Schedule E preparation
Rents, mortgage interest, property tax, insurance, HOA, and expense categories reviewed.
Tax service · Irvine
Rental income tax prep with records kept clean.
Rental tax prep for Irvine owners who need Schedule E details handled carefully, from repairs and HOA dues to depreciation records.
from $425rental return prep
Schedule Eproperty reporting
sale-yearplanning support
Tax packetRental incomeQuotefrom $425What's included
Built for the details that matter.
Schedule E, depreciation, repairs, and sale planning.
Depreciation records
Prior depreciation, improvements, and asset additions organized for the current return.
Repair vs improvement review
We help sort common property costs into cleaner tax categories.
Short-term rental questions
Occupancy, platform statements, and mixed-use issues reviewed when they apply.
Sale-year coordination
Basis, depreciation recapture context, and closing statements are handled with care.
Owner planning notes
You leave with notes for recordkeeping, estimates, and next-year maintenance tracking.
How it works
A calm filing process, start to finish.
Intake
Upload documents or schedule a quick drop-off. We tell you what is missing.
Quote
We review the scope and give you a flat fee before starting.
Prepare
Your return is prepared, reviewed, and checked for planning notes.
File
You approve, we e-file, and your copy stays organized for later.
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
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
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.