Tax preparation in Santa Ana, CA
Santa Ana (pop. 310,227) has 792 credentialed tax preparers — about 25.5 per 10,000 residents.
Credentialed preparers
792
69 CPAs · 71 EAs · 8 attorneys
Returns filed
153,830
IRS SOI, ZIP-level
Avg. AGI per return
$69,147
Avg. refund
$2,781
68% of returns get one
Self-employment share
17.4%
returns w/ Schedule C income
Use a paid preparer
76%
share of local returns
Free prep returns (VITA)
1,100
IRS-assisted filings
Need tax help in Santa Ana?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
76% of Santa Ana filers already use a paid preparer — see if it makes sense for you.
Tax services in Santa Ana
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
Credentialed preparers in Santa Ana
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| TEPA Insurance | SRTP · AFSP | 92704 | 714-850-9979 |
| ACA Financial Group Inc. | CAA · AFSP | 92701 | 714-724-3500 |
| Aguilar Income Tax, Inc. | SRTP | 92701 | 714-265-0609 |
| Aguilar Income Tax Inc. | SRTP | 92701 | 714-265-0609 |
| 123 Income Tax Inc | SRTP · AFSP | 92706 | 714-554-5716 |
| Veronica's Income Tax | SRTP · AFSP | 92705-3840 | 714 654-1393 |
| Aguilar Income Tax Services | SRTP · AFSP | 92706 | (714) 805-3443 |
| MAGDALENA AGUILAR | Other | 92703 | 714-605-3764 |
| Teresa Aguillon | SRTP | 92701 | 714-658-4357 |
| AGUILLON INCOMETAX SERVICES | SRTP | 92704 | (714) 910-1054 |
| 123 incometax | SRTP | 92705 | 7145600627 |
| NESTOR AGUIRRE | Other | 92701 | — |
FAQ
How many tax preparers are in Santa Ana?
The IRS lists 792 credentialed tax preparers in Santa Ana, CA — including 69 CPAs, 71 enrolled agents, and 8 tax attorneys.
What's the average tax refund in Santa Ana?
Returns filed from Santa Ana ZIP codes average a refund of $2,781, and roughly 68% 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.