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In Office and Remote

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Tax Preparation Service

Tel: (949) 584-2578

Make an appointment with Tax Attorney Abtin Barzin

Fill out a Tax Organizer

Bring with you the following

Prior tax returns
Income documents for the year such as 1099 MISC, W-2, K-1
14 months of bank and credit card statements (Dec prior, Jan through Dec, and Jan next)
Download 12 months of transactions via qbo or excel format
Financial statements including profit and loss statement, balance sheet, general ledger, trial balance

Can’t make it to the office? Work remotely with Tax Attorney Abtin Barzin