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

Client Reviews
Mike has given us peace of mind! He helped negotiate down a large balance and get us on a payment plan that we can afford with no worries! The stress of dealing with the IRS is huge and Mike helped us through it all. The peace of mind is invaluable, thank you Mike! April S.
Mike Habib - Thank you for being so professional and honest and taking care of my brothers IRS situation. We are so relieved it is over and the offer in compromise process went just as you said. Mike is very professional and will give you honest answers to the OIC process and you can really trust him. You won't be sorry you chose him! Joe and Deborah V.
Mike is a true professional. He really came thru for me and my business. Dealing with the IRS is very scary. I'm a small business person who works hard and Mike helped me see that they are not that scary after all. He was always there with the answers I needed and was very good about calling me back which I appreciated since your first reaction is to freak out and ask a million questions. He solved a messy case and worked very hard to resolve it. His rates are VERY reasonable for the amount of work he does! I give him my highest recommendation! Marcie R.
Mike was incredibly responsive to my IRS issues. Once I decided to go with him (after interviewing numerous other tax professionals), he got on the phone with the IRS immediately (as in the same day I signed with him) to squash an impending issue. And he worked directly with them to quickly come to a resolution I am very happy with. I'd highly recommend reaching out to Mike to see if he can help you with any IRS issues. I'm very satisfied! Marshall W.
I’ve seen and heard plenty of commercials on TV and radio for businesses offering tax help. I did my research on many of them only to discover numerous complaints and unresolved tax issues. I found Mike Habib through my own online search and contacted him. He was very professional with great communication, always answering my questions and concerns. Mike resolved my complicated tax problem just as he said he would. I would definitely recommend his services to family and friends. Nancy & Sal V.