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Tax

Trusted Newport Beach-area tax preparation & planning tailored to you

Reliable tax preparation and proactive tax planning for individuals and small businesses in Newport Beach, Irvine, Costa Mesa, and surrounding Orange County communities. We support restaurants, healthcare practices, real estate professionals, and other local businesses with timely, organized tax services.

Taxes are complicated, don’t navigate them alone.

At Padgett Newport Beach, we believe your local accountant should be a true partner in your success, providing clear communication and proactive support throughout the year. We offer tax preparation and tax planning in Newport Beach, CA, backed by the strength of the national Padgett network. Whether you’re filing as an individual or managing taxes for a small business, we help make the process more organized and less stressful.

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Why work with Padgett Newport Beach

Personalized service tailored to you
Our local tax professionals take the time to understand your goals, filing needs, and financial situation so we can provide support that fits your business or household.

Clear communication at every step
We keep you informed throughout the process so you can make confident decisions and stay ahead of deadlines.

Proactive tax strategies
We help identify tax-saving opportunities, improve year-round planning, and reduce surprises when it’s time to file.

IRS and state compliance support
We help you stay compliant with IRS and state tax requirements and can assist when notices, audits, or tax questions arise.

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Tax services in Newport Beach, CA

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Tax preparation & filing

Accurate federal, state, and multi-state tax return preparation for individuals and businesses, including LLCs, S-Corps, C-Corps, and partnerships. We help reduce stress, stay on schedule, and make sure your filing is handled carefully from start to finish.

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Tax planning & strategy

Proactive tax planning for individuals, freelancers, and business owners who want to make smarter financial decisions before deadlines arrive. We help you plan ahead, reduce avoidable liabilities, and keep more of what you earn.

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IRS & state tax compliance

Tax notices and compliance issues can be stressful. We help clients respond to IRS and state correspondence, stay compliant with filing requirements, and navigate audits or tax resolution matters with experienced support.

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Business tax solutions

From entity selection and business structure to payroll tax and sales tax support, we help small businesses stay compliant while building a more efficient tax strategy. Our team can also coordinate with your payroll services and advisory support for a more connected approach.

Illustration of tax-ready financial and bookkeeping support

Tax-ready financial & bookkeeping support

Clean books make tax season easier. We help businesses maintain organized, tax-ready financials in Xero™, improve reporting accuracy, and stay prepared throughout the year with support connected to our accounting services.

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Specialized tax services

We provide specialized tax support for medical practitioners, multi-state businesses, real estate investors, and other business owners with more complex filing and planning needs.

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Get your business deduction checklist

It can be hard to keep track of what you can and can’t deduct when managing a small business in Newport Beach. Download this free checklist to help track common business deductions throughout the year and stay better prepared at tax time.

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Frequently asked questions

We take care of your books for you, so you can get back to the job of running your business and generating profits.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We encourage you to contact us with any questions.

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