Plan for a return with several income sources
Mraz Tax Solutions LLC works with San Clemente individuals and small business owners remotely and by appointment at our Rancho Santa Margarita office. We prepare federal and state returns and review how wages, business income, investments, rentals, and retirement distributions affect the filing.
If you own property or have moved between states, bring the purchase or sale records, prior depreciation schedules, and residency dates relevant to your situation. If you are drawing retirement income, account distributions and withholding records help us review the return and potential estimated-payment needs.
Learn about our rental tax services, retirement tax services, and business preparation.
San Clemente document options
After engagement, we will provide access to our secure client portal for uploading tax documents. San Clemente is within our document pickup service area. A signed engagement agreement is required before pickup, and availability, timing, and the additional fee are agreed in advance.
Office visits are by appointment. We accept tax-document drop-offs after a signed engagement agreement and by prior arrangement in Rancho Santa Margarita.
Approval before filing
We generally review your draft return with you. If you prefer to review it independently or cannot meet, we provide a draft and answer questions. We file after you approve the return and e-sign the required filing authorization.
We estimate timing after reviewing completed documents and scope. Ongoing tax advice is provided under engagement terms, and quarterly planning meetings are available for a separate fee outside preparation.
Request a free initial consultation. We will contact you to arrange a call about your situation, scope, and pricing. Specific tax advice is provided under an engagement.