Orange County Tax Preparation Services

LOOKING FOR ADVICE YOU CAN TRUST FROM A TAX PROFESSIONAL?

WE GET IT.
AND WE CAN HELP (949) 242-9155

Experienced Tax Preparation for Individuals and Businesses

Our team has the knowledge & expertise you are looking for in a tax professional and can help you navigate your options.

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Individual, Business, Trust, Estate, Gift and FBAR Tax Filing Services

Personal Income Tax Preparation

We can maximize your Credits, Deductions & Expenses on your Personal Income Tax!

Experienced Tax Relief Professional

Business Tax Preparation

We prepare federal and state business tax returns for corporations, S corporations, partnerships, LLCs, and other business entities, with attention to income, expenses, deductions, and filing requirements.

Trust, Estate & Gift Tax Returns

Death and taxes may be inevitable, but that doesn't mean you have to like it. Estate taxes can be especially confusing and complicated.

FBAR Foreign Bank Account Reporting

We help determine whether you have an FBAR filing requirement and prepare FinCEN Form 114 using your foreign financial account information.

Tax Returns We Prepare

Personal Income Tax

We can maximize your Credits, Deductions & Expenses on your Personal Income Tax!

Self-Employed Tax Returns

Self employed taxpayers generally report business income and expenses with their individual income tax return. We prepare self employed tax returns with attention to business income, expenses, deductions, and other tax items that may apply.

Trust Tax Returns

If you are the trustee of an irrevocable trust, you may be required to file a US tax return. This is known as a trust tax return using form 1041.

Corporate Tax Returns

Corporate tax returns can be a bit confusing, but we're here to help. If you're a C Corporation, you'll file on Form 1120.

Estate Income Tax Returns

An estate may need to file Form 1041 when it receives income during the administration of the estate. We prepare estate income tax returns and help executors report applicable income, deductions, gains, and other tax information.

Partnership Tax Returns

Partnerships generally file Form 1065 to report business income, deductions, gains, losses, and other tax information. We prepare federal and state partnership tax returns and the related Schedule K 1 information for the partners.

Non Profit Tax Returns

As a non-profit organization, you are required to file Form 990 with the IRS. This form is used to report your organization's financial information and activities

Gift Tax Returns

Certain gifts may require the donor to file Form 709, United States Gift and Generation Skipping Transfer Tax Return. We prepare gift tax returns and help identify the information needed to properly report applicable gifts.

“I am pleased to write that Orange Coast Tax came through for me this year in a big way. I had a very complicated tax return… knowledge and expertise always reduced my anxiety…”

— ZENA

“they do an incredible job…have extensive experience dealing with tax organizations such as the IRS and several state tax boards. Our returns aren't simple, with both me and my husband being self employed, so they deal with new challenges…”

— VICKI ,

What Our Clients Are Saying

“They are very organized and prompt and very helpful. I had a large tax bill due to a past tax error from someone else, and so I found Sergio and he was able to fix everything. I cannot thank Sergio and his team enough…”

— ALEX,

Your Tax Trusted Tax Professionals

Sergio Melendez, JD EA

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Jeff Pachuilo, EA

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Jennifer Kimberly, CTEC

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Tax Preparation That Looks Beyond the Basic Tax Return

Here’s a certain truth:the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

Preparing an accurate tax return involves more than entering numbers from your tax forms. Deductions and credits can depend on your income, expenses, filing status, business activity, and individual circumstances.

When clients come to our “door,” they’re not just looking for someone to fill out a 1040 form once a year.

They’re looking for reliable tax professionals in Orange County who have experience and know-how they can trust, who will do the work for them and make sure they get back all they can from the IRS.

Most people don’t have the time to understand the tax laws or find all of the qualifying deductions. That’s why we’re here!

We’ll provide you with the best possible tax services to ensure your income is protected, so you have peace of mind when it comes to the IRS.

more about us

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Orange County Tax Preparation Offices and Virtual Tax Filing

The Best Tax Preparation Services! We can help file your taxes whether you live around the corner, across the USA or if you have moved out of the country! You are welcome to schedule an in-office appointment or we can virtually prepare your income tax return.