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Personal Tax Planning and Tax Services
with Chatterton & Associates

Focused and Dedicated Tax Planning to Maximize Your Savings Opportunities 

Chatterton integrates tax planning with retirement and estate needs to ensure your financial well-being is at its best. When your Enrolled Agent or CPA works directly with your financial advisors, they can advise each other on the best ways to minimize your tax burden, while maximizing your wealth and estate planning opportunities.

Schedule a Complimentary Consultation


Our Comprehensive Tax Offerings for Individuals


Individual Tax Returns

By consistently and thoroughly planning, we help you recognize potential tax savings and avoid unnecessary taxes. 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

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IRS Audit Assistance

If you are facing tax levies, audit notices, or have unfiled tax returns, we can represent you. With the help of our Enrolled Agents, we will analyze your situation and promise to give you an honest assessment and a path to recovery, with services including:

  • Tax levy, lien, or wage garnishment
  • Tax debt
  • Unfiled tax returns
  • Audit notices
  • Penalty Abatement
  • IRS Seizures

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Tax Reduction and Projection Strategy Meetings

 A well-thought-out tax plan is a plan in which projections are done years in advance, then followed up with year by year, so we have the chance to discover problems or opportunities before it is too late. This allows you to save money by minimizing your tax burden.

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How Tax Planning Benefits Your Financial Goals

At Chatterton & Associates, our Enrolled Agents and CPAs are dedicated to helping you work toward a better financial future. Efficient tax planning allows you to be strategic with your investments and contributions, giving you the opportunity to minimize your tax liability.

Meet Our Tax Planning Team:

Melissa Carter


Scott Lee

Certified Public Accountant

Justin Carr

Enrolled Agent

Our team of tax professionals create a tax preparation plan tailored to your company that includes your federal, state, and local income taxes, 1099s, and more. We ensure your business stays compliant and up to date with any tax law changes. When bookkeepers, CPAs and CERTIFIED FINANCIAL PLANNER™ professionals collaborate, it often minimizes taxes, cuts expenses, increases revenue and profits, and can improve business valuation and increase shareholder value.

Our CERTIFIED FINANCIAL PLANNER™ professionals can also help you with your 401k plan investment options as well as your investment returns, and help you assess your risks. Our services can be focused especially for planning and cash flow analysis for workers close to retirement.

Meet Our Team

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 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.

Frequently Asked Questions

A tax projection is an essential part of tax and wealth planning that could potentially save you thousands of dollars in taxes. Our tax professionals run multiple scenarios to see which strategy would be best for your personal financial situation.

We prepare 1040 individual and joint tax returns, 1041 trust tax returns, and S and C Corp tax returns.

Your choice of tax advantage accounts depends on your personal financial situation. At Chatterton & Associates, our tax professionals collaborate with our financial advisors to ensure you are maximizing your wealth opportunities and tax savings.

Get Started with Tax Planning for Your Financial Future

Contact us for a complimentary consultation and see what tax savings opportunities are available to you.

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