Tax Preparation

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Accurate. Compliant. Done right the first time.

Tax preparation isn’t just about filing…it’s about making sure everything is reported correctly, defensibly, and aligned with your financial picture.

Personal Taxes

For individual tax clients with W-2s, stocks, dividends, real estate property, Sch C, gambling, sale of home, and so much more.

Investment : Starts at $500

Add-On Pricing:

  • Schedule C (sole proprietor per Sch C): +$300

  • Rental property (per property): +$300

  • Additional State: +$125

  • Single Member LLC: +$150

What’s Included:

  • Federal + State Tax Return

  • Income reporting (W-2, 1099, investments, etc.)

  • Standard deduction optimization (no up charge to itemize)

  • Basic review for accuracy + compliance

What You Walk Away With:

  • Confidence your return is done right

  • A clear understanding of your current tax position

  • 30 minute Zoom call to review tax return if desired

Best for: Individuals with straightforward to moderately complex returns

→ Sign up: Personal Tax Return

Kymbirley (Kym) Brake, an IRS Enrolled Agent, tax strategist, and the founder of OC Tax Brake based in Southern California holding several hundred dollar bills, smiling, with sunglasses on her head and wearing a dark jacket with orange stitching.

Multi Member LLC + Partnership Returns

Investment: $1,750

For business tax clients with a partnership or multi member LLC tax return.

What’s Included:

  • Federal + State Partnership Return

  • Partner K-1s

  • Capital account tracking (basic)

  • Book-to-tax reconciliation

Add on Pricing:

  • Complex allocations: +$750

  • Late or amended filings: +$555

Best for: Partnerships needing compliant, accurate reporting

→ Sign up: LLC - Partnership Return

Kym with dark curly hair and glasses, wearing a navy blue dress, is sitting at a light wooden table working on a stack of papers. There are U.S. dollar bills, an open book, a blue calculator, and some scattered papers and documents on the table.

S Corp Returns

For business owners with an S Corp return

Investment: $2222

What’s Included:

  • Federal + State Corporate Return

  • Income + deduction reporting

  • Basic tax liability review

  • Compliance check

Add-On Pricing::

  • Multi-state filings: +$750

  • Consolidated returns: $1250

  • Complex adjustments: +$750

Best for: Corporations with structured operations and higher complexity

→ Sign up: S Corp Clients

A desk with a laptop, printed papers, and a small stack of books. The laptop screen displays a website related to tax strategies. The printed documents feature large bold text about enforcing and evaluating compliance and execution. The books on the left side are titled "Expenses," "Family Expenses," and "Expense Offsets."

C Corp Tax Returns

For corporations and advanced entity structures

Investment: $3,333

What’s Included:

  • Federal + State Corporate Return

  • Income + deduction reporting

  • Basic tax liability review

  • Compliance check

Add on Pricing:

  • Multi-state filings: +$750

  • Consolidated returns: $1750

  • Complex adjustments: +$750

Best for: Corporations with structured operations and higher complexity

→ Sign up: C Corp Clients

Kym Brake, an IRS Enrolled Agent with long wavy hair wearing a dark blazer, white top, and wide-leg jeans, standing with arms outstretched, smiling, with confetti falling around her, in a room with a plain white wall and light wooden floor.

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.

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