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Irvine Tax Preparation Services

Strategic Tax Planning and Preparation for Individuals and Businesses in Irvine, CA

Serving Irvine — One of America’s Smartest and Fastest-Growing Cities

With over 310,000 residents, Irvine is a nationally recognized business and tech hub, home to companies like Blizzard Entertainment, Rivian, and a booming real estate sector. Ranked among the top cities in the U.S. for safety and education, Irvine is also one of the most financially complex areas in Orange County — making smart tax planning essential. Being a Irvine tax preparer is what we do. 

That’s why we provide expert-level tax preparation and advisory services to individuals, families, and business owners in Irvine, CA — combining real strategy with personal service.

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Why Irvine Professionals Work With Us

  • 40+ years of combined California tax expertise
  • Licensed Enrolled Agents — not just CPAs
  • High-touch tax planning for business owners, executives, and real estate investors
  • Full understanding of both federal and California tax code
  • 5-star reviews from professionals and entrepreneurs across Irvine
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Individual Tax Preparation in Irvine

Our Irvine tax preparers serve high-income professionals, W-2 earners, self-employed consultants, and investors with complex returns.

We help with:

  • Personal tax returns for single or joint filers
  • Tax prep for high earners with RSUs, bonuses, or K-1 income
  • Multi-state filings for remote or mobile professionals
  • Audit defense and back tax resolution
  • Estate, trust, and passive income taxation

If you’re earning more — we help you keep more.

Tax Services for Irvine Business Owners

Irvine has one of the most innovative business ecosystems in the U.S. — from tech startups to real estate portfolios and high-growth service firms.

We work with:

  • LLCs, S Corps, and multi-entity structures
  • Real estate developers and agents
  • eCommerce and online businesses
  • Professional service providers (law, consulting, design, med spa)
  • Founders needing tax strategy ahead of growth or acquisition
Services include:
  • Quarterly tax forecasting and payment planning
  • Advanced entity structuring
  • Cost segregation and depreciation schedules
  • Augusta Rule planning
  • Payroll optimization and executive comp strategies
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Tax Prep in Irvine That Goes Beyond the Form

Most CPA firms are reactive. We’re proactive.
 Our Irvine tax team builds a complete picture of your income, investments, and future plans — so you never file blindly again.

We don’t just prepare your return — we architect it.

Neighborhoods & Areas We Serve in Irvine

We support individuals and businesses in every part of Irvine, including:

  • Woodbridge
  • Turtle Rock
  • University Park
  • Northwood
  • Spectrum Area
  • Westpark
  • Great Park
  • Orchard Hills

…and the surrounding communities of Tustin, Newport Beach, and Lake Forest.

What Irvine Clients Say

“I’ve worked with corporate CPAs and local ones. No one gave me this level of insight. It’s the first time I’ve felt confident about my taxes.”
 — C. Huang, Spectrum Area tech exec

“They saved me over $14,000 in just one year and built a plan to save even more next year. Worth every penny.”
 — Dr. R. Singh, Westpark practice owner

Real Client Case Study — Irvine, CA

Client: Carolyn H., Irvine — VP of Product (Tech), $325K income + RSUs
 Filing Type: W-2 + K-1 + Investment Income

Problem: Carolyn’s prior accountant simply filed her W-2 and ignored RSU optimization, K-1 pass-through losses, and charitable giving strategies. She was overpaying by thousands and lacked a tax plan.

What We Did:

  • Switched him to an S Corp
  • Helped set up a retirement plan and legal reimbursements
  • Cleaned up 2 years of disorganized records
  • Implemented a tax-saving payment schedule

Saved $16,750 in taxes in the first year

Built a multi-year strategy around stock comp and giving “They understood things my old CPA didn’t even mention. This is next-level tax help.” — Carolyn H., Irvine

Irvine Tax Prep Pricing

We price based on complexity — not confusion. Whether you're filing a personal return with RSUs or managing multiple business entities, our team gives you a clear quote and outlines every deduction strategy we’ll explore.

Irvine CPAs and Enrolled Agents You Can Trust

The first step to tax clarity is a conversation — not another form.
 That’s why we offer a free 30-minute tax strategy consult with a licensed Irvine tax preparer who understands both your industry and the unique demands of California’s tax code.

We’ll map out your current return, future goals, and missed opportunities — then give you a strategy to keep more of what you earn.

Book Your Free Consultation