Welcome to San Juan Financial, Ltd.
As Enrolled Agents with years of experience, Patricia Kappen and Bill Stewart at San Juan Financial, LTD. work to maximize your tax savings with professional tax preparation services. San Juan Financial, LTD. is located in San Juan Capistrano, CA and specializes in all areas of taxation, including corporate, estate, individual, partnership and federal, local and state taxes.
We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As Enrolled Agents, we adhere to certain ethical standards and codes of professional conduct established by the IRS.
We have developed this website to keep you up-to-date with the latest tax law changes and tax planning strategies. Let us simplify your life! Need a copy of your tax return? Get it fast by accessing your documents anytime with our password secure lockbox. Want the latest tax deadlines delivered to your e-mail box? Sign up for our e-mail client newsletter full of valuable tax planning strategies.
You can count on us for professional, timely and reliable services, which include the following:
Tax Preparation & Planning
- Personal & Business Tax Returns
- Estate, Gift & Trust Returns
- Out-of-State & Multi-State Returns
- Payroll & Sales Tax Reporting
- Individual & Business Tax Planning
- Authorized IRS E-file Provider
Tax Problem Assistance
- IRS & State Audit Representation
- Appeals & Collections
- Non-Filers
- Prior-Year or Amended Returns
- Responding to IRS / FTB Inquiries
- Lien & Levy Releases
- Offers in Compromise & Payment Plans
Feel free to contact us by phone -
Patricia Kappen 949- 949-496-1174 or via e-mail:
patti@sanjuanfinancial.com.
Bill Stewart 949-496-3458 or via email:
bill@sanjuanfinancial.comWe look forward to assisting you with all of your tax and financial needs.
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