Tax Preparation, Notary & Live Scan Services
Your local tax preparation specialists. Proudly serving Santa Ana and the surrounding communities for over a decade.
Tax Season 2024
We are so grateful to have you as a client for another tax season. This tax season we are pleased to continue offering both telephonic and in-person appointments. Please contact us at 714-245-0050 to schedule your appointment. Please note that for telephonic appointments, you will need to provide us with all your pertinent tax documents before we can schedule your appointment.
We believe that it is not only our job to gain your trust when we prepare your income taxes, but it is also our responsibility to provide you with the knowledge necessary for you and your family to make the best decisions in the new tax season. We’ve provided some valuable information for your review prior to your income tax preparation appointment in 2024. Please feel free to review this information and ask any of our knowledgeable preparers any questions when you come in for your appointment this year.
Services We Provide
Santa Ana Professional Services is a firm dedicated to serving individuals and small businesses by providing Tax Preparation & filing, IRS and State Representation, tax problem resolution, Payment plans and hardships, Offer in Comprises, IRS and State Notice Responses, Lifting tax liens and levies, and more
In addition, we provide Live Scan and Notary Public Services.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
We will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, we can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.
Live Scan Service
“Authorized private companies and designated government agencies in California may submit requests for criminal offender record information reviews directly to the Department of Justice using the statewide electronic applicant communication network maintained by the Attorney General.
These private service providers (PSP) or Live Scan Operators submit these electronic requests on behalf of applicant agencies that are reviewing the suitability of individuals for employment, licensing, certification, foreign adoptions or entry into the United States or another country.
To help ensure the privacy rights of applicants, the proper handling of confidential applicant information and the security of the electronic communication network, private service providers or Live Scan Operators in the state are required by the Department of Justice to pass a criminal record background check and obtain a fingerprint rolling certificate.”
https://www.oag.ca.gov/fingerprints/operators
https://oag.ca.gov/sites/all/files/agweb/pdfs/fingerprints/forms/fees.pdf
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.
Many contracts and other business documents require notarization in order to take effect. If your company does not have an in-house notary public, we can provide one whenever needed. Even when notarization is not legally required, having a notary public witness and authenticate the execution of an agreement ensures that your company’s interests will be well protected if the terms of the agreement are ever disputed.
https://www.nationalnotary.org/knowledge-center/about-notaries/what-is-a-notary-public
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, we can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. Our experts are here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.