Irvine, CA · Orange County
Irvine households and companies tend to have tidy lives and complicated returns. Our tax preparation in Irvine is built for that: stock compensation, rental units, a side business, a startup that just took on its first employee. Accurate & Confidential Tax Service has done this work for Orange County clients since 1997, and every return we prepare comes with IRS representation.
We are not in Irvine. Our office is in Orange, a straight run up the 5, and that is on purpose. One location, one team, and the same people looking at your file year after year. Plenty of Irvine clients found us after searching for tax preparation near me and deciding a few extra miles was worth a preparer who knows their history.
RSUs that vest in March. An employee stock purchase plan nobody fully read. A bonus that pushed you into a new bracket. Irvine's tech, medical device and finance employers pay in ways that make a W-2 only half the story. Our income tax returns track the cost basis so you are not taxed twice on the same shares.
First jobs, teaching assistant pay, fellowship income that arrives with no W-2 at all. Students and researchers around UC Irvine often file their first real return with us, and some of their parents have been clients for years. Tax preparation in Irvine for a 19-year-old is short. Getting it right still matters.
Many newer Irvine neighborhoods, including the ones growing up around the orange balloon at the Great Park, come with a Mello-Roos special tax and an HOA. Which of those charges show up where on your return is one of the most common questions we answer each spring. We go through your property tax bill line by line with you.
Selling a rental? Exercising options? Moving a practice into the Irvine Business Complex near the airport? The time to look at the tax side is before the deal closes. Our tax planning sessions put real numbers in front of you while you still have choices.
Dental offices, consultants, design studios and two-person agencies all need the same thing: books that line up every month. We handle bookkeeping on a catch-up or ongoing basis so your ledger is ready for quarterly filings, lenders and your own decisions.
If you have been searching for a bookkeeper near me while also running the business, that is usually the sign it is time to hand it off.
Irvine has no shortage of founders. What many are missing is someone to set up the entity, the accounts and the cash flow plan before the first invoice goes out. Our consulting for new businesses helps you get established early and break even sooner.
Ship to customers in other states and you can owe sales tax there too. We help Irvine e-commerce brands set up and manage their sales tax nexus, whether you sell locally or to customers across the country.
New office lease, new hire, new equipment. Can the business carry it? Our business financial consulting looks at your cash flow and your debt and gives you a clear answer before you commit.
If the IRS ever audits a return we prepared, we step in. Our IRS audit representation means experienced agents work directly with the IRS on your case. Our experts are affiliated with the National Association of Tax Preparation (NATP), and your file stays confidential from start to finish.
Tax preparation in Irvine is a good share of our south county work, along with clients down the coast in Huntington Beach and up north in Anaheim, CA.
“...showed my why I should consider an S-Corp to do proper tax planning for my ambitious goals.”
“Fernando is extremely knowledgeable, professional, and friendly.”
Irvine shares borders with several cities whose residents make the same drive up to our office in Orange.
No. Our only office is at 2140 West Chapman Avenue, Suite 112, in Orange. Most Irvine clients take the 5 north to reach us.
Yes. We track your cost basis and report stock sales correctly so you are not taxed twice on income that already showed up on your W-2.
Yes. We prepare first returns for students and recent graduates, including those with part-time jobs or fellowship income.
Yes. Bring your bill and we will go through each charge with you and show how it is handled on your return.
Yes. Bookkeeping, sales tax, startup consulting and financial consulting all run year-round, not just during filing season.
If the IRS audits a return we prepared, we offer representation and work directly with the IRS on your case.
The same local team in Orange, every year. We listen to your needs first and build our advice around your situation.
Call (714) 363-0378 or use the form on this page. We answer every call or return missed calls within one hour.
The map shows Irvine. Our office sits north of it in the city of Orange, on West Chapman Avenue.
2140 West Chapman Avenue, Suite 112
Orange, CA 92868
Mon to Fri 9 am to 8 pm
Sat 10 am to 5 pm
Tell us what is on your plate this year. We will set up a time to meet and go through it together.
Accurate because it’s your money. Confidential because it’s your right.
