Bring your investment, property, and retirement records together
Laguna Niguel clients can work with Mraz Tax Solutions LLC remotely or by appointment at our Rancho Santa Margarita office. We prepare personal and business returns and review the connections between income sources, deductions, and estimated payments.
If you sold investments, received retirement distributions, or own rental property, preparation may require more than the year-end tax forms. Useful records include cost-basis information, prior depreciation schedules, retirement-account basis, and estimated-payment confirmations. We identify the records relevant to your engagement.
Explore our investment income, rental income, and retirement tax services for the types of reporting we review.
A local service with remote document exchange
After engagement, we will provide access to our secure client portal for uploading tax documents. Laguna Niguel is in our pickup service area. Pickup requires a signed engagement agreement, prior arrangement, and an agreed additional fee.
Office visits are by appointment. We accept tax-document drop-offs after a signed engagement agreement and by prior arrangement. Please request an appointment before visiting Rancho Santa Margarita.
Know what your engagement includes
We provide a timing estimate after reviewing completed documents and scope. We generally review your draft return together; a draft for independent review and questions is available if you prefer or cannot meet. Filing follows your approval and e-signature on the required authorization.
Ongoing advice follows the engagement terms. Quarterly planning meetings are available for a separate fee, outside tax return preparation.
Request a free initial consultation. We will contact you to arrange a call covering your situation, scope, and pricing. Specific tax advice is provided under an engagement.