Tax Preparations near Capistrano Beach

“Haydee is super smart and she has a nice tidy office conveniently located upstairs from my manicurist. I got my notary on so I can get my birth certificate to get my SS card. What an ordeal!! Haydee makes it so east and I'm happy I discovered her here in my neighborhood!!“

“Extremely professional and responsive.
One-stop shop for bookkeeping and accounting.
I highly recommend this firm.“

“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“

“He is so great at what he does. His knowledge is fantastic. He saved me alot of money this year. I just trust him so much. He is the best!!!“

“This tax service is awesome. They are responsive and efficient. Most impressive is their availability to respond to any questions you may have. The turnaround time between receipt of my tax information and the completion of my returns amazed me. I would highly recommend Sergio and his team to everyone.“

“I had 5 accountants do my taxes for me. For the last 3 years Natalia has been doing this.
1. has licenses for many types of accounting.
2. clearly explains what documents to prepare for all four of my jobs with different forms of payment.
3. provides recommendations for filling each position .
4. makes appointments at a time convenient for ME.
5. prepares a separate folder for the given year.
6. very reasonable price
7. What is especially important for me is that she explains everything in Russian and clarifies in English.

I would highly recommend Natalia,especially for Russian speakers“

“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.They have been very timely and eager to answer questions through the audit and tax preparation process. My clients and I have grown to depend on their excellent and timely service. Could not be happier.Emily Benedick, CPMPremier Property Management“

“You want experience when experience counts and let's face it with income tax returns experience counts. Scott Eaton is a master of his craft with decades of tenure behind him. His entire staff is customer centric, diligent and efficient. This is a great company made in San Clemente America.“

“If you are not happy with your tax account please look up Dale Howe in SJC you will love your tax results.“

“Greg is easily the best tax accountant i've worked with! Quick communication and turnaround, plus he was able to help me with my crypto assets. Very reasonable pricing for great service. A+“

“Visited the firm's office to track down an old friend we hadn't seen in 29 years. Scott was extremely helpful in facilitating the reconnection. ? We did no accounting business with them.“

“We were extremely satisfied with the work done by Rick at RMJR Tax and Accounting. For all new clients he will make sure you are in the best position possible going forward.“

“The team at RMJR Tax and Accounting did my return last year and did such a good job. They communicate very well and work efficiently. I recommend their services to anyone who needs help with their taxes.“

“Recently, I was faced with the problem of potential back taxes I owed on my Social Security. After doing my own research, I was convinced I owed thousands of dollars for penalties on overdue taxes. From the year 2018 up to 2023 I did my research and gathered all the information I needed for those years and started my search for a good certified public accountant. I was fortunate to have a friend of a friend refer me to FROLEY tax Services in Dana Point Ca. After reviewing my paperwork, I was called the next day and told that I didn’t owe taxes, and in fact I had a refund coming. Needless to say, I was a happy man and I would highly recommend Froley&Associates.“

“This was my first experience having Vere prepare my taxes, and I couldn't be happier. His knowledge and skills made me feel very comfortable, and he made the entire process simple.“

“I have been using Tax Man Pat (and team) for the last decade and he has never lead me astray. He is through, fast and efficient! I don't really want to leave this review as he is getting more popular.“

“They've done my taxes for years, and I have never been audited. I couldn't be more pleased with them.“