Tax Preparation Services
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Income Tax Preparation for Individuals, Executors, Trustees, and Businesses.

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MEET AT OFFICE OR VIRTUALLY HUNTINGTON BEACH TAX FIRM

To our returning clients, we're excited to have you back. If you're new, thank you for choosing us. You help keep the firm fresh and our skills sharp.

Before you book, learn about engagements and fees, your appointment options, and what to complete before we meet. 

ENGAGEMENTS & FEES

REQUESTING AN ESTIMATE

There are over 44 trillion variations to a federal tax return, making estimates difficult to provide. In general, fees are based on the forms and statements we prepare, the tax documents analyzed or reported, and any research or calculations required.

APPOINTMENT FEE

Appointments and tax preparation fees are charged separately. 100% of the appointment fee will be discounted from the fixed-fee invoice for returning clients. 50% will be discounted for new clients.

FIXED-FEE INVOICE

After your appointment, we prepare a fixed-fee invoice that's sent to your email and offered under no obligation. Once paid, you become a client, and we get started.

APPOINTMENT OPTIONS

OFFICE

Meet with a licensed tax professional at our Huntington Beach office. Get personalized, one-on-one assistance in a private, comfortable space.

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VIRTUAL

Connect from anywhere with a video conference at our virtual office. Meet over high-quality video, with digital whiteboards, and document viewers.

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COMPLETE BEFORE WE MEET

Sign our Service Agreement

Review and sign our Service Agreement online. Separate agreements are required for spouses filing jointly.

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Complete our Tax Organizer

Download this organizer to your computer. Either print and complete by-hand or as a fillable PDF.

Download Organizer

Upload to our File Drop

Download documents available online and scan paper copies into a PDF. Upload to our website using the File Drop (Resources).

Upload To File Drop

Bring Paper Documents

Bring original or paper copies to your appointment. Delivering your documents 2-days beforehand is strongly recommended.

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ONLINE SCHEDULER

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