400 Ramona Avenue, Suite 106, Corona, CA 92879
400 Ramona Avenue, Suite 106, Corona, CA 92879
Accurate and compliant tax filing to maximize savings. Grace and team help individuals file their personal income tax returns accurately, maximize deductions, and ensure compliance with federal and state tax laws. This includes gathering taxpayer information, filing the appropriate tax forms, tax planning/strategy, and audit support.
Expert support in audits, disputes, and negotiations with the IRS and other tax agencies. We provide this service to ensure compliance, resolve tax issues, and protect clients' rights.
Personal income tax preparation for individuals and families in Corona, CA and throughout Riverside County. Grace S. Clark, CPA has been handling personal income tax preparation since 2009, and every return we file gets close personal attention rather than a rushed pass through software.
Good tax preparation starts before the forms do. We begin by reviewing your prior-year return, your current-year documents, and any changes in your circumstances: a new job, a home purchase or sale, a marriage or divorce, a new child, a retirement distribution, or income from a side business. Those changes are where deductions get missed. Once we have a complete picture, we prepare your federal and California personal income tax returns, walk you through the result before anything is filed, and then file electronically.
Our personal income tax clients include employees with straightforward W-2 returns, self-employed professionals and sole proprietors, landlords with rental property, retirees managing Social Security and retirement distributions, and licensed professionals. If your return touches a trust or an estate, our trust and fiduciary accounting work covers that side as well.
Filing a return records decisions you already made. Planning changes the outcome. We meet with clients during the year to review estimated payments, retirement contributions, payroll withholding, the timing of income and deductions, and the tax effect of a major purchase or sale. Business owners can pair personal income tax preparation with our business accounting and corporate taxes services so both returns are built from one consistent set of numbers.
An agency letter is not automatically bad news, but it does carry a deadline. As a Certified Public Accountant, Grace can represent you before the IRS and the California Franchise Tax Board, responding to notices, substantiating deductions, and negotiating payment arrangements when a balance is owed. Clients whose returns were prepared elsewhere are welcome to bring a notice in for review.
Read the summary of your return before you sign it. If a number surprises you, ask. It is far easier to explain a figure now than to amend the return later.
If you owe, ask about your payment options, including whether an IRS installment agreement makes sense for you and what it costs. If you are due a refund, both the IRS and the California Franchise Tax Board let you track its status online.
Bring last year’s return, your current W-2s and 1099s, records of deductible expenses, closing statements for any property bought or sold, and any correspondence from a tax agency. Our helpful links page points to the official IRS and Franchise Tax Board resources if you would like to check a refund status or download a form first. You can also read more about Grace and our team or review our full range of accounting and tax services. When you are ready to schedule, our contact information is one click away.
Current-year forms and deadlines come from the IRS and the California Franchise Tax Board, and you can check a federal refund with the IRS refund tracker.
Send us your information and we will get in touch with you within 48 hours.
Grace S. Clark, CPA. All rights reserved. 2025
