Personal Income Taxes
Federal and California individual income tax preparation, including common wage, retirement, investment, dependent, and credit-related items.
- Form 1040 preparation
- California returns
- Amended returns
- Prior-year filing support
Personal income tax preparation · English & Spanish
Your taxes deserve a clear, careful review.
Personal tax preparation with focused guidance for real estate transactions, Schedule C, and self-employed taxpayers in Orange and Riverside Counties.
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◎ @1Taxman4uHow I can help
Tax preparation built around your situation.
The right questions and complete records can make a complicated return easier to understand.
Real Estate Transactions
Focused preparation for taxpayers with property sales, rentals, and other real-estate activity requiring careful documentation.
- Sale of a primary residence
- Rental property activity
- Basis and improvement records
- Depreciation information review
Schedule C & Self-Employment
Organized preparation for sole proprietors, independent contractors, freelancers, and other self-employed taxpayers.
- 1099 and business income
- Ordinary business expenses
- Mileage and home-office records
- Estimated-tax considerations
Real estate tax focus
Property transactions require more than the closing statement.
The purchase price, improvements, depreciation, selling expenses, prior use, and ownership history can all affect the tax treatment. Bring the complete record so your return reflects the facts of the transaction.
01Closing and settlement statements
02Purchase and improvement records
03Prior depreciation schedules
04Rental income and expense summaries
Prepare before your appointment
Build your document checklist.
Select the items that apply to you. Nothing is transmitted or saved on this page.
Common questions
A few answers before we talk.
What should I bring to my appointment?+
Bring identification, Social Security information for everyone listed on the return, income documents, your prior return, and records supporting deductions or credits. Do not send sensitive documents through ordinary text or email.
I sold a home or rental property. What records are important?+
Bring the purchase and sale closing statements, improvement records, selling expenses, prior tax returns, and depreciation schedules when applicable.
What records are needed for Schedule C?+
Bring income records and organized expense totals by category, plus mileage, home-office, equipment, insurance, and estimated-tax information when applicable.
Does an extension give me more time to pay?+
Generally, an extension gives additional time to file—not additional time to pay tax that may be due. Your exact situation should be reviewed before the deadline.
Request a consultation
Tell me how I can help.
Complete this short form, then hit Send to send a text message to Joel. Review it before sending.
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Start with a conversation
Let’s organize your tax situation.
Call or text to discuss the type of return you need and how to prepare for your appointment. Please do not send Social Security numbers, banking information, or tax documents by ordinary text.