Orange County directory

Supervised Registered Tax Preparers (SRTPs) in Orange County

Supervised Registered Tax Preparers (SRTPs) in Orange County, CA prepare returns in qualifying firms under the supervision of an attorney, CPA, or Enrolled Agent.

40 local listings Serving Orange County, CA

Directory results

40 professionals found

Compare services and contact details, then visit a profile to learn more.

Showing all 40 listings

Elias Income Tax

119 N. Raymond Ave., Fullerton, CA 92831

About this practice

At Elias Income Tax our services include resolving matters in the following areas of Settling Back Tax Debt, Bank Levy Release, Wage Garnishment Release, Innocent Spouse Tax Relief, Tax Audits, Offer in Compromise, Installment Agreement, Tax Liens, Hardship Status, and Tax Planning.

Services offered

Eugenia C. Acosta, CPA

11113 Sudith Avenue, Fountain Valley, CA 92708

About this practice

Bilingual / Se Habla Español - Our bookkeeping processes are flexible and customizable to fit any organization. We are able to take your company and break down processes, resulting in accurate and timely financial statements that are simple and easy to understand. Looking at a financial report will no longer mean seeing a page with jumbled information you don't understand.

Services offered

IAS Tax Advisory Svs Inc.

6101 Ball Rd Ste 206a, Cypress, CA 90630

About this practice

Tax Preparation Investments - Jim has a BA in Economics from the University of California, Irvine (UCI). He also holds a Master's Degree from the University of Southern California (USC). He is a Registered Tax Preparer with the State of California (CTEC). As a CTEC registered preparer, he must meet annual continuing education requirements.

Services offered

MOMEN TAX SERVICES

17155 Newhope Street Suite E, Fountain Valley, CA 92708

About this practice

With an average of 15 years of collaborative experience, our Tax Advisors apply their high-level expertise in tax law, combined with “real world’ business experience toward your complicated tax and business issues. Our tax advisors hold current certifications with the California Tax Education Council.

Services offered

Actual Accounting

2070 Business Center Dr. Suite 275, Irvine, CA 92612

About this practice

Our staff provides a financial strategy for small businesses and individuals. We provide tax and investment strategy, corporate structuring strategy, and cash flow planning and debt planning for small businesses.

Services offered

Out West Advisors LLC

32565b Golden Lantern Ste 175, Dana Point, CA 92629

About this practice

We also pride ourselves in being crypto currency accounting and taxation specialists, and can help any taxpayer, be they entities or individuals with help no matter the situation. How many other accountants and tax specialists have been trading crypto since 2014, and run their own VPSs to mine, stake, and mint and have for years?

Services offered

ZUL Tax Services

18640 Spruce Cir, Fountain Valley, CA 92708

About this practice

We developed strategies for both business and individual clients. Reliability is our goal, so we're ready to work long hours when you need us - even after tax season. Let us tackle your most pressing financial issues. ZUL Tax Services Inc

Services offered

CountingWorks

12842 Valley View St 208, Garden Grove, CA 92845

About this practice

Save time and money with CountingWorks PRO, the premiere all-in-one platform for tax firms. Automate your marketing, improve your web presence, and grow.

Services offered

(714) 952-0943 jfscalifornia.com Unavailable
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Falk Tax Service

9850 Garfield Ave Space 79, Huntington Beach, CA 92646

About this practice

Falk Tax Service | Huntington Beach, CA 92646: Falk Tax Service is an affordable alternative to tax preparation offered by the big name companies. Our tax software is high-rated by CPA firms. We have over 30 years of combined experience as tax preparers.

Services offered

(714) 593-0828 falktaxservice.com Unavailable
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PTS Consulting Group

26741 Portola Pkwy Ste 1e 921, Foothill Ranch, CA 92610

About this practice

We're a full service tax, accounting, and professional consulting firm. We developed strategies for both business and individual clients. And we work hard and long hours when they need us - even after tax season. So let us tackle your most pressing financial issues.

Services offered

(760) 617-2134 ptsconsulting.biz Unavailable
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Quantum Accounting

2372 Morse Avenue 126, Irvine, CA 92614

About this practice

Irvine Accounting, Bookkeeping. We take pride in giving assurance that the personal assistance you receive comes from years of training, technical experience and financial acumen.

Services offered

(949) 391-7710 quantumaccountingtax.com Unavailable
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TaxesGo

17954 Irvine Blvd, Tustin, CA 92780

About this practice

TaxesGo is a mobile tax and bookkeeping company. We come to you at your location at your convenience. We are not out to bleed your pocket dry due to huge costs for preparing your tax return or for helping with your company's books.

Services offered

(949) 579-0869 taxesgo.net Unavailable
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VK and Associates

655 S Main Street Suite 200 Space 358, Orange, CA 92868

About this practice

Our specialty and focus is our clients. We pride ourselves on treating our clients in a professional, courteous manner and as members of our family, not simply the next number in line.

Services offered

(714) 543-4342 vktaxes.com Unavailable
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WLR Income Tax Service

6131 Orangethorpe Ave. 170h, Buena Park, CA 90620

About this practice

Clients are advised on best tax strategies to maximize the size of their refund and minimize the personal income taxes paid to the Federal Government and/or State of California.

Services offered

(562) 607-7843 wlrincometaxservice.com Unavailable
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Choosing an SRTP tax preparer in Orange County

The Supervised Registered Tax Preparer, or SRTP, label describes a preparer working in a qualifying firm under the supervision of an attorney, CPA, or Enrolled Agent. It is not the same as holding one of those independent professional credentials. Compare local listings here, then ask who will prepare, review, and sign the return and verify the supervising professional's current status.

Understanding the supervised preparer role

The SRTP designation has been used for a non-signing preparer in a firm that is at least 80 percent owned by attorneys, CPAs, or Enrolled Agents, where an attorney, CPA, or EA supervises the work and signs the return. Because staffing and firm ownership can change, do not rely on the directory tag alone. Ask the practice how the arrangement applies to your engagement today.

  • Return preparation

    Collection and organization of tax information and preparation of draft federal and state returns.

  • Supervisory review

    Review by the attorney, CPA, or Enrolled Agent responsible for supervising the preparer's work.

  • Signing responsibility

    Identification of the paid preparer who will sign the return and enter the required PTIN.

  • Individual returns

    Potential support for wages, investments, deductions, credits, and self-employment schedules.

  • Business returns

    Preparation may be available for sole proprietors or business entities, depending on the firm.

  • Year-round support

    Some firms offer estimates, planning, and notice help beyond filing season; confirm the scope.

Credentials and IRS representation rights

The IRS says anyone who prepares or substantially assists in preparing federal returns for compensation generally needs a valid PTIN. A PTIN is an identifying number, not a professional license. Attorneys, CPAs, and Enrolled Agents have unlimited representation rights before the IRS, while other preparers may have limited rights or no representation authority for returns filed after 2015.

Ask whether the supervising professional will be available if the return generates an IRS notice and whether notice response or representation is part of the fee. If you already face an audit, appeal, or collection matter, compare professionals whose current credentials and experience cover that work.

Questions for the firm before filing

Confirm the name and credential of the person supervising and signing the return, the experience of the preparer handling your records, and whether your return receives a documented review. Ask how corrections are handled, how long records are retained, how files are transmitted, and whether the quoted fee includes state returns and follow-up questions.

Review the completed return before signing it, make sure the paid preparer signs and includes a PTIN where required, and keep a full copy. Avoid preparers who ask you to sign a blank return, direct a refund to an account you do not control, or base their fee on a percentage of the refund.