Personal Tax Preparation (Virtual)
Meet by phone or FaceTime and submit your documents before the appointment.
Book nowSanta Ana tax preparation
Prepare for your tax appointment with practical, profession-specific organizers and clear next steps from a local office.
Meet your tax professional
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
Meet by phone or FaceTime and submit your documents before the appointment.
Book nowPersonal guidance for tax-related or other financial questions, concerns, and next steps.
Book nowAssistance with IRS, state, or other correspondence and related issues.
Book nowReview of IRS or state notices and the documentation connected with them.
Book nowAssistance for first-time filers and others applying for or renewing an Individual Taxpayer Identification Number.
Book nowFederal and state preparation for business owners and 1099 earners, including corresponding schedules.
Book nowFederal and state individual return preparation, including applicable schedules and itemized forms.
Book nowConvenient 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
Use the official government websites below to check the status of your federal or California income tax refund.
Federal refund
Have your Social Security number or ITIN, filing status, tax year, and exact refund amount ready.
Check federal refund on IRS.govCalifornia refund
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.
Online organizer library
Fill it out in your browser, save a private draft on your device, or print it for your appointment.
No organizers match that search. Choose the General Schedule C organizer or contact the office.
Tax preparation worksheet
Appointments
Use our secure Square booking page to view available appointment times and schedule your visit.
Online scheduling with Square
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
Call or email the office for help choosing the right organizer or preparing for your appointment.