Moreno Valley CPA

Individual tax returns start at $350, while business returns range from $800-$2,500+ depending on complexity. We provide a free consultation and transparent quote before starting any work. Unlike chain tax preparers, we focus on accuracy and maximizing your refund, not rushing through returns.

Common documents include: W-2s from employers, 1099s for contract work or investments, mortgage interest statements (1098), property tax receipts, charitable donation receipts, healthcare coverage forms (1095), and prior year returns. We'll provide a comprehensive checklist during your free consultation. You can also download a tax organizer from the IRS Forms & Publications page.

No! Our tax preparation services are 100% cloud-based. You can upload documents securely through our client portal and communicate via phone, email, or video call. We serve clients throughout Moreno Valley, Riverside, and the entire Inland Empire - all virtually. However, in-person meetings are available by appointment if you prefer.

With e-filing and direct deposit, most federal refunds arrive within 21 days. California state refunds typically take 2-3 weeks. We file electronically to ensure the fastest processing. Track your refund using the IRS Where's My Refund tool or the California FTB refund tracker.

Absolutely! We specialize in preparing multiple years of back tax returns. The IRS typically allows you to file up to 3 prior years to claim refunds. We'll assess your situation, calculate any penalties, and work on a plan to get you back in compliance. Don't wait - unfiled returns can lead to serious consequences.

Yes! We prepare both federal and California state returns. California has unique tax laws and credits that we're experts in navigating - including the California Earned Income Tax Credit (CalEITC), renter's credit, and more. We also handle multi-state returns if you worked or lived in multiple states.

As licensed CPAs, we provide full IRS audit representation. We handle all communication with the IRS, gather necessary documentation, and represent you in meetings. Plus, every return we prepare includes $1 Million audit defense protection at no extra cost.

CPAs undergo rigorous education, testing (the CPA exam), and continuing education requirements. Unlike seasonal tax preparers at chain locations, we're licensed by the California Board of Accountancy and can represent you before the IRS. We focus on tax planning throughout the year, not just filing season, helping you save more in the long run.