H&R Block
★★★★½ (88 reviews)22411 Antonio Pkwy Ste C110, Rancho Santa Margarita, CA 92688
(949) 635-9482
Website: www.hrblock.com/tax-office-near-me/california/rancho-sta-margarita/6466/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}
Mraz Tax Solutions LLC
★★★★★ (34 reviews)30021 Tomas #300, Rancho Santa Margarita, CA 92688
(949) 432-6729
Website: www.mraztax.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["9 AM–5 PM"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
PlushStone Advisory, Tax, & Accountancy
★★★★★ (16 reviews)22521 Avenida Empresa Suite 105, Rancho Santa Margarita, CA 92688
(949) 455-5353
Website: plushstonecpa.com
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"]}
Streamline Solutions & Services
★★★★½ (15 reviews)29851 Aventura #80790, Rancho Santa Margarita, CA 92688
(949) 701-1216
Website: streamlinesolutionsandservices.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}
Analilia's Income Tax Services
★★★★★ (13 reviews)29 Twilight Ln, Rancho Santa Margarita, CA 92688
(949) 351-6826
Hours: {"Friday":["3:30–9 PM"],"Monday":["3:30–9 PM"],"Saturday":["9 AM–9 PM"],"Sunday":["9 AM–9 PM"],"Thursday":["3:30–9 PM"],"Tuesday":["3:30–9 PM"],"Wednesday":["3:30–9 PM"]}
Oak Haven Tax & Accounting
★★★★★ (12 reviews)30021 Tomas, Rancho Santa Margarita, CA 92688
(949) 966-0011
Website: www.oakhaventax.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"]}
Ankit Consulting Services
★★★★★ (8 reviews)30211 Avenida de las Banderas # 200, Rancho Santa Margarita, CA 92688
(949) 683-3034
Website: ankitjcpa.com
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["8 AM–6 PM"],"Sunday":["8 AM–6 PM"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
Barnett & Company, Inc. - Certified Public Accountants
★★★★☆ (8 reviews)30212 Tomas STE 200, Rancho Santa Margarita, CA 92688
(949) 266-3040
Website: www.bcicpa.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"]}
Spann & Associates
★★★★½ (5 reviews)22431 Antonio Pkwy B160 #434, Rancho Santa Margarita, CA 92688
(714) 870-6278
Website: www.spanncpa.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"]}
Martin Milas CPA
★★★☆☆ (6 reviews)10 Vía Taliana, Rancho Santa Margarita, CA 92688
(949) 858-3714
Hours: {"Friday":["10 AM–6 PM"],"Monday":["10 AM–6 PM"],"Saturday":["10 AM–6 PM"],"Sunday":["10 AM–6 PM"],"Thursday":["10 AM–6 PM"],"Tuesday":["10 AM–6 PM"],"Wednesday":["10 AM–6 PM"]}
Ernest G Vining CPA
★★★★★ (3 reviews)Rancho Santa Margarita, CA 92688
(949) 766-9876
Website: ernestviningcpa.com
Hours: {"Friday":["11 AM–7 PM"],"Monday":["11 AM–7 PM"],"Saturday":["11 AM–7 PM"],"Sunday":["11 AM–7 PM"],"Thursday":["11 AM–7 PM"],"Tuesday":["11 AM–7 PM"],"Wednesday":["11 AM–7 PM"]}
Lipinski & Associates
★★★★★ (2 reviews)30021 Tomas #300, Rancho Santa Margarita, CA 92688
(949) 932-0095
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"]}
Kaufman Business Solutions
★★★★★ (1 reviews)29811 Santa Margarita Pkwy Ste 500, Rancho Santa Margarita, CA 92688
(949) 770-2125
Website: www.kaufmanbiz.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"]}
Anthony B. Terreri Accountancy Corporation
★★★★★ (1 reviews)22342 Avenida Empresa Ste 280, Rancho Santa Margarita, CA 92688
(949) 713-9640
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"]}
Business Tax Preparation
30212 Tomas, Rancho Santa Margarita, CA 92688
(866) 676-9417
Website: businesstaxpreparation.com/contact-us
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
Paul F Spann CPA
30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688
(714) 870-6278
Website: www.spanncpa.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"]}
Russell J Baldwin Accounting
4 Madrona, Rancho Santa Margarita, CA 92688
(949) 589-7532
Hours: {}
Little & Ponce CPAs, LLP
31441 Santa Margarita Pkwy A-205, Rancho Santa Margarita, CA 92688
(714) 458-7880
Hours: {"Friday":["8 AM–6 PM"],"Monday":["8 AM–6 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}
BCH Consulting
30212 Tomas Ste. 200 B, Rancho Santa Margarita, CA 92688
(949) 954-8133
Website: bchconsulting.net
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["9 AM–12 PM"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
CFOCrew
30021 Tomas #300, Rancho Santa Margarita, CA 92688
(949) 236-7575
Website: www.cfocrew.com
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"]}
HLS Tax Relief Attorneys
30211 Avenida de las Banderas suite 320, Rancho Santa Margarita, CA 92688
(949) 623-6235
Website: taxresolutiongroup.net
Hours: {"Friday":["Open 24 hours"],"Monday":["Open 24 hours"],"Saturday":["Open 24 hours"],"Sunday":["Open 24 hours"],"Thursday":["Open 24 hours"],"Tuesday":["Open 24 hours"],"Wednesday":["Open 24 hours"]}
eTargeting
29829 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688
(949) 713-1410
Website: www.etargeting.com
Hours: {}
About Tax Preparers in Rancho Santa Margarita, CA
Rancho Santa Margarita is a master-planned community in Orange County with a strong mix of small businesses, tech firms, and retail operations. Its economy relies heavily on professional services, healthcare, and local commerce, which means many residents face complex tax situations—from freelance income to investment gains or home office deductions.
Whether you run a local business in the Santa Margarita Business Park, work remotely for a larger firm, or own rental property in the area, a qualified tax preparer can help you navigate filing requirements and identify potential savings. Even straightforward returns benefit from a professional review, especially with California’s state tax rules adding extra layers of complexity.
BeforeTaxUSA.com helps you find experienced tax preparers in Rancho Santa Margarita who understand local tax issues. Compare options based on credentials, services offered, and client reviews to find a professional who fits your needs.
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].