform statements and your own income records
- An organized summary of business expenses and supporting receipts
- Records of business purchases and equipment
- Vehicle or mileage records if relevant to your work
- W-2s and documents for income outside your business
- Prior returns and records of estimated 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 the number of business activities, the records available and the forms needed. Organized income and expense records help us understand the work before giving a 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.
Is this service for freelancers?
Yes. Freelancers and independent contractors can ask about this service. Tell us what kind of work you do and how you keep your records.
Can you help Uber or delivery drivers?
We can discuss returns for rideshare and delivery work. Gather your platform statements, income records, expense receipts and any relevant mileage records.
What if my records are not organized?
Tell us what you have. We will discuss the information needed and whether additional record organization or bookkeeping is necessary before preparation can start.
Do I need a separate page or service for my side job?
Your side-work income and your other income need to be considered together. Tell us about both when requesting a quote so we can confirm the preparation needed.
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.