Tax Prep & Bookkeeping for California Individuals & Small Businesses

Stay compliant. Keep clean books. File with confidence.

Based in Laguna Niguel, serving Orange County. We help you stay compliant, keep QuickBooks organized, and make confident year-round decisions. Virtual or in-person consults. Clear next steps after booking.

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Most consults take ~15 minutes. You’ll get a checklist right after booking.
QuickBooks-friendly
Secure upload
Google
Google Reviews

"Natalia is extremely professional and knowledgeable. She made tax season stress-free for my small business."

— Sarah M.

Read more reviews
5.0 average · Google · 75+ reviews

Business Taxes

S-Corp
0 days

Due Mar 15

Personal Taxes

Individuals
0 days

Due Apr 15

Deadlines may shift for weekends/holidays. We’ll confirm your situation after booking.

Laguna Niguel, CA
qb
QuickBooks Certified
Compliance-focused process (IRS & FTB)
Natalia - Tax Professional in Laguna Niguel

20+ Years Experience

QuickBooks Advanced Online Certification
QuickBooks
Certified

Expertise You Can Trust

Led by Natalia, serving Laguna Niguel and Orange County. We provide year-round tax and bookkeeping support with clear communication and a compliance-focused process.Book a Time

20+ years experience
QuickBooks Certified
Compliance-focused process
Virtual & in-person support
Meet Natalia

What happens next?

Simple, digital, and stress-free. Here’s what happens after you book.

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Checklist included
Secure document upload
Secure communication via Verifyle
1

Pick a Service

Choose the service you need.

2

Pick a Time

Choose a time for your consult.

3

Share a Few Details

Share a few details so we can prepare.

4

Confirmation + Checklist

Get your confirmation and document checklist.

Most consults take ~15 minutes.

What to Prepare for Your Meeting

To make the first 15 minutes productive, have these ready (if applicable).

Secure Document Upload

For Tax Prep

Prior-year tax return (personal or business, if available)
Income documents (W-2, 1099, K-1, etc.)
ID + SSNs for dependents
Questions you want answered

For Bookkeeping / QuickBooks

QuickBooks Online access (invite us)
Bank/credit card statements
List of accounts + login owner
Payroll + 1099 contractor info

Choose a service

Tax prep, bookkeeping, and IRS/FTB help — virtual or in-person in Orange County.

Individual Tax Return

Comprehensive tax preparation for individuals and families.

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Business Tax Return

S-Corp or C-Corp preparation based on your financial data.

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QuickBooks Diagnostic

Deep dive into your QuickBooks file to identify issues.

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Need a simple W-2 return or not sure where to start? Book a Time.

Need payroll, CFO, or tax planning? View All Services.

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