Jackson Hewitt Tax Service
★★★★★ (581 reviews)26502 Towne Centre Dr, Lake Forest, CA 92610
(951) 324-5818
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/ca/lake-forest/26502-towne-centre-dr/52218?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=52218
Hours: {}
Mayorga Professional Services LLC
★★★★★ (110 reviews)23331 El Toro Rd Ste 201, Lake Forest, CA 92630
(949) 380-1080
Website: www.maypros.com
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–6 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}
H&R Block
★★★★½ (95 reviews)22361 El Toro Rd, Lake Forest, CA 92630
(949) 587-1873
Website: www.hrblock.com/tax-office-near-me/california/lake-forest/6469/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
Gul CPA
★★★★★ (29 reviews)26459 Rancho Pkwy S, Lake Forest, CA 92630
(714) 340-9629
Website: gjtaxcpa.com
Hours: {"Friday":["10 AM–1 PM"],"Monday":["10 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–4 PM"],"Tuesday":["10 AM–4 PM"],"Wednesday":["10 AM–4 PM"]}
Hawkins & Hawkins Tax Services
★★★★★ (19 reviews)23591 El Toro Rd Suite 150, Lake Forest, CA 92630
(949) 997-2022
Website: hawkinshawkinstaxservices.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Hal Brand, CPA Accountancy Corporation
★★★★½ (15 reviews)26479 Rancho Pkwy S, Lake Forest, CA 92630
(949) 586-8311
Website: www.halbrandcpa.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Adrianna's Tax Services
★★★★★ (8 reviews)24601 Raymond Way Suite 11A, Lake Forest, CA 92630
(657) 624-0581
Hours: {"Friday":["10 AM–8:30 PM"],"Monday":["10 AM–8:30 PM"],"Saturday":["10 AM–6 PM"],"Sunday":["Closed"],"Thursday":["10 AM–8:30 PM"],"Tuesday":["10 AM–8:30 PM"],"Wednesday":["10 AM–8:30 PM"]}
SCOR TAX SERVICES DIV.
★★★★★ (7 reviews)23331 El Toro Rd STE 205 Suite 205, Lake Forest, CA 92630
(949) 348-9888
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["11 AM–2 PM"],"Sunday":["9 AM–5 PM"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
IRS tax payer service center
★★★★½ (8 reviews)25520 Commercentre Dr, Lake Forest, CA 92630
(844) 545-5640
Hours: {}
Bud Weythman CPA Inc
★★★★★ (5 reviews)25691 Atlantic Ocean Dr # B9, Lake Forest, CA 92630
(949) 215-2550
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Kannoth & Associates CPA, Inc.
★★★★★ (5 reviews)25221 Longwood Ln, Lake Forest, CA 92630
(732) 895-5530
Website: kannothcpa.com/contact
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["8 AM–6 PM"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
DH Tax & Accounting, Inc.
★★★½☆ (6 reviews)22365 El Toro Rd #188, Lake Forest, CA 92630
(949) 586-6225
Website: dhtaxacct.com
Hours: {"Friday":["10 AM–6 PM"],"Monday":["10 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–6 PM"],"Tuesday":["10 AM–6 PM"],"Wednesday":["10 AM–6 PM"]}
Fleming & Co., CPAs
★★★★☆ (5 reviews)23665 Birtcher Dr, Lake Forest, CA 92630
(949) 586-8002
Website: cparus.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Ideal Accounting and Tax Services, CPA
★★★★★ (4 reviews)23591 El Toro Rd #140, Lake Forest, CA 92630
(949) 800-6008
Website: www.idealaccountingtaxservices.com
Hours: {"Friday":["10 AM–3 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}
GGtax
★★★★★ (3 reviews)26033 Fallbrook, Lake Forest, CA 92630
(949) 391-8811
Website: www.ggtax.us
Hours: {"Friday":["8:30 AM–6 PM"],"Monday":["8:30 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–6 PM"],"Tuesday":["8:30 AM–6 PM"],"Wednesday":["8:30 AM–6 PM"]}
Checks & Balances Solutions, LLC
★★★★★ (3 reviews)23861 El Toro Rd #703, Lake Forest, CA 92630
(949) 209-9956
Website: checksandbalancessolutions.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Warn Dennis
★★★★★ (2 reviews)22600 Lambert St # 702A, Lake Forest, CA 92630
(949) 470-9233
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Almich & Associates
★★★½☆ (2 reviews)26463 Rancho Pkwy S, Lake Forest, CA 92630
(949) 600-7550
Website: www.almichcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
J K Bookkeeping
★★★☆☆ (2 reviews)20381 Lake Forest Dr ste b-7, Lake Forest, CA 92630
(949) 305-6218
Hours: {}
The Tax Technician
★★★★★ (1 reviews)23025 El Caballo St, Lake Forest, CA 92630
(949) 412-9344
Website: www.thetaxtechnician.com
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 AM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
Neeru Business Services
★★★★★ (1 reviews)23361 El Toro Rd STE 207, Lake Forest, CA 92630
(949) 387-5175
Website: neerubiztax.com
Hours: {}
Wachtler Tax Services
★★★★★ (1 reviews)25691 Atlantic Ocean Dr, Lake Forest, CA 92630
(714) 836-6223
Hours: {}
M Blank & Co: Blank M M CPA
★★★★★ (1 reviews)23705 Birtcher Dr, Lake Forest, CA 92630
(949) 830-5231
Website: www.blankcpa.com
Hours: {"Friday":["7 AM–7 PM"],"Monday":["7 AM–7 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["7 AM–7 PM"],"Tuesday":["7 AM–7 PM"],"Wednesday":["7 AM–7 PM"]}
Agle Travis CPA
★★★★★ (1 reviews)22600 Lambert St #803, Lake Forest, CA 92630
(949) 951-8088
Hours: {"Friday":["Closed"],"Monday":["8 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–4 PM"],"Tuesday":["8 AM–4 PM"],"Wednesday":["8 AM–4 PM"]}
Conrad LLP
★★★★★ (1 reviews)23161 Lake Center Dr #200, Lake Forest, CA 92630
(949) 552-7700
Website: www.conradllp.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
Vernon CPA & Company
★☆☆☆☆ (1 reviews)22792 Centre Dr Suite 106, Lake Forest, CA 92630
(949) 215-6466
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}
A Bookkeeping & Tax Services
23591 El Toro Rd #106, Lake Forest, CA 92630
(949) 305-0750
Hours: {"Friday":["9 AM–4 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–3 PM"],"Wednesday":["9 AM–4 PM"]}
Lake Forest Tax Attorney
23792 Rockfield Blvd, Lake Forest, CA 92630
(714) 706-1313
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
JB Tax & Accounting Consulting Group
21721 Lake Forest Dr, Lake Forest, CA 92630
(949) 537-9329
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["8 AM–6 PM"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
About Tax Preparers in Lake Forest, CA
Finding the right tax preparer in Lake Forest, California, starts with understanding the local landscape. Lake Forest is home to a mix of corporate headquarters, tech firms, and small businesses, along with a large residential community. This means residents often juggle multiple income streams—from W-2 wages and rental properties to freelance or remote work. A local tax professional familiar with Orange County’s housing market and California’s specific state tax rules can help you stay compliant while maximizing deductions.
You might need a tax preparer if your situation goes beyond a simple single-job return. Common reasons include starting a side business, buying or selling a home, receiving stock options, or managing an investment portfolio. Even life events like marriage, divorce, or a child’s college education can change your tax picture. A preparer can help you navigate these changes without overlooking important credits or deadlines.
BeforeTaxUSA.com makes it easy to compare qualified tax professionals in Lake Forest. You can filter by credentials, services offered, and client reviews to find someone who matches your needs. Whether you’re a longtime resident or new to the area, having a reliable preparer gives you confidence during tax season.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email [email protected].