Tax preparation in San Clemente, CA

San Clemente (pop. 65,526) has 139 credentialed tax preparers — about 21.2 per 10,000 residents.

Credentialed preparers

139

57 CPAs · 25 EAs · 0 attorneys

Returns filed

31,760

IRS SOI, ZIP-level

Avg. AGI per return

$178,708

Avg. refund

$4,659

53% of returns get one

Self-employment share

22.8%

returns w/ Schedule C income

Use a paid preparer

65%

share of local returns

Free prep returns (VITA)

190

IRS-assisted filings

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65% of San Clemente filers already use a paid preparer — see if it makes sense for you.

Tax services in San Clemente

Filing stats by ZIP code

ZIPReturnsAvg AGIAvg RefundSelf-emp.Paid preparer
9267218,100$155,666$3,87522.8%63%
9267313,660$209,240$5,80322.8%67%

Credentialed preparers in San Clemente

Full directory →

Source: IRS PTIN public data. Listing is informational, not an endorsement.

Name / FirmCredentialZIPPhone
FAYE ADLEA92672—
Morey CPA AssociatesOther92673(714) 606-2380
A&A TAX SERVICEEA · AFSP92672(949) 429-8242
Dennis G. Allen, CPACPA92673-7054(949) 391-5438
Eatons Income Tax servicesEA92673—
BRENDA ANDERSONCPA926729494984595
Arnett CPA Services, IncsiteCPA926729092623364
Aguilar Tax Services LLCSRTP · AFSP92673-28069493949725
DAVID M ATKINSON, INCEA92673(949) 661-1750
Barrist & Barrist, PACPA926739542521234
Barrist and Barrist PACPA926739493881244
EYCPA926725624811032

FAQ

How many tax preparers are in San Clemente?

The IRS lists 139 credentialed tax preparers in San Clemente, CA — including 57 CPAs, 25 enrolled agents, and 0 tax attorneys.

What's the average tax refund in San Clemente?

Returns filed from San Clemente ZIP codes average a refund of $4,659, and roughly 53% 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.

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