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
Services - Irvine
Tax services for the way Irvine earns.
Flat-fee preparation, planning, and catch-up filing for households, independent workers, rental owners, and small businesses.
What we do
Tax help that meets the way you earn.
01
Individual tax prep
W-2s, investments, credits, and clean filing for Irvine households.
from $18902Self-employed tax prep
Schedule C, 1099s, quarterly estimates, and deduction cleanup.
from $34503Small business returns
S corp, partnership, and owner filings with practical planning.
from $65004Back taxes
Catch-up filing, notices, and payment-plan guidance.
free consult05Rental income
Schedule E, depreciation, repairs, and sale planning.
from $42506Tax planning
Withholding, estimates, entity choices, and year-end moves.
from $225Flat fees, quoted upfront
No hourly billing. No surprises.
We price by scope and show you the fee before prep starts.
Most families
Standard
Most families, 1099s, investments, itemized deductions
from $345
- ✓ Itemized deductions and credits
- ✓ 1099 and investment income
- ✓ Schedule C or limited side income
- ✓ Plain-English review call
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
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.