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
Individual tax prep - Portola Springs
Tax prep for Portola Springs families
Flat-fee individual tax preparation for Portola Springs homeowners, growing families, and professionals with changing tax documents.
from $189flat-fee prep
16 minfrom office
4.9 starslocal rating
Tax packetIndividual tax prepQuotefrom $189Portola Springs families often come in after a home purchase, new child, job change, or move that makes the current return different from last year. We review mortgage documents, dependents, credits, investment forms, and withholding so the filing is organized and understandable. If something points to planning for the next year, we note it before the return is filed.
We handle the return with the same flat-fee process used for the rest of Irvine, while keeping the local details tied to Portola Springs instead of a generic city page.
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.”
★★★★★
“Good help with RSU forms and estimated tax planning after a job change.”
★★★★★
“Remote upload was easy, but it still felt like a local office that knew our situation.”
Flat 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
Neighborhoods
Services
Tax season doesn't have to be the worst week of your year.
Start with a quick consult and a clear next step.