OC TAX FILING · ORANGE COUNTY
Tax Preparation for Seniors in Orange County
Get help preparing your return when you have retirement income, pension statements, Social Security documents or investments. Bring your questions, and we will work through the information needed.
HOW WE HELP
Make sense of your retirement documents
Retirement can change the documents you receive at tax time. You may have statements from several accounts, Social Security records, investment income or wages from part-time work.
We start by reviewing the types of income you have and the year you need to file. Tell us about changes in your family, work or living arrangements and bring any questions about your documents.
If a family member is helping you get organized, let us know. We will discuss the appropriate permissions before sharing your private information.
WHAT WE CAN DISCUSS
- Review of your retirement and other income documents
- Preparation of the agreed federal and California returns
- Questions about missing documents and changes in your circumstances
- Time to review your prepared return and ask questions
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 your previous tax return
- Social Security benefit statements, if received
- Pension and retirement-account distribution statements
- Interest, dividend and investment statements
- W-2s or records of other income
- Records relevant to deductions, credits and 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.
Fees depend on the income sources, forms and work involved, not simply your age. Ask for a quote before preparation begins.
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 help if I receive a pension and Social Security?
Yes, we can discuss preparation with these income sources. Bring the statements you received and details of any other income.
Can a family member help me with the appointment?
Tell us how you would like them to help. We need to confirm the appropriate permission before discussing or sharing your tax information.
Do you offer free tax preparation?
Our preparation service is paid. You may be able to use a free program such as IRS-supported volunteer assistance or AARP Tax-Aide, depending on its eligibility rules and service scope.
Can I get help from home?
Ask about virtual preparation. We can discuss the documents needed and whether working remotely is a good fit for your situation.
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.