Professional Tax Services for Individuals & Small Businesses
At OC Tax Brake, we make taxes and bookkeeping less stressful and far more manageable. Whether you’re an individual filing a personal tax return or a small business owner juggling daily operations, our professional tax services are designed to support you at every stage. From accurate bookkeeping to smooth tax filings, we help keep your financial records organized and compliant year-round. We combine expertise with a personal touch, because your finances deserve both accuracy and care.
Looking for clear, upfront costs? View our tax services pricing to see what to expect.
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 professional tax preparer. 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 and corporate tax preparation, 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 & Entity Setup Services
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. Proper entity setup plays a critical role in long-term tax planning and compliance.
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 professional 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. IRS Representation, Audit Help & Tax Resolution Services
If you’re dealing with IRS notices, audits, or past tax issues, you don’t have to face it alone. We provide comprehensive IRS representation, audit assistance, and tax resolution services to help you regain control and move forward with confidence. Our team works directly with the IRS on your behalf to reduce stress, resolve disputes, and protect your financial interests
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.
Evaluation of IRS-related issues and development of a strategic plan to resolve outstanding notices, collections, or disputes.
Guidance through the IRS appeals process, including preparation and submission of required documentation.
Dedicated advocacy to protect your rights and interests throughout the IRS resolution process, ensuring a fair and compliant outcome.
Ongoing support and monitoring to ensure compliance with the agreed-upon resolution plan.
Pricing
Please reach out for pricing:
Individual Returns for New Clients start at $500
S Corp & C Corp Returns for New Clients start at $1500
Tax Planning is not included in price.
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.