Whittier Tax Preparation Service

We are dedicated to keeping clients abreast of the latest tax law changes, planning strategies and vital tax-related information.

Our Tax Organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. The organizer is usually revised annually to be compatible with the ever-changing tax laws. The Tax organizer currently posted below is primarily for the 2023 tax year, although it can be used for other years.

The organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information. After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service.

Income Tax Preparation Done Right

Your tax preparation needs are handled with care and expertise at our boutique tax firm located in Whittier, California. Our clients can conveniently email, fax, mail or personally come to our offices.

Mike Habib, EA tax firm prepares various types of income tax returns, varying from simple returns to complex multi-state returns. Here is a summary of our services:

Individual 1040 income tax preparation : we professionally prepare 1040 returns and various state returns, our clients are assured that their deductions are carefully accounted for and their returns are accurate. Our clients have various occupations, and with our occupation specific deduction finder tax organizer, clients make sure all their deductions are on the return.

Business income tax preparation – 1120, 1120S, 1065 : whether you are a newly formed business, or a seasoned business, we can help you in many ways. Our business clients benefit from our attention to detail, competitive fees, flexible hours and our year-round service. Clients are provided a business tax organizer that helps captures all their expenses, deductions and legally minimize their taxes.

Estate, trust and gift tax return preparation – 1041, 706, 709 : we offer professional estate, trust and gift tax return preparation and planning, for both federal and all states. We assist our clients by looking for post-mortem planning opportunities that may save their estate significant tax expense. Even though a federal estate tax return may not be due, post-mortem planning should be considered to help ease the tax liability of the surviving spouse’s estate.

Call our office today to get a free confidential income tax evaluation at 562-204-6700 or our toll free tax helpline at 877-788-2937.

The tax firm of Mike Habib, EA in Whittier California provides income tax preparation services for individual and business clients throughout Southern California including Norwalk, Santa Fe Springs, Downey, Pico Rivera, Montebello, Hacienda Heights, La Habra Heights, West Covina, La Habra, Brea, Fullerton, Yorba Linda, Cerritos, La Mirada, Lakewood, Anaheim, Santa Ana, Long Beach, Compton, Torrance, Los Angeles, Pasadena, Beverly Hills, Santa Monica and throughout Los Angeles County, Orange County, Corona, San Bernardino County, Riverside County, the Inland Empire, the San Fernando Valley and the San Gabriel Valley.

Tax Organizer – Business Entities

Individual, Personal Tax Organizer – Itemized Deduction

Individual, Personal Tax Organizer – Basic

Agreement as to Nature and Scope of Tax Services Engagement

Clergy Tax Service

Tax Planning Services

Individual Tax Preparation – Personal Tax Preparation Tips for Wage Earners & Freelancers

Business Tax Preparation – Tax Preparation Tips for Small Businesses

Short Period Tax Returns: Requirements and Qualifications for Corporations

Enrolled Agent or CPA for Tax Preparation – Everything You Need to Know

1041 Trust Tax Preparation: A Comprehensive Guide