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Business Tax Planning & Returns Service
with Company Growth in Mind

Serving Orange County and Surrounding Areas


Year-Round Business Tax Planning Services
with Chatterton & Associates

As a business owner, you may feel pulled in several different directions, unable to have the time or energy to focus on crucial financial and tax planning decisions. Unlike most tax preparation firms, we focus on tax planning throughout the year, help you prepare, and keep you on track – answering your concerns and questions whenever you need us. By integrating tax planning advice with wealth management strategies, your business can have multiple avenues for growth.

We look at the past, present, and future to provide strategic tax advice and help take your business where you want it to be.


During tax season

We prepare Schedule C, 1120-S, and 1120-C corporate tax returns. We carefully verify all numbers are entered and in the appropriate location on the tax return.


Have untapped deductions?

Our CPAs review your last year’s corporate tax returns to identify any missed tax reduction opportunities, and help you with a tax efficient entity selection.


Where do you want to be in the future?

Your company’s future taxable income is forecasted to see what your company tax situation is now vs where you might want it to be before the end of year. We can run multiple tax scenarios for your business to help intentionally decide which strategy is right for you.


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!

Meet our Team

Scott Lee – Certified Public Accountant

Scott Lee is a dedicated and focused certified public accountant who is constantly seeking to achieve greater expertise and accomplishment in all of his pursuits. At Chatterton & Associates, Scott is our business and personal tax specialist, integrating ongoing bookkeeping work as part of excellent service to his business tax clients.

Justin Carr- Enrolled 


Justin works on many of our clients’ special projects. He strives to achieve the best results for our clients, whether it’s helping them keep their hard-earned money, or passing on their legacy. He has recently been elected to the Board of Directors for the Orange County Chapter of the California Society of Enrolled Agents (OCCSEA).

Melissa Carter –


Melissa has over 18 years of accounting experience under her belt. Her passion for numbers and excellence is what drives her to complete and take on challenges that come her way. She now shares her passion here at Chatterton & Associates as a Bookkeeper.

Serving Orange County and Surrounding Areas

We’re proud to serve businesses in and around the Orange County area with their tax 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

These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.

Tax Planning for Your Business Today and Tomorrow

We aim to be your trusted business partner. If you need assistance ensuring your business tax returns are filed correctly and that your business remains tax compliant, contact us.

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