Preparing taxes the right way is as important as filing taxes on time. We prepare taxes by getting to know you and your financial goals. Our knowledge of IRS audit protocols helps prevent your return from getting audited.
Don't wait till the last minute, file your taxes early to get your refund on time.
You book an appointment! We will confirm your time and send you a checklist. Gather all the documents and upload via secure file transfer or drop off at our office during business hours. We will conduct an initial review and ask for any additional information needed from you.
We prepare a draft of your tax filing, then review it with you. During the appointment, we advise tax saving strategies, request for any missing information and make necessary updates. We then provide a final draft along with required forms for your signature.
Returning the signed forms, you provide your authorization for us to complete your tax return. We'll e-file your tax return and send you a secure, electronic copy or a paper copy of your filed tax returns for record keeping. We then send you an invoice due on receipt.
We understand tax season is a little stressful so during the entire tax preparation, we're happy to answer any questions you may have at no additional cost.
Federal and State tax return; All forms and required schedules; Electronic filing; Copies of tax return filing.
This tax season - Jan 23 to April 17 - during the weekdays we are open late. Saturdays appointments are also available. Check our Book Appointment tab
We prefer remote "Zoom" appointments. In-person appointments are for returning clients only.
Depending on whether you have paper or electronic copies, we can help with organizing your records for a small additional fee.
Come visit us. We are open by appointment only and we kindly ask that you make your tax prep appointment online so we can best plan your experience with us. With our new online appointment system you can now select a time that fits your schedule.
1450 N Tustin Ave, Santa Ana, Suite 117, California 92705, United States
09:30 am – 09:00 pm