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Long Beach Tax Preparation Services

Comprehensive Tax Filing and Strategy for Individuals and Businesses in Long Beach, CA

Serving Long Beach — One of California’s Most Diverse Tax Markets

With over 460,000 residents, Long Beach is one of the largest cities in California — home to port workers, real estate investors, creative professionals, retirees, and family-run businesses across neighborhoods from Bixby Knolls to Belmont Shore.

Whether you’re filing a single W-2 or managing complex income streams from rentals, stock, and consulting, we provide strategic tax preparation and long-term planning in Long Beach to help you legally reduce taxes and stay ahead of the IRS.

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Why Long Beach Clients Choose Us

  • 40+ years of combined experience serving California’s diverse income profiles
  • Federally licensed Enrolled Agents — not just local CPAs
  • Proven support for high-income individuals, landlords, and small business owners
  • Flat-rate pricing with no hourly surprises
  • 5-star rated by clients across Los Angeles and Orange County
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Individual Tax Services in Long Beach

Our Long Beach tax preparers support individuals with layered income and multi-year planning needs.

We specialize in:

  • Federal and California personal income tax returns
  • Dual W-2 + freelance/side gig tax integration
  • Real estate income, rental depreciation, and Airbnb filing
  • Stock options, RSUs, and capital gains tax management
  • K-1, trust, and inheritance income
  • IRS letter support and audit protection

We don’t just fill out forms — we create custom strategies that help you keep more of what you earn.

Business Tax Preparation in Long Beach

Long Beach’s business community includes contractors, med spa owners, ecommerce sellers, realtors, consultants, and more. We support them with:

  • LLC, S Corp, and partnership tax filings
  • Entity setup, conversion, and multi-entity strategy
  • Owner salary optimization and Augusta Rule reimbursements
  • Real estate strategy, cost segregation, and bookkeeping integration
  • Quarterly tax forecasting and clean filing alignment

From small shops to 7-figure operators, we help Long Beach business owners gain control and clarity.

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What Sets Our Long Beach Tax Team Apart

We don’t just file your return — we design your long-term plan.

Our Enrolled Agents understand multi-income, multi-entity, and lifestyle-based filings. Whether you’re scaling a business or preparing to retire on real estate income, we bring strategy, simplicity, and total compliance.

Areas We Serve in and Around Long Beach

We support individuals and business owners throughout Long Beach, including:

  • Belmont Shore
  • Naples
  • Bixby Knolls
  • Downtown Long Beach
  • East Village Arts District
  • Los Cerritos
  • Signal Hill, Lakewood, Seal Beach, and San Pedro

What Long Beach Clients Say

“I have two Airbnbs, a W-2, and RSUs. They explained it all clearly and showed me how to save money and stay organized.”
— T. Lee, Bixby Knolls

“They gave me a full breakdown on my business taxes and cleaned up my books. I finally feel like I have a strategy.”
 — J. Alvarez, Downtown Long Beach

Real Client Case Study — Long Beach, CA

Client: Tara L., Long Beach — W-2 + RSUs + Two Short-Term Rentals
 Filing Type: W-2 + Schedule E + Capital Gains

Problem: Tara had equity comp from her employer and income from two Airbnbs. Her previous CPA never tracked depreciation, planned for capital gains, or handled audit defense. She was overpaying on self-employment tax and unsure how to file quarterly.

What We Did:

  • Created depreciation schedules and amended two years of filings
  • Integrated RSU vesting strategy with capital gains planning
  • Built quarterly tax estimate model
  • Optimized deductions and retirement contributions

Saved $11,200 in taxes in Year 1

Filed cleanly, penalty-free, and with full confidence Built a 3-year strategy across income streams “They took a confusing mess and turned it into a clear path forward.” — Tara L., Long Beach

Long Beach Tax Preparation Pricing

We offer flat-rate pricing based on complexity — not time spent. Whether you’re managing a rental, business, or complex investment portfolio, we provide clear scope, transparent pricing, and white-glove support.

CPAs and Tax Preparers in Long Beach Who Actually Build a Strategy

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

In one conversation, we’ll review your current return, uncover missed deductions, and build a custom strategy to save you money — this year and beyond.

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