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Income Tax Return Filing Services

Serving Orange County, CA & Surrounding Areas

To maximize your individual tax return refund, tax planning is an essential component. The tax professionals at Chatterton & Associates will help you look your entire financial picture, helping you save time and money.

How Chatterton’s tax team can help: 

  • Knowledge and experience to answer complicated tax questions.
  • Yearly tax projections to ensure you’re receiving potential benefits and/or avoiding unnecessary tax burdens.
  • Efficient and effective communication with financial advisors and estate attorneys.
  • Available via phone, virtually, or in person.



Why hire a professional to do your taxes?

Taxes can be complicated. Depending on your personal situation, hiring a tax professional allows you to ensure that no tax savings opportunities are missed, and that you also aren’t paying more in taxes than you need to. Mistakes on tax returns can be costly – especially if they lead to an IRS audit! Chatterton’s enrolled agents and CPAs will review your tax information thoroughly and help answer any questions that you may have.

We can assist you with:

  • 1040 Tax Returns or Federal Tax Returns
  • Amended Tax Returns
  • Out of State & Multi-State Returns
  • Trust and Estate Returns
  • Gift Tax Returns

Looking for Business Tax Returns? Let us help!

Serving Orange County and Surrounding Areas

We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their estate planning needs. If you live or operate in or near any of the following cities, we’re here for you:

  • Anaheim
  • Yorba Linda
  • Santa Ana
  • Tustin
  • & Surrounding Areas

Ready to File Your Taxes with Chatterton & Associates?

From a simple W-2 to a more complicated return, Chatterton & Associates can help ensure that you’re maximizing your tax refund opportunities. Contact us today for a complimentary consultation.

Check the background of this firm/advisor on FINRA’s BrokerCheck.