Turn business records into a complete tax return
Mraz Tax Solutions LLC serves Lake Forest clients remotely and from our Rancho Santa Margarita office. For a sole proprietor, LLC member, or S corporation owner, preparation starts with understanding the business’s tax classification and how its reporting connects to the owner’s personal return.
Useful records can include a reconciled profit-and-loss statement, balance sheet, asset purchases, payroll reports, and owner contributions or distributions. We review the documents appropriate to your entity rather than assuming every business files the same forms.
See our business tax services and individual tax services for help with business income, rentals, investments, and multistate filing.
Choose a document handoff that works for you
After engagement, we will provide access to our secure client portal for uploading tax documents. Lake Forest is in our document pickup area. Pickup requires a signed engagement agreement and prior arrangement; the additional fee and collection time are confirmed first.
Office visits are by appointment. We accept tax-document drop-offs after a signed engagement agreement and by prior arrangement at our Rancho Santa Margarita office.
Review and planning are clearly scoped
We generally review your draft return with you before filing. If you prefer independent review or cannot meet, we provide a draft and answer questions. Filing follows your approval and e-signature on the required authorization.
Quarterly planning meetings are available for a separate fee and are not included with tax return preparation. We provide a timing estimate after reviewing completed documents and service scope.
Request a free initial consultation. We will contact you to arrange a call about your situation, services, and pricing. Specific tax advice is provided under an engagement.