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Tax & Accounting · La Palma, CA

Year-around tax service for every situation and profession.

Alex Pascual, Harold Shin, and Cecilia Jurado Beltran specialize in providing specific advice and preparation for all types of occupations and businesses. Our experience and knowledge is our strength — it helps us find deductions others might miss.

  • Individuals
  • Corporations (S, C, LLC)
  • Partnerships
  • Small business

At a glance

Full-service federal & state tax preparation, specializing in IRS e-file.

Call the office
(714) 522-2567 · (714) 522-3253
Visit us
4 Centerpointe Drive, Suite 340
La Palma, CA 90623
Authorized IRS e-file Provider Registered Tax Return Preparer
About the firm

Experience and knowledge that finds what others miss

Alex Pascual, Harold Shin, and Cecilia Jurado Beltran specialize in providing specific advice and preparation for all types of occupations and businesses. Our experience and knowledge is our strength; it allows us to provide the client the tools and the resources that help us find deductions others might miss.

Reach the team directly

To schedule appointments for the upcoming tax season, email the office or reach Alex, Harold, or Cecilia directly — or simply call.

Our services

Full-service tax preparation, all year long

We offer year-around service for all tax situations and professions — full-service, individual and corporate federal income tax preparation and state income tax preparation, specializing in electronic filing (IRS e-file).

Individuals

Full-service federal and state income tax preparation for individuals — prepared to find every deduction you are entitled to, and filed electronically.

  • Individual federal income tax preparation
  • State income tax preparation
  • Electronic filing (IRS e-file)

Businesses & Corporations

Specific advice and preparation for all types of occupations and businesses — from formation through ongoing compliance.

  • Corporations (S, C, LLC)
  • Partnerships
  • Small business
  • Entity formations
  • Corporate compliance

Additional services

Beyond filing season, we keep current clients supported year-round. Additional fees may apply.

  • Copies (up to three years) of prior returns for current clients
  • Amended returns when you receive documentation not on your original return
  • Audit assistance — if you receive a notice from the IRS, a tax professional will assist and explain the preparation of your return
Corporations & LLCs

Stay compliant, file on time, protect your entity

Compliance

After the initial step of formation, both corporations and LLCs face ongoing compliance requirements; however, business owners — especially small business owners — often neglect these requirements. Failing to complete ongoing requirements regularly and in a timely manner can have dire consequences: a company can lose its corporate or LLC entity status, and consequently lose the limited liability protection it affords the owners. Since that protection is often the primary reason owners form a corporation or LLC, take all the necessary steps to protect it and the other benefits these entities afford.

Preparation

To ensure accurate preparation of your corporate tax return, we need:

  • Annual profit and loss statement
  • Annual income statement
  • Annual balance sheet
  • Corporate book — we review all corporate books, ledgers, and resolutions

It is highly recommended that you schedule your appointment for your corporate return before the March 15 deadline. It can be filed in January after your annual board meeting, so all W-2s, 1099s and Schedule K-1s can be issued in a timely manner.

Before your appointment

What to bring to your tax interview

If you have any of the items below available, bring them to your tax interview and let us prepare an accurate income tax return. The deadline for individual returns is April 15.

Profession-specific checklists

  • Tax Organizer
  • General Checklist
  • Self-Employed / Business / 1099
  • Rental Property
  • Medical Professionals
  • Real Estate Professionals
  • Outside Sales
  • Teachers & Educational Professionals
  • Law Enforcement & Security
  • Business Professionals
  • Performing Artists
  • Child Care Providers

Documents to bring

A representative list — bring what applies to you.

  • Social Security card(s)
  • Dependents' SSNs & dates of birth
  • Last year's federal & state returns
  • Wage statements — W-2
  • Pension / retirement — 1099-R
  • Interest & dividends — 1099-INT / 1099-DIV
  • Self-employed income & expenses — 1099-MISC
  • Rental income & expenses
  • Partnership / S-corp / trust income — Schedule K-1
  • IRA contributions
  • Child-care expenses & provider info
  • Medical, eye-care & dental expenses
  • Charitable donations (cash & noncash)
  • Mortgage interest paid — 1098
  • Real estate & personal property taxes paid
  • Tuition & education fees — 1098-T
  • Student-loan interest — 1098-E
  • Estimated tax payments
Resources

Helpful links & staying current

We keep clients current on tax-law changes — from the Tax Cuts and Jobs Act to the Affordable Care Act. A few links our clients find useful:

Get in touch

Schedule your appointment for the upcoming tax season

The fastest way to get started is a phone call. You can also email the office to schedule, or reach Alex, Harold, or Cecilia directly.

Call

(714) 522-2567 (714) 522-3253

Fax: (714) 522-3216

Office

4 Centerpointe Drive, Suite 340

La Palma, CA 90623

Building #4, 3rd floor

Get directions

Year-around service · La Palma, CA

Ready for the upcoming tax season?

Call to schedule your appointment, and let our experience and knowledge find the deductions others might miss.