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$99 Tax Preparation

Individual tax returns for only $99 federal + state. Visit our Santa Ana or Corona office or file online. Free estimates, no hidden fees.

Individual Tax Preparation

Your Taxes, Done Right by a Real Tax Professional

Skip the software stress. One of our tax professionals prepares your federal and California returns, checks every deduction and credit you qualify for, and explains everything in plain English.

Come to our Santa Ana or Corona office, or do it all online from your phone.

  • Upfront price before we start, no hidden fees
  • Federal + California state returns, e-filed
  • New 2025 deductions checked: tips, overtime, seniors, car loan interest
  • Questions after filing? We're here year-round
New client special
$99flat
Federal + State
  • One federal + one state individual return
  • W-2 income, standard credits & deductions
  • E-filing & direct deposit setup
  • In office or 100% online
Start My $99 Return Get a Free Estimate

*Restrictions apply. Self-employment (Schedule C), capital gains (Schedule D), and rental income (Schedule E) are quoted upfront before we begin.

What We Handle

Simple or Complicated, We've Got It

1W-2 Employees

Wages, withholding, and the standard credits most families qualify for.

Included in $99

2Families & Dependents

Child Tax Credit, Earned Income Credit, education credits, and dependent care.

Included in $99

3Self-Employed & 1099

Freelancers, gig workers, and side businesses, with every eligible expense.

Quoted upfront

4Rental Property

Rental income, expenses, and depreciation reported correctly.

Quoted upfront

5Investments & Stocks

Capital gains and losses, dividends, and crypto transactions.

Quoted upfront

6Prior Years & Amendments

Missed a year or need to fix a past return? We'll help you catch up.

Quoted upfront
How It Works

Three Easy Steps

  1. Start online or book a visitFill out a 1-minute form or pick a time at our Santa Ana or Corona office.
  2. Share your documents securelyBring them in, or upload through the secure link we send you. Never by email.
  3. Review, sign & e-fileWe go over your return with you, answer your questions, and e-file it.
Checklist

What to Bring

  • Photo ID for you (and your spouse)
  • Social Security cards or ITIN letters for everyone on the return
  • W-2s from every employer
  • 1099 forms (contract work, interest, dividends, unemployment)
  • 1098 forms (mortgage interest, tuition)
  • Childcare provider's name, address, and tax ID
  • Last year's tax return, if you have it
  • Bank routing & account number for direct deposit
FAQs

Common Questions

What does the $99 price include?
One federal and one state individual return with W-2 income, plus the standard credits and deductions most families claim, like the Child Tax Credit and Earned Income Credit. Self-employment, capital gains, and rental income are quoted upfront, so you always know the price before we start.
Do I have to come to the office?
No. You can visit our Santa Ana or Corona office, or do everything online. We'll send you a secure link to upload your documents and go over your return by phone or video.
How long does it take to get my refund?
The IRS issues most refunds for e-filed returns with direct deposit in less than 21 days. Some returns take longer, especially those claiming the Earned Income Credit or the Additional Child Tax Credit, or that need extra review. You can track your refund anytime with the IRS "Where's My Refund?" tool.
Can you help if I haven't filed in a few years?
Yes. We prepare prior-year returns and help you get caught up. See our Unfiled Returns service.
Can I get a price before I commit?
Absolutely. Request a free estimate and we'll tell you the cost upfront, with no obligation to file with us.

Ready to get your taxes done?

Start online in a minute, or book a visit in Santa Ana or Corona.

Tax preparation, bookkeeping, and payroll for individuals and businesses. Visit our Santa Ana or Corona office, or file 100% online.

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