Tax
Preparation

OCTS offers Individual Tax Return Preparation starting at $50. Business Owners can take advantage of Quarterly Filings and end of year Tar Return Preparation for start-ups, sole proprietors, C corporations, S corporations, limited liability companies (LLCs), and partnerships.

Learn About Tax Preparation

Accounting & Payroll

OCTS offers accounting, bookkeeping, and tax preparation to business owners at affordable prices. If needed, we can take these time-consuming, critical accounting and bookkeeping tasks off your hands so you can focus on building your business.

Learn About Accounting and Payroll Services

LLC INC Entity
Formation

OCTS can set up an LLC, S-Corporation, C-Corporation, Partnership or other entity for an affordable fixed rate of $475 + state fees. Includes a sit-down consultation to explore which entity will work best to address your goals and potential tax savings.

Learn About Entity Formation

Tax Preparation for Individuals & Business OwnersImage of Income Tax Form

At Orange County Tax Services, our mission is to provide individuals and small business owners with the accounting resources and tax strategies they need to successfully build and protect their wealth.

We are price-competitive, approachable Orange County accountants, specializing in individual income tax and small business support.

We pride ourselves on having the answers to your current tax questions for individual taxpayers and small business owners. For new business owners or established sole proprietors, we can counsel you on choosing the best business entity for your unique situation (partnership, LLC, S-Corp, or C-Corp), as well as providing personalized service for business tax return preparation, quarterly filings, bookkeeping, payroll services, QuickBooks Set-Up, QuickBooks training and QuickBooks repairs and problem solving.

We are experienced, friendly and affordable.


How Can an Orange County CPA Help?

We Address Your Tax Concerns the IRS, State FTB, or Software Cannot

Preparing your own tax return was never easy. The U.S. tax code is so complicated that even filing a relatively simple return can produce questions an Internet search or tax-prep software cannot clearly answer. Placing a call to the IRS, suffering from funding issues and the additional burden of fielding Affordable Care Act questions, is often met with a recording informing taxpayers that connecting the caller to a representative might take hours or even days.

Getting definitive answers from the California Franchise Tax Board – is also difficult. The tax agencies are not in the business to give you answers that might make sense for you; that might save you unnecessary tax liabilities. That is not their charter. Their charter is to collect taxes.

Whether the IRS or the FTB, it gets even MORE complicated and frustrating for taxpayers who must deal with complex deductions, Trust, Estate and Gift tax issues. Same goes for small business owners who do business as a Partnership, LLC, C-Corporation or S-Corporation. It is easy to overlook credits and deductions that you are legally entitled to — costing you money you don’t owe. While modern day online tax software can be helpful, it will never replace the insight and knowledge of a seasoned tax professional.


Income Tax Preparation for Individuals

Preparing your own income tax returns can seem like a way to save money, but in the long run, it may actually be costing you in over-payment and missed deduction opportunities. When you consult with an experienced tax preparer at OCTS, your CPA and/or EA will make sure you’re advised of all possible legal deductions so you will never pay more than what you owe.

Multiple Years Tax Returns – People are busy. Deadlines are missed. If you have unfiled prior year(s) returns to prepare and file, that’s no problem, and not that unusual. The sooner you file past returns, the more you’ll save in penalties, interest and increased scrutiny.

Our Tax Return Clients Enjoy:

  • Sit-down consult with their Tax professional: CPA or EA (Enrolled Agent)
  • Every tax return done by a specific CPA or EA (Enrolled Agent)
  • All eligible federal and state tax returns are filed electronically
  • Preparation of income tax returns for trusts and estates
  • Tax estimation and planning for future years
  • Advice on tax impact of: college, investments, retirement & divorce
  • Help resolving any tax issues – IRS or State notices, audits, or inquiries
  • REMOTE Tax Returns – via phone, email, FAX & website document upload
  • Home visits can be arranged for tax clients who are mobility impaired
  • Tax questions welcome & answered year-round for our regular clients

CLICK to see:   PRICING for Individual Tax Return Preparation…

Call (855) 791-1950 to speak with a CPA or tax professional today. We always take the time necessary to answer your questions and clearly explain complicated tax matters.


Income Tax Preparation for Business Owners

Our business tax preparation service is designed to help you meet your tax compliance needs.


Our comprehensive business tax preparation services include:

  • Helping you get your books in order for tax reporting purposes
  • Finding you the most favorable, legal manner to structure your books
  • Preparing all necessary federal and state income tax returns for the current or past filing years
  • Answering questions regarding returns, schedules, W-2, 1099, and other requirements
  • Helping get you set up making estimated tax payments, if necessary, for the following year
  • Being available to our regular clients to answer tax questions during the year
  • And more…

CLICK to see:   PRICING for BUSINESS Tax Return Preparation…

Call (855) 791-1950 to speak with a CPA or tax professional today. We always take the time necessary to answer your questions and clearly explain complicated tax matters.


The OCTS Tax Preparation Experience

Sit Down Appointment – Historically getting your taxes done at OCTS  means a one hour (or longer) face-to-face appointment with one of our experienced tax preparers: always a CPA or EA. Sometimes your tax returns can be totally completed during this allotted appointment period and you will leave our office knowing what your refund or tax payment will be.

If we cannot complete your returns in the time we’ve allotted, because your tax returns are more complex than we expected and will require more of our time, we will continue working on the more complex returns and will have them completed in short order. Or… if you overlooked bringing all the information or documents needed –which is common– as soon as you locate the missing information or forms and call us, email us, upload, or fax us, your returns will be quickly completed for your review. Rarely will you need to return to our office, as you can review your returns via email or fax.

Our face-to-face tax appointment provides a personal experience and can be reassuring for new clients that you are being cared for by experienced, caring tax professionals who make your objectives our objectives as your CPA. We fully understand that your finances and taxes are both private and sensitive and a sit down tax appointment will demonstrate our care, concern and attention to detail for each and every client. All of our tax preparers enjoy meeting new clients and getting to know one another better at each subsequent annual tax preparation meeting.

Remote Tax Return Preparation – No Office Visit Necessary

Image of taxpayer on his home patio deckRemote Tax Return Preparation – A growing percentage of clients prefer to have us handle their tax preparation process remotely. No worries!

We routinely take care of remote tax clients who are busy, prefer not to make the drive, or are outside of Orange County: in Los Angeles, Riverside, San Diego and beyond. We are delighted to accommodate you remotely for getting your taxes prepared. We can receive your financial information and tax documents by email, snail mail, FedEx, fax, or by using our website document upload option (on the footer of this website). We can speak by phone about your goals and desires; prepare your tax returns and then have you review your tax returns via email (PDF) or whatever communication medium you chose.


Back Taxes – Unfiled Tax Returns

We frequently have the privilege to meet good people facing a bad situation. If you have unprepared, unfiled tax returns due and are being pressured by the IRS or State Tax agencies such as the Franchise Tax Board FTB (state Income taxes), EDD (payroll taxes), or State Board of Equalization BOE (sales taxes), maybe we can help you get back on track.

Back Taxes – Threatening Letters

There is nothing more stressful – than having the IRS, the FTB (California Franchise Tax Board) State Board of Equalization (SBE), or the California Employment Development Department EDD (tasked with collecting: the unemployment insurance [UI] tax, the employment training tax [ETT], the disability insurance [DI] tax, and the personal income [PIT] tax) chasing after you, threatening you with a lien, levy, audit or worse. MORE about Back Taxes…

If you are facing pressure from any of these government taxing agencies – what will often solve your immediate problem is to get your unfiled tax returns prepared and filed. Once we start, you can contact the tax authorities to inform them you are working on catching up. That call will almost always buy you 30 days (or more) of peace and quiet. The IRS and State will work with you once your returns are filed and up-to-date. Even if you cannot pay the taxes you owe, by filing your returns you will know where you stand and what options you have.

Call us. See if we are the CPAs to prepare your missing tax returns. If so, once we get started, your stress and anxiety will likely be replaced by optimism and a feeling of being in control of your financial life once again.

As Home Depot™ says: “Let’s Do This!”

Call us. (855) 791-1950

MORE about Unfiled Returns…


SERVICES: Accounting – Bookkeeping – Payroll – QuickBooks

Accounting & Bookkeeping

Orange County Tax Services can help keep you ahead of government deadlines, maintain order of your finances, and reduce the headaches and expensive lessons that come with owning a business.

Payroll Services

Limited to Owner-Only Employees – we can process the owner’s payroll for monthly, direct-deposit pay including electronically-filed tax payments.

QuickBook Pro Advisor BadgeQuickBooks Services From a QuickBooks ProAdvisor!

There’s a reason QuickBooks is the number one business accounting software in America. Our CPAs and staff are either QuickBooks ProAdvisors or seasoned QuickBooks experts. We can help you setup QuickBooks; train you or your staff to use QuickBooks, or repair incorrectly set-up QuickBooks installations.

More about QuickBooks: Quickbooks Services, Why Quickbooks, QuickBooks Setup, QuickBooks Training, QuickBooks Tune-Up


Experienced Tax Professionals – CPAs & EAs

CALL US at (855) 791-1950
Call now to schedule an appointment for a sit-down tax preparation appointment –or– quote you a price for a remote tax return preparation so you can start getting your documents to us without any need to drive to our Orange County offices –or– to answer any questions you have.

Preparing Tax Returns and performing accounting services for individuals and business owners in Orange County California including:
Cities Served: Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, Yorba Linda

Here ALL Year!

CPA - Never Under Estimate the Value.

(855) 791-1950