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

We Have the Knowledge & Expertise to accurately file your tax return!

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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Tax Preparation Services

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    Personal Income Tax Returns

    File your personal Income Tax: 1040 & Applicable State Tax Return

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    Business Tax Returns

    We can File your Business Tax Returns: Self Employed, C Corp, S Corp & LLC Tax Returns

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    Fiduciary & Gift Tax Returns

    FIle Tax Returns for Trust, Estate & Gift Tax Returns.

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    FBAR: Foreign Bank Account Disclosure

    File the Annual FIN CEN 114 to disclose Foreign Financial Accounts

Tax Preparation Services

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    Personal Income Tax

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

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    Trust Tax Return

    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.

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    Estate Tax Return

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

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    Non Profit Tax Return

    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

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    Self-Employed Tax Returns

    As a sole proprietor, you must file an annual return and pay taxes on the net profit of your business.

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    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.

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    Partnership Tax Return

    If you're a partnership, you'll need to file Form 1065. This is your annual tax return and it's due on the 15th of March.

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    Gift Tax Return

    If you've given a gift worth more than the annual exclusion amount, you'll need to file a gift tax return. This is done using Form 709.

“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 ,

“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 TRUSTED TAX TEAM

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    Jeff Pachuilo, EA

  • Orange County Tax Preparer

    Jennifer Kimberly, CTEC

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    Sergio Melendez, JD EA

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How You’re Missing Legal Tax Deductions

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.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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.

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Providing you with the Best Tax Preparation Services!

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.

Location 1: Laguna Niguel, South Orange County

28202 Cabot Rd, Suite 367 Laguna Niguel CA 92677

Cross Street: Crown Valley Parkway

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Location 2 : Brea CA. Orange County CA

3230 E Imperial Hwy Ste 300, Brea CA 92821

Cross Street: Imperial Hwy, At the corner of Imperial Highway and Valencia Avenue, across from Whole Foods Market.

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Location: Your Home! Virtual Tax Preparation

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Get your taxes filed From the convenience of your own home. We collaborate on your tax return through our Client Portal

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