Huntington Beach Tax Professionals

Income Tax Preparation, Huntington Beach, CA

IRS E-file Income Tax Return

From complex business returns to a standard 1040, we have the knowledge, experience, and infrastructure to serve all your income tax needs.  Our non-business clients range from unmarried professionals to large families with dual incomes living in Huntington Beach, Long Beach, Newport Beach, and the greater Orange/Los Angeles County area.

Rates and Services

To give you an idea of our competitive fees, we have provided a list of the most common services requested and their associated rates.  All of our services are 100% guaranteed. 

To compare our tax preparation fees to the national average, please visit here

Affordable Income Tax Prep in Huntington Beach, CA

Individual Returns:

Form 1040 - No Itemized Deductions - starting at $150

Tax Return Preparers Huntington Beach CA 92648

Most taxpayers who DO NOT itemize their deductions (such as mortgage interest or charity) fall into this category.  Approximately 70% of all taxpayers claim the standard deduction rather than itemizing deductions.

The filing requirements of Form 1040 apply to all citizens, regardless of where they live, and resident aliens.

Schedule A - Itemized Deductions - starting at $125

Itemized Tax Return Huntington Beach CA

Taxpayers who itemize the following deductions may benefit from filing a Schedule A:

  • Medical & Dental Expenses
  • Taxes & Interest You Paid (e,g, home ownership)
  • Gifts to Charity
  • Casualty & Theft Losses 
  • Unreimbursed Job Expenses and Certain Miscellaneous Deductions

Additional Form W-2 or 1099 - Wage and Tax Statement - $25

Basic Tax Preparation Huntington Beach CA 92648
Form W-2 is provided by employers to their employees. It is also filed with the IRS. The 1099 form reports the various types of income you may receive throughout the year other than the salary your employer pays you (e.g. interest and dividends). The first Form W-2 or Form 1099 is included in the above fees.  Each additional form is $25. 

For example, if you have two jobs or if your spouse is also employed, the above fee would apply.

Depending on your individual tax situation, you may be required to file additional tax forms with the IRS.  These forms have an additional fee.  Such forms include:


Schedule C - Profit or Loss From Business - starting at $200

This form is used to report income or loss from a business you operated or a profession you practiced as a sole proprietor. BUSINESS SERVICES

Schedule D - Gains & Losses - starting at $125

Sales Income Tax Preperation Huntington Beach, CA
This form is used to report the sale or exchange of a capital asset not reported on another form or schedule.  For example, the sale of real estate or stocks/bonds usually would require a Schedule D.

It may also be used to report gains from involuntary conversions, some capital gain distributions and nonbusiness bad debts.

Schedule E - Supplemental Income and Loss - starting at $35 to $175 and Up

Rental Income Tax Preparation Huntington Beach CA
This form is used to report income or loss from:
  • rental real estate,
  • royalties,
  • partnerships, S Corporations, 
  • estates, trusts, and residual interests in REMICs. 

For example, if you own a rental property, then this form would be required.

Form 8863 - Education Credits - starting at $35

Student Income Tax Preparation Huntington Beach, CA

This form is used to claim a taxpayer's education credits. These credits are based on education expenses paid to an eligible postsecondary institution. For 2014, there are two education credits available:

  • The American opportunity credit, part of which may be refundable
  • The lifetime learning credit, which is nonrefundable

Both of these credits have different rules that can affect a taxpayer's eligibility. 

Form 2441 - Child and Dependent Care Expenses - starting at $35

Child and Dependent Care Tax Credit, Huntington Beach CA

This form is used to take the credit for child and dependent care expenses. 

For example, if you paid someone to care for your child so you could work, you would need to file this form to claim your credit.  

Filing Previous Years' Tax Returns/Back Taxes - starting at $335

Filing Past Due Tax Returns/Back Tax Filing Huntington Beach
  • If you did not file tax returns for prior years despite meeting the income requirements, you may be subject to interest and penalties on any taxes owed, in addition to a non-filing penalty.

  • At times, by not filing a return, you may be missing out on a potential tax refund to which you would've been entitled.

  • By filing your previous years' tax returns, we help you get caught up with your tax return filing obligations so that you can start afresh and avoid potential problems with the IRS in the future.

Filing Amended Returns (Form 1040X) - starting at $230

Filing Amended Tax Returns 1040X Huntington Beach, CA

You may consider filing an amended tax return if there is a change in your filing status, income, deductions, or credits.

As of 2017, the IRS has disallowed e-filing of amended returns. Therefore, the only way to file an amended return would be to mail a paper copy of the return to the IRS.

NOTE: Due to added logistical and administrative costs of paper filing, in addition to the limited use of tax & accounting software to prepare the amended return, prices may be higher for new clients, i.e. clients who have not enlisted our services before.

Tax Year 2017 - General Fee Schedule - Individual Income Tax Preparation Services