Tax preparation / Coachella Valley
Your return deserves
the full picture.
Tax preparation for individuals, business owners, and real estate investors who want careful work and clear explanations. Work directly with Nick Loucas, CPA, from your first questions through filing.
Over a decade of experience at CPA firms in the Coachella Valley.
Who I help
Support for the details that make taxes more involved.
01 / INDIVIDUALS
More than a W-2.
Self-employment, investment income, multiple income sources, and changes in your financial life. Bring the full situation into the conversation.
02 / BUSINESSES
Your business and your return.
Preparation for sole proprietors, partnerships, S corporations, and C corporations, with attention to the books and owner-level tax considerations.
03 / REAL ESTATE
Rental income, clearly handled.
Help organizing the tax picture around rental activity, property expenses, and transactions. Discuss your records and any changes before preparation begins.
Thoughtful preparation
Understand the return you’re signing.
I take time to understand your income, records, and questions. We address missing information, review the results, and discuss relevant next steps.
Tax planning supports the preparation process: estimated payments, upcoming changes, and opportunities to discuss before the next filing season.
Questions before we start
Can you help if I’m changing CPAs?
Yes. Start with a conversation. I’ll explain which prior returns and supporting records to request so we can establish a clear starting point.
What if my bookkeeping isn’t ready?
We’ll review the condition of your records and discuss any bookkeeping or cleanup work needed before preparing the return. That scope is agreed separately.
How much does tax preparation cost?
Fees depend on the return’s complexity, the number of filings, and the condition of your records. We’ll discuss the scope and fee before work begins.
Do you prepare trust returns?
Trust tax return preparation is also available. Contact Nick to discuss the trust, the records available, and the filing assistance needed.
Let’s talk about what you need.
Start with a short conversation about your taxes or books. I’ll help you understand the next step.