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Whittier Tax Preparation 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. Whether you prefer the convenience of digital communication or the personal touch of face-to-face interaction, our clients can conveniently email, fax, mail, or personally visit our offices. We understand that every taxpayer’s situation is unique, which is why we take a personalized approach to every return we prepare.
Mike Habib, EA tax firm prepares various types of income tax returns, ranging from simple W-2 wage earner returns to complex multi-state filings that require specialized knowledge and attention to detail. Our practice handles individual returns, business returns for sole proprietors, partnerships, S-corporations, and C-corporations, as well as trust and estate filings. With over 20 years of corporate finance experience, including executive roles at major corporations, Mike brings a depth of understanding to tax preparation that goes far beyond basic compliance.
Staying Ahead of Tax Law Changes
We are dedicated to keeping clients abreast of the latest tax law changes, planning strategies, and vital tax-related information. The tax code is a constantly evolving landscape, with new legislation, IRS guidance, and regulatory changes emerging throughout the year. What applied to your tax situation last year may have changed significantly, potentially affecting your deductions, credits, and overall tax liability.
Our commitment to continuing education and professional development ensures that you receive advice based on the most current tax provisions. Whether Congress has enacted new tax legislation, the IRS has issued updated guidance on cryptocurrency reporting, or California has modified its conformity to federal tax law, we stay informed so you can make confident decisions about your financial future. This proactive approach to tax knowledge allows us to identify planning opportunities that others might miss and help you avoid costly mistakes before they happen.
Your Comprehensive Tax Organizer
Our Tax Organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. This comprehensive document guides you through the information-gathering process, ensuring that no deduction goes unclaimed and no important detail is overlooked. The organizer prompts you to consider items you might otherwise forget, from charitable contributions and medical expenses to home office deductions and investment transactions.
The organizer is usually revised annually to be compatible with the ever-changing tax laws. Each year, we update the document to reflect new reporting requirements, changed deduction thresholds, and updated tax brackets. The Tax Organizer currently posted below is primarily for the 2025 tax year, although it can be used for other years with appropriate adjustments. This flexibility ensures that whether you are filing a current return or addressing a prior year situation, you have a reliable framework for organizing your tax information.
The organizers can be downloaded to your computer where you can fill in and save the information until you have completed collecting all of your documentation. This digital format allows you to work at your own pace, adding information as you receive W-2s, 1099s, K-1s, and other tax documents throughout the filing season. After you have completed it, please forward the organizer, whether printed or digitally, to our office for immediate service.
Expertise Across Complex Tax Situations
Our practice specializes in handling tax situations that require more than basic preparation skills. Multi-state returns demand careful attention to sourcing rules, residency determinations, and state-specific credits that can significantly impact your overall tax burden. Whether you work remotely for an out-of-state employer, own rental property in multiple jurisdictions, or have relocated during the tax year, we have the expertise to navigate these complexities efficiently.
For business owners, we provide comprehensive support including S-corporation reasonable compensation analysis, retirement plan contribution optimization, and strategic timing of income and deductions. Investors benefit from our deep understanding of capital gains strategies, qualified opportunity zone investments, and the nuances of cryptocurrency taxation. We also serve Americans living overseas, addressing the unique challenges of foreign income exclusions, foreign tax credits, and FBAR reporting requirements.
Beyond Tax Preparation: Year-Round Partnership
While tax preparation is the foundation of any tax practice, we view our role as a year-round partnership focused on your financial wellbeing. Tax planning should not be a once-a-year activity confined to the filing season. Strategic decisions made throughout the year regarding retirement contributions, estimated tax payments, business purchases, and investment timing can dramatically affect your tax outcome. We encourage clients to reach out before making significant financial decisions so we can help evaluate the tax implications.
Should you face an IRS notice, audit, or other tax problem, our specialized focus on tax representation means you have immediate access to experienced help. Unlike large accounting firms where you might pay premium hourly rates and work primarily with junior staff, our boutique model ensures you receive direct attention from an experienced Enrolled Agent who understands your situation and can advocate effectively on your behalf before the IRS, California Franchise Tax Board, Employment Development Department, and other tax authorities.
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
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
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