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Laguna Beach Tax Preparation Services

Strategic Tax Planning and Filing for Individuals and Businesses in Laguna Beach, CA

Serving Laguna Beach — Coastal Living, Creative Income, and Complex Taxes

With just over 22,000 residents, Laguna Beach is one of Southern California’s most iconic coastal cities — known for its luxury real estate, fine art community, and high-income professionals. Whether you’re a gallery owner, remote executive, retired investor, or someone managing multiple income streams, Laguna Beach clients benefit from smart, hands-on tax strategy — not just annual filing.

We provide comprehensive tax preparation and planning in Laguna Beach, built for clarity, savings, and confidence.

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Why Laguna Beach Clients Choose Us

  • 40+ years of experience serving high-income California residents
  • Federally licensed Enrolled Agents (nationwide compliance experts)
  • Strategic planning for artists, entrepreneurs, real estate investors, and retirees
  • Flat-rate pricing and proactive support year-round
  • 5-star rated across Orange County coastal markets
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Individual Tax Services in Laguna Beach

Our Laguna Beach tax preparers help high-income earners, trust beneficiaries, retirees, and creatives manage their returns and optimize their tax positions.

We specialize in:

  • Personal federal and California tax returns
  • Equity compensation (RSUs, capital gains, stock sales)
  • Retirement distribution and RMD tax management
  • Rental property and Schedule E optimization
  • Trust, K-1, and inheritance income planning
  • IRS letters and proactive audit defense

Business Tax Preparation in Laguna Beach

Laguna Beach business owners are often artists, real estate agents, boutique shop owners, consultants, or professionals with layered income. We provide structure and strategy with:

Services include:

  • S Corp, LLC, and partnership returns
  • Business entity setup and multi-entity integration
  • Owner salary, reimbursement, and Augusta Rule strategies
  • Real estate depreciation and short-term rental tax plans
  • Bookkeeping cleanup and P&L alignment for filing

We help creative professionals and business-minded clients stay focused on their work — not their taxes.

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What Makes Our Laguna Beach Tax Team Different

We know the art of planning as well as the math of compliance.

Our Enrolled Agents specialize in serving high-income, multi-income, and lifestyle-based clients. Whether you’re managing multiple entities, real estate, or simply don’t want to deal with taxes anymore — we’ll build a strategy that works for how you live.

Areas We Serve in and Around Laguna Beach

We serve individuals and businesses throughout Laguna Beach, including:

  • Emerald Bay
  • Top of the World
  • North Laguna
  • Temple Hills
  • South Laguna
  • Bordering Laguna Niguel, Dana Point, and Aliso Viejo

What Laguna Beach Clients Say

“They helped me plan for tax on my stock sales and rental income — and showed me how to legally lower what I owe.”
 — H. Tran, Top of the World

 — H. Tran, Top of the World

“As an artist with online sales and contract income, I finally have clarity on how to file and grow.”
 — K. Davies, North Laguna

Real Client Case Study — Laguna Beach, CA

Client: Holly T., Laguna Beach — Artist + Airbnb Host + Stock Income
 Filing Type: Schedule C + Schedule E + Capital Gains

Problem: Holly had growing income from gallery sales, licensing, an Airbnb property, and stock investments. Her past CPA just filed without integrating income sources or advising on depreciation or retirement.

What We Did:

  • Separated business income under a formal LLC
  • Created a Schedule E depreciation and rental strategy
  • Mapped capital gains timing to lower tax exposure
  • Set up SEP IRA contributions and QBI deduction optimization

Saved $9,700 in taxes Year 1

Reduced capital gains impact through timing and planning Built a retirement and quarterly estimate strategy “This was the first year I understood my taxes — and finally had a plan for all my income.” — Holly T., Laguna Beach

Laguna Beach Tax Preparation Pricing

We price based on complexity — not hours. Whether you’re earning six figures through art sales, real estate, retirement, or a portfolio of ventures, we provide flat-rate quotes and long-term value.

CPAs and Tax Preparers in Laguna Beach That Think Strategically

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

In that session, we’ll review your last return, uncover missed savings, and build a long-term plan to simplify your tax picture and preserve your wealth.

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