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Santa Monica Tax Preparation Services

Private, Strategic Tax Planning and Filing for Individuals and Businesses in Santa Monica, CA

Serving Santa Monica — A City Where Tech, Wealth, and Lifestyle Intersect

With over 93,000 residents, Santa Monica is a hub for startup founders, tech professionals, consultants, creatives, and real estate investors — all with multi-stream income and complex financial structures. Whether you’re working in Silicon Beach, managing a portfolio of rentals, or building a business, your tax strategy needs to evolve with your income.

We provide high-level tax preparation and proactive planning in Santa Monica, built to simplify compliance, reduce taxes, and support long-term financial growth.

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Why Santa Monica Clients Choose Us

  • 40+ years of experience serving high-income California clients
  • Federally licensed Enrolled Agents — national and multi-state compliance
  • Strategy-first approach for equity comp, rentals, and high-complexity returns
  • Flat-rate, concierge-level pricing — no hourly billing
  • Trusted by entrepreneurs, physicians, and investors across the Westside
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Individual Tax Services in Santa Monica

Our Santa Monica tax preparers help professionals, founders, landlords, and creatives reduce taxes while simplifying compliance.

We specialize in:

  • W-2 + 1099 income tax integration
  • Equity compensation (RSUs, ESPPs, ISO/NSOs)
  • Capital gains, K-1s, and trust income
  • Real estate reporting and depreciation (Schedule E)
  • Retirement income, RMDs, and charitable planning
  • IRS audit defense and proactive tax mapping

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

Business Tax Preparation in Santa Monica

From creative agencies and startups to real estate LLCs and wellness businesses, Santa Monica is full of founders — and we help them build tax plans that match their growth.

We offer:

  • Tax prep for LLCs, S Corps, and partnerships
  • Multi-entity structuring and owner compensation plans
  • QBI deduction optimization and SEP/Solo 401(k) setup
  • Real estate cost segregation and passive income strategy
  • Quarterly planning, forecasting, and exit-ready structure design

Whether you’re scaling your brand or organizing back-end operations, we bring clarity to your financial framework.

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What Sets Our Santa Monica Tax Team Apart

We don’t just manage paperwork. We design tax strategy.

Our Enrolled Agents specialize in serving high-growth clients with layered income, complex filings, and long-term plans. Whether you’re preparing for liquidity, expanding your portfolio, or simply trying to avoid a surprise IRS letter, we help you take control.

Areas We Serve in and Around Santa Monica

We support individuals and business owners throughout Santa Monica and the surrounding Westside, including:

  • Ocean Park
  • Sunset Park
  • North of Montana
  • Mid-City
  • Wilshire/Montana
  • Nearby: Brentwood, Venice, Mar Vista, and West LA
We also serve surrounding cities like Fullerton, Orange, Buena Park, and Garden Grove.

What Santa Monica Clients Say

“They gave me a real plan for my equity compensation, freelance work, and rental. No one had ever done that before.”
 — T. Wallace, Sunset Park

“They helped structure my business and personal income into a tax strategy that feels clean and optimized.”
 — D. Michaels, Ocean Park

Real Client Case Study — Santa Monica, CA

Client: Tara W., Santa Monica — Tech Executive + RSUs + Rental Portfolio
 Filing Type: W-2 + RSUs + Schedule E

Problem: Tara had a high-paying tech job with significant RSU income, two rental properties, and freelance consulting revenue. Her former CPA filed reactively and gave no advice on timing, withholding, or passive income strategy.

What We Did:

  • Created a tax forecast integrating RSUs, W-2, and rental income
  • Built a depreciation and cost segregation strategy
  • Advised on RSU sale timing and SEP IRA deferral
  • Structured quarterly estimates to eliminate surprises

Saved $14,300 in taxes Year 1

Avoided underpayment penalties Gained long-term visibility and simplified filing across income types “They gave me back control. I now have a tax strategy built for my lifestyle and income level.” — Tara W., Santa Monica

Santa Monica Tax Preparation Pricing

We offer flat-rate pricing based on complexity — not hourly billing. Whether you're filing a standard W-2 + RSU return or managing multi-entity income, you’ll receive transparent pricing and strategy-first service.

CPAs and Tax Preparers in Santa Monica Who Help You Build Tax Clarity and Control

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

In that session, we’ll review your current return, uncover missed opportunities, and design a long-term tax plan that aligns with your income, business, and lifestyle goals.

Book your free 30-minute consult today and discover how much you’ve been overpaying.

Book Your Free Consultation