Tax Preparation Services & Live Scan

Your hometown tax preparation specialists.  Serving Santa Ana and the surrounding communities for over a decade.

Covid 19 Risk

While enhanced safety measures & precautions are being taken by our office, an inherent risk of exposure to COVID-19 exits in any public space where people are present.  COVID-19 is an extremely contagues disease that can lead to death.  According to the Center of Disease Control & Prevention, senior citizens and guests with underlying medical conditions are especially vulnerable.  BY COMING TO OUR OFFICE, YOU VOLUNTARILY ASSUME ALL RISKS RELATED TO EXPOSURE TO COVID-19.

Tax Season 2021

What you need to know

Tax Season 2021 is upon us! There are many changes for tax year 2021.  So now is time to begin planning for your income tax preparation with us.

For your convenience we have two options for you to complete your tax return with us this year:

1) Telephonic Appointment – Please call us and schedule a telephone appointment and e-mail all your documents to or directly to the preparer who you are scheduled to see.  We cannot schedule an appointment until all documents are received from you so please make sure to do this prior to scheduling your appointment.

2) In Person Appointment – Although our preference is to do telephonic appointments we do understand there are some circumstances where an in-person appointment is necessary.  Please call our office to speak to one of our staff members and see if this is a better option for you.  We do ask that if you come into the office that  you come in by yourself or one other person and please wear  face covering regardless of your vaccination status.

Please click below to a see a full list of the most common information needed to successfully complete your tax return.

Where is your Refund?

The IRS has provided a helpful tool to find out what the status of your refund is.  Please allow up to two weeks for the IRS to process your refund if it was filed electronically.  There are certain circumstances where your return may take longer than two weeks, though.  if you have waited more than three weeks and have not received your refund, please fee free to contact us to look into the matter.  The link to the “Where is my Refund” page provided by the IRS can be found below: