Individual Tax Returns
W-2, dependent, credit, education, retirement, and common deduction filing support.
CTEC certified tax preparer | PTIN holder
The Tax Solution Income Tax
Tax preparation, bookkeeping, and cleanup support for individuals, families, self-employed filers, and small business owners in Huntington Beach.
- Income tax preparation
- Monthly bookkeeping
- Messy books cleanup
- $100 referral bonus
Tax preparation focused
Prepared with care, filed with confidence.
Get organized filing support built around clear communication, accurate documents, and practical next steps.
Self-Employed Filers
Help organizing income, expenses, mileage, Schedule C details, and quarterly planning.
Small Business Support
Clean records, categorized expenses, and tax-ready reports for small business owners.
Notice Review
Friendly review of tax letters, missing documents, and follow-up items before you respond.
Monthly bookkeeping
Five packages that grow with your business.
Click a plan to see what happens after you choose it. Start with basic monthly help, then add deeper reporting and advisory support as your books grow.
Basic Help
Starter Ledger
$150/mo
- Monthly income and expense categorizing
- One bank or card account
- Basic monthly summary
- Email support for simple questions
You send your monthly statements, and we organize the basics so your books are easier to read and tax time feels less stressful.
More Coverage
Organized Books
$275/mo
- Everything in Starter Ledger
- Up to three bank or card accounts
- Monthly reconciliation
- Profit and loss report
Each month, your accounts are matched, reconciled, and summarized so you can see income, expenses, and business activity clearly.
Popular
Business Ready
$450/mo
- Everything in Organized Books
- Accounts receivable and payable tracking
- Quarterly tax estimate check-in
- Monthly bookkeeping review call
You get cleaner records plus a monthly review, so we can catch questions early and help keep the business ready for tax estimates.
Higher Detail
Growth Books
$700/mo
- Everything in Business Ready
- Class, job, or location tracking
- Payroll coordination support
- Cash flow and expense trend report
Your bookkeeping gets more detailed reporting, payroll coordination, and cash flow insight so you can make better business decisions.
Most Complete
Premium Advisory
$950/mo
- Everything in Growth Books
- Monthly tax planning conversation
- Custom management reports
- Priority support and year-end prep
Tax document checklist
Bring what applies. We will help organize the rest.
Use this checklist before your appointment so your return or bookkeeping cleanup can move faster.
Personal Info
- Photo ID for taxpayer and spouse
- Social Security cards or ITIN letters
- Prior-year tax return if available
- Dependent information and school records
Income
- W-2 and 1099 forms
- Self-employment income records
- Unemployment, retirement, or Social Security statements
- Rental, investment, or marketplace income
Deductions & Credits
- Childcare and education expenses
- Mortgage interest and property taxes
- Medical, charity, and retirement records
- Energy, EV, or other credit documents
Business Records
- Bank and credit card statements
- Receipts, mileage, and expense categories
- Payroll or contractor payment records
- Accounting software access if needed
One-time cleanup
Messy books from the year? Get them tax-ready.
For businesses with disorganized bookkeeping, cleanup is available as a one-time service to categorize transactions, reconcile accounts, and prepare clearer reports before tax time. Call to get a quote based on how much work is needed.
Messy books cleanup
Call for a quote
Call for Cleanup Quote
How it works
A simple process from documents to done.
Share your documents
Bring tax forms, ID, prior-year return, income details, and business records.
Review and prepare
Your return or books are reviewed carefully, with questions handled clearly.
File and plan ahead
Finish your filing and leave with cleaner records for the next tax season.
Referral bonus
Send a friend, earn $100.
Refer someone to The Tax Solution Income Tax and receive a $100 bonus when they become a paid client. It is a simple thank-you for helping more people get organized for tax time.
Frequently asked questions
Answers before your appointment.
Do I need an appointment?
Appointments are recommended so your documents can be reviewed with enough time and attention.
Can you help if my bookkeeping is behind?
Yes. Messy books cleanup is available by quote based on the number of accounts, months, and transactions involved.
Do you work with self-employed filers?
Yes. Support is available for 1099 income, Schedule C details, mileage, expenses, and quarterly estimate planning.
What does CTEC certified mean?
It means the tax preparer has met California Tax Education Council registration requirements for paid tax preparation.
How does the $100 referral bonus work?
Refer someone to The Tax Solution Income Tax and receive a $100 bonus when that person becomes a paid client.
Visit us
Find The Tax Solution Income Tax in Huntington Beach.
6042 Warner Avenue, Huntington Beach, CA 92647. Open Monday through Saturday from 9am to 9pm.
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Ready for tax prep or better books?
Send an appointment request through Gmail, or call directly for faster help.
Address: 6042 Warner Avenue, Huntington Beach, CA 92647
Phone: (714) 390-0620 (714) 360-6582
Email: thetaxsolutionincometax@gmail.com
Service area: Huntington Beach and surrounding areas
Availability: Monday - Saturday, 9am - 9pm
Credentials: CTEC certified | PTIN holder