Tax preparation in Rancho Santa Margarita, CA
Rancho Santa Margarita (pop. 49,324) has 90 credentialed tax preparers — about 18.2 per 10,000 residents.
Credentialed preparers
90
34 CPAs · 15 EAs · 2 attorneys
Returns filed
21,010
IRS SOI, ZIP-level
Avg. AGI per return
$119,701
Avg. refund
$3,216
59% of returns get one
Self-employment share
19.2%
returns w/ Schedule C income
Use a paid preparer
57%
share of local returns
Free prep returns (VITA)
220
IRS-assisted filings
Need tax help in Rancho Santa Margarita?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
57% of Rancho Santa Margarita filers already use a paid preparer — see if it makes sense for you.
Tax services in Rancho Santa Margarita
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 |
|---|---|---|---|---|---|
| 92688 | 21,010 | $119,701 | $3,216 | 19.2% | 57% |
Credentialed preparers in Rancho Santa Margarita
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| ALICIA AICINENA | Other | 92688-2174 | — |
| VMB | SRTP · AFSP | 92688-1825 | (949) 533-0634 |
| Joohee Bae | EA | 92688 | (678) 863-0665 |
| Ali Bakhtiari | SRTP | 92688 | 949-678-1480 |
| Russell J. Baldwin, E.A. | EA · AFSP | 92688-5406 | (949) 633-6192 |
| Barca Company, Inc. | CPA | 92688-2804 | 9492356933 |
| BARNETT & COMPANY, INC. CERTIFIED PUBLICsite | CPA | 92688-2174 | 9492662959 |
| ANGELA BILLINGSLEY | EA | 92688 | — |
| Joshua Boxer, EA | EA | 92688-2804 | 949-584-0804 |
| Brown Family Tax Group | SRTP | 92688-2514 | 2135005014 |
| Pension Professionals, Inc. | ERPA | 92688-2176 | 9493623650 |
| Prakash Balasubramaniam | SRTP | 92688-1971 | — |
FAQ
How many tax preparers are in Rancho Santa Margarita?
The IRS lists 90 credentialed tax preparers in Rancho Santa Margarita, CA — including 34 CPAs, 15 enrolled agents, and 2 tax attorneys.
What's the average tax refund in Rancho Santa Margarita?
Returns filed from Rancho Santa Margarita ZIP codes average a refund of $3,216, and roughly 59% 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.