Anaheim, California ยท since 2000

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.

CRTP #A042900IRS Annual Filing Season ProgramBonded20+ years
Services

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.

How it works

Four easy steps

Book

Pick a time online or call. In person at our Anaheim 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.

Documents to bring

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 sheet
Income
  • 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, call (714) 362-4530, or send us a question.