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San Clemente Tax Preparation Services

Expert Tax Planning and Filing for Individuals and Businesses in San Clemente, CA

Serving San Clemente — Coastal Living, Strategic Financial Planning

With over 64,000 residents, San Clemente is one of Southern California’s most desirable coastal cities — known for its Spanish-style charm, family wealth, and growing community of retirees, business owners, and real estate investors.

From medical professionals and self-employed consultants to those managing investment portfolios or rental income, we provide smart, strategic tax preparation and year-round planning in San Clemente.

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Why San Clemente Clients Choose Us

  • 40+ years of combined tax experience across California
  • Enrolled Agents licensed federally — beyond California-only CPAs
  • Trusted by high-income professionals, real estate investors, and family-run businesses
  • Transparent, fixed-rate pricing with concierge-level service
  • 5-star reviews from clients across the Orange County coast
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Individual Tax Services in San Clemente

Our San Clemente tax preparers support individuals with W-2 income, retirement distributions, rental portfolios, and multi-state tax considerations.

We help with:

  • Personal tax filing (Federal + California)
  • Retirement income, Social Security, and RMD planning
  • Stock sales, RSUs, and investment income
  • Schedule E for rentals or vacation properties
  • IRS letters, audit protection, and multi-year strategy
  • Trusts, inheritances, and estate tax planning

Business Tax Preparation in San Clemente

Whether you operate a local business, run a virtual firm, or manage passive income from properties, we help San Clemente business owners reduce liability and stay tax-compliant.

We specialize in:

  • LLC, S Corp, and partnership tax returns
  • Entity structuring and business setup
  • Owner compensation strategy (incl. Augusta Rule)
  • Depreciation, real estate strategy, and rental tax planning
  • Tax forecasting and retirement deferral strategies

We make complex business income feel simple and strategic.

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What Sets Our San Clemente Tax Team Apart

Our Enrolled Agents go far beyond seasonal tax prep.

We offer multi-year planning for business owners, professionals, and retirees who want clarity, control, and confidence in their tax future. Whether you’re filing for a simple return or managing multiple income sources, we build a long-term strategy around your life.

Areas We Serve in and Around San Clemente

We support clients throughout San Clemente and surrounding communities, including:

  • Talega
  • Marblehead
  • Rancho San Clemente
  • Southwest San Clemente
  • Forster Ranch
  • Central San Clemente
  • Bordering Dana Point, San Juan Capistrano, and Oceanside

What San Clemente Clients Say

“I had multiple income sources — my business, a rental, and a pension. They made it easy and showed me where I was overpaying.”
 — R. Miller, Talega

“They helped us restructure our LLC and start building a retirement plan tied into our tax strategy. Total game-changer.”
 — L. Nguyen, Rancho San Clemente

Real Client Case Study — San Clemente, CA

Client: Laura N., San Clemente — Business Owner + Pension + Short-Term Rental
 Filing Type: S Corp + Schedule E + Retirement Distribution

Problem: Laura had an LLC but wasn’t operating as an S Corp. She had a STR generating income and distributions from a pension, but her previous tax pro was reactive and missed deductions. No planning was in place for estimated taxes or retirement deferral.

What We Did:

  • Converted LLC to S Corp with structured salary and reimbursement
  • Built depreciation plan for rental property
  • Set up retirement contributions and QCD strategy
  • Introduced quarterly forecasting and clean bookkeeping integration

Saved $11,900 in taxes Year 1

Filed clean, penalty-free quarterly taxes Gained visibility and peace of mind with a 3-year plan “This was the first time I felt like I had a tax team — not just a tax preparer.” — Laura N., San Clemente

San Clemente Tax Preparation Pricing

We offer transparent, flat-rate pricing based on complexity — not time. Whether you’re filing as a solo professional, couple, or multi-entity business owner, we’ll provide an upfront quote and long-term support.

CPAs and Tax Preparers in San Clemente Who Think Beyond the Return

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

In your session, we’ll assess your income sources, uncover missed opportunities, and help you build a smarter, more personalized plan to reduce taxes and prepare for the future.

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