Capital Tax Returns · Irvine, CA
Start Here
Everything you need to know before your appointment — who we serve, what to bring, how to submit your documents, and what to expect from start to finish.
Step One
Who This Is For
We work with individuals and small business owners across Orange County who want accurate, professional tax preparation — not a discount assembly line.
👔
W-2 Employees
💼
1099 Contractors
🏠
Rental Property Owners
📈
Investors
Step Two
What to Bring
Bring what applies to your situation. When in doubt, bring it — it’s always easier to set something aside than to discover you’re missing a document.
📋 Always Required
- Photo ID (driver’s license or passport)
- Social Security card or ITIN letter
- Prior year tax return (if available)
- Bank routing & account number for direct deposit
💰 Employment & Income
- W-2(s) from all employers
- 1099-NEC / 1099-K (freelance or gig income)
- 1099-G (unemployment benefits)
- SSA-1099 (Social Security benefits)
- 1099-R (retirement / pension distributions)
🧾 Self-Employed / Business
- All 1099-NEC and 1099-K forms
- Business income summary or bank statements
- All business expense receipts by category
- Mileage log (date, destination, purpose, miles)
- Home office sq ft (if claiming deduction)
🏡 Deductions & Credits
- Form 1098 (mortgage interest statement)
- Property tax bill
- Charitable donation receipts (itemized)
- Medical expenses: doctor, dental, vision, premiums
- 1098-T / 1098-E (tuition & student loan interest)
📊 Investments
- 1099-B (brokerage / stock sales)
- 1099-DIV (dividends)
- 1099-INT (interest income)
- Cost basis / purchase price for sold securities
🏘️ Rental Property
- Total rent received (all 12 months)
- Receipts: repairs, maintenance, management fees
- Form 1098 (mortgage interest on rental)
- Property tax bill
- Insurance premiums and HOA fees
Step Three
How to Submit Your Documents
Three ways to get your documents to us — all secure. Pick what works best for you.
TaxWise Mobile
Call or Text
Step Four
Payment Policy
No surprises. We confirm pricing upfront and you’ll know exactly what you owe before we file anything.
When Payment Is Due
How to Pay
Refund Disclaimer
What Happens Next
What to Expect
From the moment you send your documents to the day your return is filed — here’s exactly how it works.
Submit Documents
Review & Questions
Preparation
Review & Approve
Filed & Done
Ready to Get Started?
Reach out today — by phone, contact form, or secure document upload. Irini will get back to you promptly.
We do not guarantee specific refund amounts. Information on this site is for general informational purposes only. Document transmission is encrypted via the TaxWise® secure platform.
Frequently Asked Tax Questions
Straight answers. No confusion. No guesswork.
The IRS typically issues refunds within 21 days after e-file acceptance. Direct deposit is fastest. Paper checks may take longer.
No. Refund amounts are determined strictly by tax law and your financial situation. We ensure accuracy — not inflated expectations.
We can file an amended return (Form 1040-X) if necessary. Contact us immediately so we can evaluate the correction.
If you are self-employed and use part of your home exclusively and regularly for business, you may qualify for the home office deduction.
Yes. We use 256-bit encrypted transmission via TaxWise® secure platform. Your data is protected.