Professional Tax Services

Book a discovery call

Book a discovery call

Existing Client Log In

Existing Client Log In

Whether you need help filing a personal return, managing your business taxes, or resolving an IRS issue. OC Tax Brake has you covered. We offer a full range of professional tax and bookkeeping services for individuals and small businesses, with 20+ years of experience and the credentials to back it up.

1. Individual Tax Preparation Services

Expert personal tax prep designed to maximize your refund and minimize stress. We handle everything from simple W-2 returns to complex situations involving investments, rental income, and major life changes.

→ Learn more about Individual Tax Preparation

Individual tax preparation services by OC Tax Brake

2. Small Business Tax Services

Comprehensive tax filing for LLCs, S Corporations, C Corporations, and partnerships. We minimize your liability and keep you compliant year after year.

→ Learn more about Small Business Tax

A woman with long brown hair and glasses placing a blue sticky note on a wall with more sticky notes in different shades of blue.

3. Business Formation & Entity Setup

Starting a business? We guide you through entity selection and setup — LLC, S Corp, or C Corp — with full tax and compliance guidance from day one.

→ Learn more about Business Formation

A woman with glasses working on her phone at a desk with a laptop, a plant, and a soda bottle.

A woman in glasses and a navy blazer working on a laptop at a white desk with plants and a bottle of Coca-Cola.

4. Bookkeeping Services: Monthly & QuickBooks Integration

Monthly bookkeeping and QuickBooks integration that keeps your financial records clean, organized, and tax-ready at any point in the year.

→ Learn more about Bookkeeping Services

5. Tax Planning

Stop filing and start planning. Our proactive tax planning service works year-round to legally reduce your tax bill before it's too late to act.

→ Learn more about Tax Planning

A woman with glasses sitting in a cream-colored chair, working on a laptop, with a potted plant nearby.

6. IRS Representation & Tax Resolution

Facing an audit, IRS notice, or back taxes? As a federally licensed Enrolled Agent, Kymbirley represents you directly before the IRS.

→ Learn more about IRS Representation

A woman with glasses and long hair sitting at a desk, holding a glass bottle of Coca-Cola near her face, smiling at her laptop, with a plant, a stack of books, and a calculator on the desk.

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.