Serving Irvine since 2004 - Orange County, CAMon-Fri 9-6; Sat by appt - (949) 555-0142
Tax preparation · Irvine, CA

Your taxes, handled by someone who actually lives here.

Flat-fee tax preparation for Irvine families, freelancers, and small businesses. No corporate call center, no hourly mystery, no April panic.

Est. 2004Serving Irvine
6,200+Returns filed
4.9 ★380 reviews
What we do

Tax help that meets the way you earn.

All services
Neighbors, not numbers

Rated 4.9 across 380+ Irvine reviews.

Google Yelp BBB A+
★★★★★
They compared this year to last year and gave us practical notes before we filed.
SSamir A.Portola Springsverified
★★★★★
Good help with RSU forms and estimated tax planning after a job change.
JJenna L.Irvine Spectrumverified
★★★★★
Remote upload was easy, but it still felt like a local office that knew our situation.
NNikhil P.Quail Hillverified
Flat fees, quoted upfront

No hourly billing. No surprises.

We price by scope and show you the fee before prep starts.

Simple

W-2 households, standard credits, clean filing

from $189
  • Federal and California return
  • Secure document upload
  • Basic credit and withholding check
  • CPA-reviewed before filing
Start simple prep

Complex

Business, rental, equity comp, and catch-up work

from $650
  • Schedule C, E, K-1, or entity support
  • Prior-year or notice coordination
  • Estimate and planning guidance
  • Priority review for tight deadlines
Talk through scope
How it works

A calm filing process, start to finish.

Typical turnaround · 5-7 days
01

Intake

Upload documents or schedule a quick drop-off. We tell you what is missing.

02

Quote

We review the scope and give you a flat fee before starting.

03

Prepare

Your return is prepared, reviewed, and checked for planning notes.

04

File

You approve, we e-file, and your copy stays organized for later.

Let's talk

Get your free 15-minute consult.

Tell us what changed this year. A real person will point you to the right next step.

Phone(949) 555-0142
HoursMon-Fri 9-6; Sat by appt
OfficeIrvine + remote nationwide
Questions

Good to know.

Can't find it? Call us — a real person answers.

01

Do I need to come into the Irvine office?

No. Most clients upload securely and review by phone or video. In-person drop-off is available by appointment for clients who prefer a local handoff.

02

How do flat fees work?

We quote the fee after seeing the scope. You approve the price before prep starts, so there is no hourly surprise or open-ended meter.

03

What should I upload before my consult?

Start with prior-year returns, W-2s, 1099s, brokerage statements, mortgage interest, childcare details, business income and expenses, and any IRS or FTB notices.

04

Can you help if I am behind?

Yes. We start by identifying missing years and notices, then prioritize catch-up filing and payment-plan options when a balance is due.

05

Do you handle California FTB notices?

Yes. We help decode the notice, gather support, and respond or amend when needed. If a matter needs legal representation, we will tell you plainly.

06

Can you prepare returns with RSUs or ESPP sales?

Yes. We review W-2 reporting, brokerage statements, supplemental stock plan documents, and withholding so equity compensation is not treated like a basic stock sale.

07

Do you work with rental properties?

Yes. We prepare Schedule E returns and help organize rents, repairs, HOA dues, depreciation records, and sale-year documents when a property is sold.

08

What happens if I need an extension?

We can help prepare an extension estimate and explain what still needs to be paid by the original deadline. An extension gives more time to file, not more time to pay.

09

Can you help with quarterly estimated taxes?

Yes. We review current income, withholding, prior-year tax, and expected changes to suggest a practical estimate schedule for the year.

10

Are these prices final?

The listed amounts are starting points for this demo site. The actual quote depends on forms, records, deadlines, and whether catch-up or planning work is needed.

Tax season doesn't have to be the worst week of your year.

Start with a quick consult and a clear next step.