Tax preparation in Aliso Viejo, CA
Aliso Viejo (pop. 50,195) has 103 credentialed tax preparers — about 20.5 per 10,000 residents.
Credentialed preparers
103
32 CPAs · 20 EAs · 1 attorneys
Returns filed
25,340
IRS SOI, ZIP-level
Avg. AGI per return
$135,927
Avg. refund
$3,178
57% of returns get one
Self-employment share
21.3%
returns w/ Schedule C income
Use a paid preparer
58%
share of local returns
Free prep returns (VITA)
130
IRS-assisted filings
Need tax help in Aliso Viejo?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
58% of Aliso Viejo filers already use a paid preparer — see if it makes sense for you.
Tax services in Aliso Viejo
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
| ZIP | Returns | Avg AGI | Avg Refund | Self-emp. | Paid preparer |
|---|---|---|---|---|---|
| 92656 | 25,340 | $135,927 | $3,178 | 21.3% | 58% |
Credentialed preparers in Aliso Viejo
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Guild Accounting | CPA | 92656 | — |
| Farrah Abzakh | Other | 92656 | — |
| Lilas Al Khayat | Other | 92656 | — |
| Alsonna Tax consulting LLC | EA | 92656 | (949) 339-0405 |
| Lavoignet CPA | Other | 92656-5358 | — |
| 8X Tax Services | SRTP · AFSP | 92656 | — |
| Donna Averill | Other | 92656 | — |
| Pacific Tax | Other | 92656 | 949-273-3956 |
| Jason W Bennett, CPA, APC | CPA | 92656 | (714) 272-3189 |
| RGC Tax Preparation Service | Other | 92656 | 9493156044 |
| Chisholm & Kline, CPA's | CPA | 92656 | 949-362-0222 |
| Peter J. Crowhurst MST, EA | EA · AFSP | 92656 | — |
FAQ
How many tax preparers are in Aliso Viejo?
The IRS lists 103 credentialed tax preparers in Aliso Viejo, CA — including 32 CPAs, 20 enrolled agents, and 1 tax attorneys.
What's the average tax refund in Aliso Viejo?
Returns filed from Aliso Viejo ZIP codes average a refund of $3,178, and roughly 57% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.