Tax services for the way Irvine earns.

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.

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.

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

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

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.

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.

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

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.

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

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.