Tax preparation in Dana Point, CA
Dana Point (pop. 34,181) has 59 credentialed tax preparers — about 17.3 per 10,000 residents.
Credentialed preparers
59
26 CPAs · 6 EAs · 1 attorneys
Returns filed
13,790
IRS SOI, ZIP-level
Avg. AGI per return
$177,707
Avg. refund
$4,801
49% of returns get one
Self-employment share
23.6%
returns w/ Schedule C income
Use a paid preparer
67%
share of local returns
Free prep returns (VITA)
120
IRS-assisted filings
Need tax help in Dana Point?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
67% of Dana Point filers already use a paid preparer — see if it makes sense for you.
Tax services in Dana Point
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 |
|---|---|---|---|---|---|
| 92629 | 13,790 | $177,707 | $4,801 | 23.6% | 67% |
Credentialed preparers in Dana Point
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| Mel H Abraham Inc | CPA | 92629 | (805) 578-1515 |
| Helen Alexander, EA | EA · AFSP | 92629 | 562-413-2231 |
| LEVEL ADVISORS, INC.site | CPA | 92629 | 949-404-4986 |
| Alvarez & Companysite | CPA | 92629 | (949) 497-3371 |
| FOCI Consulting | Other | 92629 | 9499733207 |
| Fileboard Intelligence Inc. | Other | 92629 | (949) 874-6799 |
| JOSEPH BEVACQUA | CPA | 92629 | — |
| The Bressette Companies | EA | 92629 | (714) 435-9875 |
| The Bressette Companies | SRTP · AFSP | 92629-0668 | (714) 435-9875 |
| BRC AND ASSOCIATES, INC | CPA | 92629 | 949-689-5283 |
| Kathleen Chisholm | CPA | 92629 | (949) 463-6495 |
| Columbus Accountancy Corporation | CPA | 92629 | 9494975200 |
FAQ
How many tax preparers are in Dana Point?
The IRS lists 59 credentialed tax preparers in Dana Point, CA — including 26 CPAs, 6 enrolled agents, and 1 tax attorneys.
What's the average tax refund in Dana Point?
Returns filed from Dana Point ZIP codes average a refund of $4,801, and roughly 49% 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.