Capital Tax Returns · Rancho Santa Margarita, California
Plain-English tax resources
Guides and first steps to help you prepare for a conversation with Irini. They are educational, not advice about your specific return.
Book a Free Consultation (opens in a new tab) Call or text (949) 954-2400
Tax resources, without the noise Tax information is easier to use when it is organized around a real next step. Pick a topic, read what applies, then book a free consultation if you want to talk through your own situation.
Getting started
Start here
How working with Irini begins and what to expect.
What happens after you book
From the free consultation to filing, step by step.
Sending documents safely
What to keep out of email and text, and why.
What documents to bring
A general guide to what is useful to gather.
Document checklist builder
Pick your situation, then tick off, print or save a checklist.
How pricing works
Fee confirmed first, payment after review.
Tax preparation FAQ
Quick answers to common questions.
Free and low-cost help
VITA, free filing tools, and paying later.
Document checklists
Self-employed and 1099
Income, expense categories and mileage for a clean Schedule C.
Rental property owners
Rent, expenses and property details for a rental return.
Investments
Statements and basis records for sales, dividends and digital assets.
Catching up, correcting and responding
Missed several years?
Penalties, the three-year refund window and how to catch up.
Need to correct a filed return?
Time limits, processing and when an amendment is worthwhile.
Received an IRS notice?
A calm first-24-hours checklist.
Self-employed and paying during the year
How estimated tax payments work.
Understanding your forms and your situation
Tax forms explained
What W-2, 1099 and 1098 forms report.
Social Security and retirement income
SSA-1099, 1099-R and when benefits are taxable.
Paying for school
Education credits and Form 1098-T.
Life changes
Marriage, divorce, a new baby or a move.
Choosing a preparer
IRS-based questions to ask before you hire.
Working with Irini
Remote preparation
Questions about working by phone and video.
In-person preparation
What to expect when you prefer to meet locally.
Articles
Longer reads on taxes, credits and common misconceptions.
Use resources safely
- Use a guide to make a list of questions, not to make a rushed filing decision.
- Check the linked IRS or California source when a deadline, form or rule matters to you.
- Do not put Social Security numbers, account details or tax documents into a website form, email or text.
- After you become a client, Irini gives you instructions for sharing records.
Tax rules and filing dates can change. Pages that explain tax rules link to the IRS source they rely on.
Want a person to talk it through?
Bring your questions to a free, no-pressure consultation.
Book a Free Consultation (opens in a new tab) Call or text (949) 954-2400