714-245-0050
714-245-0053
Due to the Covid-19 pandemic we are seeing clients by appointment only. If you would like to make an appointment please call our office or send us an e-mail at the e-mail address above and we will do our best to get you an appointment as soon as possible.

Santa Ana Professional Services is a professional office dedicated to serving the Orange County community by providing assistance and support in the areas of income tax preparation and representation, completion of immigration forms and Live Scan service since 1995. We strive to provide service with accuracy, timeliness, consistency, integrity and personalized care to establish and maintain long-term relationships with our clients. We are all bilingual in Spanish.


Teresa Arellano, E.A.

Teresa has over 20 years of experience in income tax preparation and representation as well as preparing immigration forms. She gained her Enrolled Agent status from the IRS in 1998 and has maintained her status since. Ms. Arellano holds a Bachelor of Arts degree in Business Administration from California State University, Fullerton.

tmarellano@gmail.com


Eloisa Espinoza

As director of the Maple and Fullerton Community Centers, Eloisa Espinoza dedicated her 30 year career to providing social services to families specializing in the areas of immigration and document preparation. She holds a Bachelor of Science degree and Certificate in Public Administration from California State University, Fullerton. Eloisa is a Registered Tax Return Preparer.

espinoza.eloisa1@gmail.com


Briseyda Verde

Briseyda Verde has been working for Santa Ana Professional Services for over ten years assisting our clients with much courtesy and knowledge.

briseyda.verde@gmail.com

Income Tax Preparation and Representation

Our office is staffed with an Enrolled Agent and California Registered Tax Preparers, offering tax preparation and representation with individual and business tax returns. We are all bilingual in Spanish.

You may reference the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications here. Also, https://www.ctec.org.


Immigration Consultant

WE ARE NOT ATTORNEYS.

Per BUSINESS AND PROFESSIONS CODE SECTION 22440-22448: “A person engages in the business or acts in the capacity of an immigration consultant when that person gives non-legal assistance or advice on an immigration matter. That assistance or advice includes, but is not limited to, the following: Completing a form provided by a federal or state agency but not advising a person as to their answers on those forms.”

Santa Ana Professional Services staff has over 20 years of experience in completing forms for the following immigration benefits, and is in compliance with the bonding requirements of the State of California for Immigration Consultants.

  • Family Petitions
  • DACA (Deferred Action for Childhood Arrivals)
  • Naturalization
  • Temporary Protected Status

Live Scan Services

In California, fingerprinting must be done by a certified fingerprint roller or qualified law enforcement personnel. We are an authorized Live Scan Service provider, certified by The California Department of Justice.

Checklist of most common documents needed to prepare your tax return

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN (Birth Certificate/Passport/Current Government issued ID)
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • 1098(Mortgage & Property Tax); 1098T(Tuition); 1099G(Unemployment); Proof of relationship and joint residency for your dependent children(Birth Certificate and school records for last year)

Links:

Updates

Beginning January 1, 2020, a new law requires all California residents to have health insurance or pay a penalty. This is separate from the “zeroed out” federal penalty, and your consumers should know the penalty for a family not having insurance in 2020 could be $2,000 or more. Of course, the greatest penalty is choosing to go without insurance and then receiving an emergency hospital bill of more than $100,000 or not catching a disease in time.

Covered California has partnered with the Franchise Tax Board to produce a 2020 Individual Mandate Penalty Fact Sheet that includes how to calculate a potential penalty. (Please note that the percentage of household income calculation requires knowing the consumer’s tax filing threshold. 2018 tax filing thresholds are available under the “Filing requirements: California gross income” section of the FTB’s Residency Status page, and 2019 thresholds will be posted when they’re available.)

Location

Our office is conveniently located near four major Southern California Freeways (I-5, SR-22, SR-55 and SR-57). We are also only a short walk from the Santa Ana Transportation Center, which provides regional transit via Metrolink and Amtrak to various Southern California cities.

Please feel free to call our office anytime during business hours to get directions or if you need any help finding us.

1002 E 17th Street
Suite R
Santa Ana, California 92701

714-245-0050
714-245-0053
santaanaps@gmail.com


Office Hours

Please call our office to set up an appointment.

Tax Season (Appointments Preferred, Walk-ins Accepted)
Monday through Friday 9:00 am — 7:00 pm
Saturday 9:00 am — 6:00 pm
Sunday With appointment only


Regular Hours
Monday through Friday 10:00 am — 5:00 pm
Saturday With appointment only
Sunday Closed