Our Comprehensive Tax & Financial Services
At OC Tax Brake, we make taxes and bookkeeping less stressful and a lot more manageable. Whether you’re an individual filing your personal tax return or a small business owner juggling daily operations, our team is here to handle the details so you can focus on what matters most. From accurate bookkeeping to smooth tax filings, we’ll help keep your financial records organized and up to date. We combine expertise with a personal touch, because your finances deserve both accuracy and care.
1. Individual Tax Preparation Services
We offer expert personal tax prep services, ensuring a thorough and efficient process when you file taxes online with a pro. Our goal is to maximize your refund while providing clear guidance every step of the way.
Thorough review and accurate preparation of your individual tax return.
Assistance in claiming eligible deductions and credits to optimize your tax benefits.
Expert advice on tax-saving strategies tailored to your specific financial situation.
Guidance on tax implications for various personal financial transactions, including investments and property sales.
Assistance in navigating complex tax laws and regulations to ensure compliance and minimize potential audit risks.
2. Small Business Tax Services & Corporate Filing
We specialize in comprehensive small business tax services, supporting entities from startup through growth. We handle complex filings like corporate tax filing, S-corp tax prep, and accurate partnership returns. We work with all types of small businesses, including real estate professionals, LLCs, S Corporations, and C Corporations.
Comprehensive management of small business tax returns, ensuring compliance with industry-specific tax regulations.
Customized tax planning strategies to help your business maximize deductions and minimize tax liabilities.
Expert guidance on structuring your business to take advantage of available tax benefits and incentives.
Assistance in understanding and meeting tax obligations related to employee payroll, benefits, and business expenses.
Support in addressing tax implications of business expansion, acquisition, or dissolution.
3. Business Formation Assistance & Entity Setup
Thinking of starting a business? We can guide you through setting up a Limited Company or S Corporation, ensuring everything is done by the book.
Step-by-step guidance in selecting the appropriate business entity structure based on your specific business goals and needs.
Assistance in preparing and filing the necessary documentation for business formation, including articles of incorporation and operating agreements.
Expert advice on the legal and tax implications of different business structures to help you make informed decisions.
Guidance on compliance with state and federal regulations for business formation and ongoing operations.
Support in obtaining the necessary tax identification numbers and licenses to ensure a seamless and compliant business launch.
4. Bookkeeping Services: Monthly & QuickBooks Integration
Our integrated monthly bookkeeping services simplify your tax process. We offer specialized QuickBooks bookkeeping + taxes support, keeping your financial records organized and up to date year-round.
Regular maintenance of accurate and organized financial records, including income, expenses, and accounts receivable/payable.
Customized financial reporting to provide insights into your business financial performance.
Assistance in implementing efficient bookkeeping systems and software tailored to your business needs.
Reconciliation of financial statements to ensure accuracy and identify any discrepancies or potential issues.
Timely preparation of financial reports and statements for tax filings, audits, and business analysis purposes.
5. Proactive Tax Planning Services & Strategy
Beyond filing, we’re here to help you plan ahead. Our proactive tax planning services are designed to save you money, minimize stress, and set you up for long-term financial success. We offer year-round tax planning based on a personalized tax strategy.
Comprehensive analysis of your financial situation to develop personalized short-term and long-term tax planning strategies.
Evaluation of investment options and financial decisions from a tax perspective to optimize tax efficiency and minimize tax burdens.
Assistance in identifying and leveraging available tax credits, deductions, and exemptions to maximize your overall tax savings.
Proactive guidance on potential changes in tax laws and regulations to help you stay ahead of the curve.
Regular reviews and updates of your tax planning strategies to ensure they align with your evolving financial goals.
6. Tax Resolution Services & Back Taxes Help
If you’re dealing with past tax issues, don’t worry. We provide professional tax resolution services and back taxes help. We’ll work with you to set up payment plans, negotiate with the IRS, and even help reduce penalties and interest (penalty abatement) where possible.
Thorough analysis of your tax situation to develop a customized resolution plan tailored to your specific financial circumstances.
Representation and communication with tax authorities on your behalf to negotiate feasible payment plans and settlements.
Guidance on the eligibility and process of applying for an offer in compromise to potentially reduce your overall tax liabilities.
Assistance in seeking abatements for penalties and interest, helping to alleviate the financial burden caused by outstanding tax obligations.
Ongoing support and monitoring to ensure compliance with the agreed-upon resolution plan.
7. IRS Audit Assistance and Representation
If an audit or IRS issue comes up, you don’t have to face it alone. Our experienced team will stand by your side, providing guidance and IRS representation every step of the way, offering dedicated IRS audit help.
Preparation and organization of all necessary documentation and records required for the audit process.
Representation and communication with tax authorities throughout the audit to ensure your rights are protected and respected.
Comprehensive review of audit findings and recommendations for potential courses of action to address any discrepancies or issues.
Guidance on responding to audit inquiries and requests to facilitate a smooth and efficient audit process.
Ongoing support and advice to help you implement any necessary changes or adjustments following the audit.
8. IRS Representation and Relief Services
We offer specialized IRS representation to address complex notices, collections, and disputes. We develop a strategic plan to provide the necessary IRS relief services.
Evaluation of your IRS-related issues and development of a strategic plan to resolve any outstanding disputes or concerns.
Representation and communication with the IRS on your behalf to address tax-related notices, audits, or collections.
Assistance in negotiating feasible installment agreements or payment plans to help you manage and resolve outstanding tax liabilities.
Guidance on navigating the IRS appeal process, including the preparation and submission of necessary documentation to support your case.
Dedicated support and advocacy to protect your rights and interests throughout the IRS resolution process, ensuring a fair and just outcome.
Pricing
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Bookkeeping - Starts at $250/month
Court Accounting - $200/hour
Loan Letters - $175/letter
Quickbooks Setup - $500+
Sales Tax Returns - $125+
Tax Preparation - Starts at $250
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$1500* Retainer - Obtain IRS Transcripts & POA on file
*Prices vary depending on tax resolution strategy
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Tax Plan Initial Consult - $1250
Tax Strategy Detailed Plan - $2500 and Up
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Personal Returns - Starts at $250
Corporate Returns - $1500
LLC Returns - $1500
Single Member LLC - $725
Rental Properties - $650
Sole Proprietor Return - $500
We do offer Discounted Membership deals for year round tax planning.
Accepted Payment Methods: Cash, Credit Card, and Check
Questions? Reach out!
Contact us today to learn more about how we can assist you in achieving your financial goals and maintaining compliance with tax regulations.