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Who we serve · Returns · notices · auditsPersonal tax returns, IRS letters and audits — handled.
Whether it is a straightforward return, a rental portfolio, stock compensation, foreign accounts, or a letter from the IRS you have been afraid to open, you deal with one person who knows your file.
Sound familiar?
The problems we solve most often
- A CP2000 or audit letter
- Years of unfiled returns
- Rental property, RSUs, crypto or a side business making the return complicated
- Foreign accounts and FBAR questions
Who we typically work with
- W-2 employees with equity compensation
- Landlords and real-estate investors
- Self-employed professionals and gig workers
- Retirees and trust beneficiaries
- New immigrants and non-resident aliens
- Clients in all 50 states — fully remote
Questions we hear most
How much for a personal return?
Fixed fee, quoted after a free look at last year's return. Simple returns are quoted on the first call; complex ones within one business day.
Can I do everything remotely?
Yes. Secure portal upload, e-signature and a video review. Or come to the Santa Ana office.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.