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Aliso Viejo Tax Preparation Services

Strategic Tax Filing and Planning for Individuals and Businesses in Aliso Viejo, CA

Serving Aliso Viejo — A Smart City for Modern Professionals and Growing Families

With just under 52,000 residents, Aliso Viejo is one of Orange County’s most planned and professional communities — home to corporate headquarters, software firms, creative agencies, and financially focused families.

From 1099 consultants and tech professionals to business owners and property investors, we help Aliso Viejo clients build smarter tax strategies that deliver real savings.

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Why Aliso Viejo Clients Choose Us

  • 40+ years of California tax expertise across industries
  • Enrolled Agents licensed at the federal level — beyond CPAs
  • Strategic tax plans for business owners, consultants, and dual-income families
  • Transparent pricing, year-round support, and 5-star service
  • Trusted by professionals across Orange County
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Individual Tax Services in Aliso Viejo

Our Aliso Viejo tax preparers support professionals and families with intelligent tax planning and full-service prep.

We help with:

  • Federal and California income tax filings
  • 1099 contractor and remote worker returns
  • W-2 + equity comp (RSUs, K-1s, capital gains)
  • Tax-efficient charitable giving and retirement planning
  • IRS letter response and audit protection
  • Multi-state and relocation tax planning

Business Tax Preparation for Aliso Viejo Entrepreneurs

Aliso Viejo has a thriving base of small businesses, consultants, creative firms, and independent professionals. We help them scale efficiently and reduce their tax burdens.

Our business tax services include:

  • S Corp, LLC, and partnership tax returns
  • Business entity optimization
  • Owner salary strategies and Augusta Rule implementation
  • Cost segregation and depreciation planning
  • Tax-aligned bookkeeping oversight

Whether you’re in growth mode or retooling your strategy, we provide tax clarity every step of the way.

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What Makes Our Aliso Viejo Tax Team Different

Most tax pros just file your return. We build your roadmap.

Our Enrolled Agents offer year-round advisory and filing support, helping high-income and business clients unlock proactive strategies. We don’t plug in numbers — we ask the right questions and bring forward the answers that save you money.

Areas We Serve in and Around Aliso Viejo

We work with clients throughout Aliso Viejo and neighboring communities, including:

  • Glenwood
  • Vista Pointe
  • Pacific Ridge
  • Westridge
  • The City Walk
  • Bordering Laguna Hills, Laguna Niguel, Laguna Beach, and Mission Viejo

What Aliso Viejo Clients Say

“I’m a remote consultant with RSUs, a rental, and 1099 income. They helped me organize it all and pay way less than last year.”
 — M. Hsu, Westridge

“They built my S Corp, explained everything, and saved me over $12K. It was worth every minute.”
 — D. Vargas, Glenwood

Real Client Case Study — Aliso Viejo, CA

Client: David V., Aliso Viejo — Consultant + Rental Owner + RSUs
 Filing Type: S Corp + W-2 + Schedule E

Problem: David’s income had grown from consulting and tech equity, but his CPA treated every year the same. He was overpaying SE tax, lacked a retirement strategy, and miscategorized depreciation.

What We Did:

  • Built S Corp and implemented Augusta Rule + reimbursements
  • Planned RSU liquidation to reduce year-end tax spikes
  • Rebuilt rental depreciation schedule
  • Added SEP IRA contributions to reduce net taxable income

Saved $13,600 in taxes in Year 1

Created tax clarity around stock, rental, and business income Mapped out a 3-year tax reduction plan “They helped me move from confused to confident. It finally feels like I have a tax plan that fits my life.” — David V., Aliso Viejo

Aliso Viejo Tax Preparation Pricing

We offer fixed-rate pricing based on complexity — no hourly guessing. Whether you're a salaried professional, real estate investor, or business owner, we provide upfront quotes and deliver tax prep that creates real value.

CPAs and Tax Preparers in Aliso Viejo Who Prioritize Strategy

We offer a free 30-minute tax strategy consultation with one of our licensed Aliso Viejo tax preparers.

We’ll review your past filings, identify missed opportunities, and build a tax plan that protects your income and positions you for long-term financial growth.

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