KMTaxOC
KMTaxOC
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    • Home
    • Services
      • Tax Preparation
    • Book Appointment
      • REMOTE/VIRTUAL Appt
      • IN-PERSON Appt
    • News & Updates
    • Contact Us

  • Home
  • Services
    • Tax Preparation
  • Book Appointment
    • REMOTE/VIRTUAL Appt
    • IN-PERSON Appt
  • News & Updates
  • Contact Us
Tax preparation service for individuals and businesses.

Tax Preparation

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.

Learn More

We specialize in

Personal Tax Preparation

Self Employed Tax Preparation

Self Employed Tax Preparation

Self Employed Tax Preparation

Self Employed Tax Preparation

Self Employed Tax Preparation

Corporation Tax Preparation

Self Employed Tax Preparation

Corporation Tax Preparation

Sales Tax Preparation

Back Taxes or Past Due Taxes

Corporation Tax Preparation

Back Taxes or Past Due Taxes

Back Taxes or Past Due Taxes

Back Taxes or Past Due Taxes

IRS Audit Representation

Back Taxes or Past Due Taxes

Back Taxes or Past Due Taxes

Our process

SCHEDULE AN APPOINTMENT

SCHEDULE AN APPOINTMENT

SCHEDULE AN APPOINTMENT

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.

TAX RETURN PREPARATION

SCHEDULE AN APPOINTMENT

SCHEDULE AN APPOINTMENT

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.

COMPLETE TAX FILING

SCHEDULE AN APPOINTMENT

COMPLETE TAX FILING

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.

Book an appointment

Customer reviews

FAQs

What is included in tax preparation service?

Federal and State tax return; All forms and required schedules; Electronic filing; Copies of tax return filing.

I work full time, are you open after 5pm or the weekends?

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

Can you provide tax preparation service remotely?

We prefer remote "Zoom" appointments.  In-person appointments are for returning clients only.

What if I need help with organizing my receipts and other expenses?

Depending on whether you have paper or electronic copies, we can help with organizing your records for a small additional fee.

Contact us

Better yet, see us in person!

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.


BOOK AN APPOINTMENT

KMTaxOC

1450 N Tustin Ave, Santa Ana, Suite 117, California 92705, United States

(714) 402-8681

Hours

Open today

09:30 am – 09:00 pm

Request a call back

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