To maximize your individual tax return refund, tax planning is an essential component. Our enrolled agents and CPAs at Chatterton & Associates will help you look at your entire financial, 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 to file your taxes? Let us help!
Meet our Team
David Hilliard - Enrolled Agent
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
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).
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.
Serving Orange County and Surrounding Areas
We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their tax return needs. If you live or operate in or near any of the following cities, we’re here for you:
- Yorba Linda
- Santa Ana
- & 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.
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.