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 families locally in Irvine and nationwide through secure remote service. If you want accurate, professional preparation — not a discount assembly line — you’re in the right place.
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W-2 Employees
Employees receiving a W-2 from one or more employers. Includes full-time, part-time, and seasonal workers at any income level.
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1099 Contractors
Freelancers, gig workers, independent contractors, and sole proprietors. If you received a 1099-NEC or 1099-K, this is you.
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Rental Property Owners
Individuals with one or more rental properties. Includes long-term rentals, short-term (Airbnb), and properties with mixed personal use.
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Investors
Individuals with brokerage accounts, stock sales, dividends, or capital gains. Includes crypto transactions reportable as property sales.
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
📌 When in doubt, bring it. It’s easier to set a document aside than to discover something is missing mid-preparation. If you received any tax form this year — income, retirement, health coverage, interest, dividends — bring it. If you have unfiled prior-year returns or foreign income, disclose that upfront so we can prepare your return correctly.
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
Upload directly from your phone or computer via our secure client portal. No printing, no scanning, no fax. Available 24/7. Recommended.
Send scanned documents or photos directly to info@capitaltaxreturns.com. Clear photos taken in good lighting are acceptable for most documents.
Call or Text
Reach Irini directly at (949) 954-2400. We can walk you through the upload process or schedule a virtual drop-off if preferred.
🔒 All document transmissions are 256-bit encrypted via the TaxWise® secure platform. Your financial information is never stored on unsecured servers.
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
Payment is due after your return is prepared and reviewed — and before it is filed. You will know the exact fee before authorizing anything. Nothing is submitted until you approve.
How to Pay
We accept cash, check, Zelle, and major credit or debit cards. Remote clients can pay securely online prior to e-file submission. No payment is ever deducted from your refund.
Refund Disclaimer
Refund amounts are determined entirely by tax law and your financial situation — not by us. We do not guarantee specific refund outcomes. Our job is accuracy, not inflated expectations.
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
Upload your documents via secure portal, email, or call us directly. We confirm receipt and review for completeness before work begins.
Review & Questions
Irini reviews your documents and may follow up with questions. If anything is missing or unclear, we contact you before proceeding — not after.
Preparation
Your return is prepared carefully, reviewed for accuracy, and checked against current tax law. This typically takes 3–5 business days from receipt of complete documents.
Review & Approve
We walk you through your return before filing — reviewing the numbers, explaining what changed, and answering questions. You sign the e-file authorization and confirm the fee.
Filed & Done
Your return is submitted to the IRS and state agency. You receive confirmation of acceptance. The IRS typically issues refunds within 21 days of e-file acceptance via direct deposit.
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.