714-245-0050
714-245-0053

Important

It is important to make sure that you have all the proper documents necessary to accurately complete your tax return. See the list of items to bring to your appointment here

Income Tax Preparation and Representation

Our office is staffed with one Enrolled Agent and three California Registered Tax Preparers, offering tax preparation and representation with individual 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.

Basic List of Documents to Bring With You

  • 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 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)
  • Health Insurance Exemption Certificate, if received
  • 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
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Form 1098T tuition statement and proof of education expenses
  • Proof of relationship, residency, and school enrollment for dependent children, if you are claiming certain credits

You may also review the following forms:

How the Affordable Care Act Impacts Your Taxes

You will see changes related to the health care law as you file your tax return during tax time. The law requires you and your dependents to have health care coverage, an exemption, or make a payment with your return. If you purchased coverage from the Health Insurance Marketplace, you may be eligible for the premium tax credit.

If you receive any of the following IRS documents and had coverage for the entire year for each member of the household, please bring with you:

  • Form 1095-A (Health Insurance Marketplace Statement)
  • Form 1095-B (Health Coverage)
  • Form 1095-C (Employer Provided Health Insurance Offer and Coverage)

If you don’t have health insurance and don’t qualify for an exemption, you will have to pay a penalty starting when you file your 2014 tax return. The penalty will be prorated based on the number of months you are uninsured and will increase each year. For tax year 2014, the annual one-time tax penalty will be $95 per adult, or one percent of your total income, whichever is greater. For uninsured children in your family, the penalty is $47.50 per child, with a family maximum of $285 for the year. The tax penalty is assessed on your 2014 tax return. Each year following 2014, the penalty increases – in 2015 the penalty is $325 per person, $162.50 per child – or two percent of your income. By 2016, the penalty rises to $695 per adult, $347.50 per child – or 2.5 percent of your household income.

For more information on the Affordable Care Act, please visit www.irs.gov and www.healthcare.gov.

About Us: Who are we?

Come meet our team and let us assist you with all your Income Tax, Immigration Forms, and Live Scan needs. Our service area extends primarily to the Orange County, Riverside County, Los Angeles County, San Bernardino County and San Diego County areas.


Teresa Arellano, E.A.

Teresa has over 20 years of experience in income tax and immigration. She has spent much of her career enriching her education in order to be an asset to her clients and community. She gained her Enrolled Agent status from the IRS in 1998 and has maintained her status since. Ms. Arellano attended California State University Fullerton where her emphasis was in accounting.

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 has a Bachelor of Science degree and Certificate in Public Administration from California State University, Fullerton. Eloisa is a Registered Tax Return Preparer.

eloisa.espinoza1@aol.com


Diego Gutiérrez

Diego has been working for Santa Ana Professional Services for over four years. He has been an immigration rights and economic justice activist since college and has worked with various prominent local and national organizations. In 2011 Diego was an academy fellow for the Roosevelt Institute Campus Network in Washington D.C. where he focused on immigration policy affecting the LGBT community. He graduated from California State University, Fullerton cum laude with a Bachelor of Arts degree in Political Science. Diego is a Registered Tax Return Preparer and is also live-scan/fingerprint roller certified.

diegoalfonso.dg@gmail.com


Briseyda Verde

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

briseyda.verde@gmail.com

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@att.net


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