Personal Tax Preparation (Virtual)
Meet by phone or FaceTime and submit your documents before the appointment.
Book nowSanta Ana tax preparation
Bring the details.
We’ll help organize the rest.
Prepare for your tax appointment with practical, profession-specific organizers and clear next steps from a local office.
Meet your tax professional
Meet Susan S. Vasquez
Personal attention, practical guidance, and an organized approach to tax preparation.
Preparing taxes since 1997, Susan serves individuals, families, and small-business owners through the Professional Office of Susana Quintanilla. Her goal is to make every appointment feel clear, comfortable, and well prepared.
Service is available in English and Spanish, with tax preparation and notary services.
Office services
Practical support for individuals and small businesses
Consultation
Personal guidance for tax-related or other financial questions, concerns, and next steps.
Book nowCorrespondence Assistance — Returning Clients
Assistance with IRS, state, or other correspondence and related issues.
Book nowCorrespondence Assistance — New Clients
Review of IRS or state notices and the documentation connected with them.
Book nowForm W-7 ITIN Application or Renewal
Assistance for first-time filers and others applying for or renewing an Individual Taxpayer Identification Number.
Book nowSelf-Employed / Business Income Tax Preparation
Federal and state preparation for business owners and 1099 earners, including corresponding schedules.
Book nowPersonal Income Tax Preparation
Federal and state individual return preparation, including applicable schedules and itemized forms.
Book nowNotary Services
Convenient notarial services available through the office. Call ahead for availability.
Call the officePrices shown are estimates from the Square service menu and may vary based on the return or work required.
Refund tracking
Check your refund status
Use the official government websites below to check the status of your federal or California income tax refund.
Federal refund
Internal Revenue Service
Have your Social Security number or ITIN, filing status, tax year, and exact refund amount ready.
Check federal refund on IRS.govCalifornia refund
Franchise Tax Board
Have your Social Security number, ZIP Code, exact refund amount, and the numbers in your mailing address ready.
Check California refund on FTB.ca.govYour privacy: These buttons open official government websites in a new tab. This office website does not collect or store the information you enter there.
Prepare for your appointment
What to bring to your tax appointment
Use this checklist to gather the documents that apply to you. Bringing complete records helps make your appointment smoother and reduces follow-up.
For every client
Income, family, and deduction records
- Photo ID for taxpayer and spouse
- Social Security or ITIN cards and birthdates for taxpayer, spouse, and dependents
- All W-2s and 1099s, including retirement, Social Security, investment, and self-employment forms
- Form 1095-A if anyone had Marketplace health coverage
- Mortgage interest Form 1098 and property-tax statements
- Vehicle registration statements for each vehicle
- Student-loan interest Form 1098-E and tuition Form 1098-T
- Childcare provider name, address, tax ID, and amount paid
- Closing or refinance statements for property transactions
- Estimated-tax payment records and applicable deduction worksheets with receipts
- Bank routing and account information for direct deposit, brought securely
New clients also bring
Prior-year and carryover information
- Federal and California tax returns for the previous two years
- Prior depreciation schedules, carryovers, K-1s, and business basis records, if applicable
- Current IRS Identity Protection PIN letters for anyone listed on the return
- If a prior return is unavailable, the prior-year California refund or balance paid
- Any IRS or California Franchise Tax Board notices
Protect your information: Bring sensitive documents to the office securely. Do not email or enter Social Security numbers, bank account numbers, or tax documents on this website.
Printable deduction-list library
Choose the worksheet that fits your work
Open a blank worksheet, print it, write in your annual totals, and bring it to your appointment.
No organizers match that search. Choose the General Schedule C organizer or contact the office.
Professional Office of Susana QuintanillaTax Preparation & Notary Public
17221 E 17th Street, Suite D, Santa Ana, CA 92705
714-568-0225 · www.sqtaxes.com
Printable tax preparation worksheet
Open the PDF, then print it or save it to your device. Write in your annual totals and bring it to your tax appointment.
Client information
Client name
Tax year
Phone
Email
Expense categories
Write annual totals on the linesQuestions to review
Notes for your preparer
Include unusual events, reimbursements, major purchases, or questions.
This organizer is a record-gathering aid, not tax advice. An expense must satisfy applicable federal and California rules, and personal expenses are generally not deductible. Keep receipts and supporting records. Do not enter Social Security numbers, bank information, or upload tax documents here.
Appointments
Choose a time that works for you
Use our secure Square booking page to view available appointment times and schedule your visit.
Professional Office of Susana Quintanilla17221 E 17th Street, Suite D
Santa Ana, CA 92705Office: 714-568-0225
Santa Ana, CA 92705Office: 714-568-0225
Online scheduling with Square
Ready to schedule?
Select your service, date, and available time directly through Square Appointments.
View available appointmentsYou’ll continue to Square to complete your booking.
Contact the office
Questions before you begin?
Call or email the office for help choosing the right organizer or preparing for your appointment.
Office714-568-0225
Emailsqtaxes@yahoo.com
Instagram@sqtaxes
Fax866-928-3625
Visit17221 E 17th Street, Suite D
Santa Ana, CA 92705
Santa Ana, CA 92705