Orange County Tax Preparation: How to Get Started

If you’re a resident of Orange County, California and you need to file a tax return, here are some steps you can follow to get started:

– Determine if you need to file a tax return: In most cases, you will need to file a tax return if you earned income during the tax year. However, there are some exceptions to this rule. For example, if you are single and your income is below a certain threshold, you may not be required to file a tax return. You can use the IRS’s “Do I Need to File a Tax Return?” tool to help determine if you need to file a tax return.

– Gather all necessary documents: To prepare your tax return, you will need to gather all of the necessary documentation, such as your W-2 form(s), 1099 form(s), and any other documents that show income you received during the tax year. You should also have your Social Security card or Individual Taxpayer Identification Number (ITIN) on hand.

– Choose a tax preparation method: There are several different ways you can prepare and file your tax return, including:

• Using tax preparation software: There are several different tax preparation software programs available that can help you complete your tax return. These programs often include step-by-step instructions and can help you claim credits and deductions.

• Hiring a tax preparer: If you prefer to have someone else prepare your tax return for you, you can hire a tax preparer. Tax preparers can be found at accounting firms, tax preparation companies, or independently.

• Using the IRS’s Free File program: If your income is below a certain threshold, you may be eligible to use the IRS’s Free File program to prepare and file your tax return for free.

– File your tax return: Once you have prepared your tax return, you can file it either electronically or by mail. E-filing is generally faster and more accurate, and you can usually get your refund more quickly if you e-file. If you choose to file by mail, you will need to print out your tax return and send it to the IRS along with any required supporting documents.

It’s important to note that the deadlines for filing tax returns and paying any taxes owed may vary depending on your situation. Be sure to check the IRS website for the most up-to-date information on deadlines. For professional tax help and preparation in Orange County, be sure to check out Robert Hall & Associates’ newly launched office. Our team of experienced professionals is here to assist with all of your tax needs.

Have tax questions? Ask Us.

The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.

Contact Us

Robert Hall and Associates Tax Consultants