Tax Services Designed for YOU.

Personalized tax preparation for students, individuals, and small business owners.

Founding Client Pricing Available for a Limited Time

⭐

Founding Client Pricing Available for a Limited Time ⭐

📅 Schedule a Consultation

📅 Schedule a Consultation

Filters

Free 15–20 Minute Consultation

‼️

ALL NEW CLIENTS MUST COMPLETE A CONSULTATION BEFORE TAX PREPARATION BEGINS

‼️

Schedule a complimentary 15–20 minute consultation with Perez Tax Services to discuss your tax situation, ask questions, and determine which service best fits your needs.

Whether you’re filing taxes for the first time, need help understanding tax documents, have questions about self-employment income, or simply want guidance through the process, we’re here to help.

There is no obligation to purchase services following your consultation.

During Your Consultation, We Can Discuss:

📞 Your tax filing needs

🎓 Student, first-time filer, and young professional tax questions

💼 Individual and self-employment tax situations

📚 Tax education and general guidance

💰 Service pricing, deposits, and next steps

What Happens Next?

  1. Book your free consultation.

  2. Complete the intake form.

  3. Receive confirmation from Perez Tax Services.

  4. Meet virtually to discuss your tax situation.

  5. If you decide to move forward, any required deposit will be discussed and applied toward your final service fee.

⏱️ Response Time: Within 1–3 business days

Final Step

✅ Add this consultation to your cart and complete checkout to reserve your appointment.

$0.00
Student Tax Return Deposit

Designed specifically for college students, recent graduates, and first-time filers.

This service includes preparation and filing of your Federal and California tax returns, review of W-2 and 1099 forms, and guidance throughout the filing process.

Whether you’re working part-time, completing an internship, receiving scholarships, or filing taxes for the first time, Perez Tax Services is here to help make the process simple, affordable, and stress-free.

Founding Client Service Rate: $50 (Regularly $75)

Deposit Required Today: $15 (Regularly $25)

Remaining Balance Due Before Filing: $35

Deposit Policy: Deposits are applied toward your final service fee and may be refunded if tax preparation work has not yet begun. Once tax preparation services have commenced, deposits become non-refundable.

⭐ Founding Client Promotion Available for a Limited Time

$15.00 $25.00
Sale
Individual Tax Return Deposit

Designed for working professionals, families, and individuals seeking reliable tax preparation services.

This deposit secures your Individual Tax Return service and will be applied toward your final service fee.

Your tax preparation service includes preparation and filing of your Federal and California tax returns, review of tax documents, and personalized guidance throughout the filing process.

Whether you have income from employment, investments, retirement benefits, or multiple sources of income, Perez Tax Services is committed to providing accurate, affordable, and stress-free tax preparation tailored to your unique situation.

Deposit Amount Today: $25 (Regularly $35)

Founding Client Service Rate: $75 (Regularly $100)

Remaining Balance Due Before Filing: $50

Deposit Policy: Deposits are applied toward your final service fee and may be refunded if tax preparation work has not yet begun. Once tax preparation services have commenced, deposits become non-refundable.

⭐ Founding Client Promotion Available for a Limited Time

$25.00 $35.00
Sale
Self-Employment/Small Business Tax Return Deposit

Designed for freelancers, independent contractors, gig workers, entrepreneurs, and small business owners.

This deposit secures your Self-Employment / Small Business Tax Return service and will be applied toward your final service fee.

Your tax preparation service includes preparation and filing of your Federal and California tax returns, review of self-employment income and business expenses, Schedule C preparation, and guidance on common deductions available to business owners.

Whether you drive for Uber or DoorDash, sell products online, create content, freelance, operate a side business, or manage a growing small business, Perez Tax Services is here to help you navigate tax season with confidence.

We work to identify eligible deductions, organize your tax information, and ensure your return is prepared accurately while helping you better understand the tax side of running a business.

Deposit Amount Today: $40 (Regularly $50)

Founding Client Service Rate: $110 (Regularly $150)

Remaining Balance Due Before Filing: $70

Deposit Policy: Deposits are applied toward your final service fee and may be refunded if tax preparation work has not yet begun. Once tax preparation services have commenced, deposits become non-refundable.

⭐ Founding Client Promotion Available for a Limited Time

$40.00 $50.00
Sale

No results found

No results match your search. Try removing a few filters.

Frequently Asked Questions

  • Perez Tax Services provides federal and California tax return preparation for students, individuals, freelancers, independent contractors, and small business owners. We also offer tax education and guidance to help clients better understand their tax obligations.

  • Getting started is simple. Select the service that best fits your needs, complete the intake form, and we’ll contact you to discuss your situation and next steps.

  • Perez Tax Services was founded with a mission to make taxes more affordable, understandable, and accessible—especially for students, young professionals, and first-time filers. We focus on personalized service, transparent pricing, and helping clients learn throughout the process.

  • You can reach us through our contact form, by email, or through our social media channels. We strive to respond to all inquiries as quickly as possible.

  • We believe in transparent pricing with no hidden fees. Pricing varies based on the complexity of your tax situation, and starting prices are listed on our services page. Free consultations are available to help determine the best service for your needs.

  • Our process is designed to be simple, professional, and stress-free. We take the time to understand your situation, answer questions, and provide guidance throughout the filing process. Whether you’re filing for the first time or managing self-employment income, we’re here to help every step of the way!

  • Yes. Perez Tax Services is operated by a CTEC Certified Tax Preparer authorized to prepare California income tax returns.

  • Absolutely. Helping first-time filers understand taxes is one of our primary goals. We strive to make the process easy to understand and approachable.

  • Requirements vary by situation, but common documents include:

    • Government-issued ID

    • Social Security Number

    • W-2 Forms

    • 1099 Forms

    • Previous year’s tax return (if available)

  • Payment is typically collected right before filing your return. Any deposit paid is applied toward your final service fee.

  • Yes, only if tax preparation work hasn’t yet begun.

Have a question? Send us a message and we’ll respond within 1–2 business days.