Tax season,
with a clear plan.
Personal and business returns prepared by Hai Tran, a California Registered Tax Preparer, with fair prices, clear answers and support after you file.
Everything from a simple W-2 to a business return
One preparer who knows your file, from the first appointment to any letter you receive later.
Personal income tax
Individuals and families: wages, self-employment, credits, education and retirement.
Sole proprietor
Schedule C returns, expenses, mileage and quarterly estimates made simple.
LLC & S-corporation
Business entity returns and the personal return that goes with them.
Planning & resolution
Plan ahead to pay less, and get help with IRS or state notices.
Four easy steps
Book
Pick a time online or text us. In person at our office or by video.
Prepare
Fill in the interview sheet and gather your documents using our checklist.
Meet
We go through your situation, find every credit you qualify for and prepare your return.
File
You review and sign, we e-file, and we stay available for any question afterwards.
Have this ready and your visit takes less time
Complete the interview sheet before your appointment so we can be better prepared.
Open the interview sheetIncome
- W-2 forms from every employer
- 1099-MISC, 1099-NEC, 1099-R and unemployment forms
- Other income records
Deductions & credits
- Child-care receipts
- Mortgage interest and property tax
- DMV registration receipts
- Donation records
- Student loan interest
- Capital gains and losses
- Form 1098-T for education credits
For yourself
- Photo ID
- Social Security card
For your dependents
- Social Security cards
- Birth certificates
- Proof of residency for the year
For direct deposit
- A voided check
Ready to get started?
Book online, text (714) 362-4530, or send us a question.