Individual Tax Prep
Virtual Tax Office – Virtual or Phone Appointments – Secure Document Portal
Virtual Convenience, Local Care: Individual Tax Preparation in Menifee
Work seamlessly via our secure, encrypted client portal. (Limited in-home appointments are available upon request for clients within our local travel radius).
1. Meet Your Preparer
We start with a quick, zero-obligation consultation to understand your tax situation and provide an upfront quote based on the forms and schedules your return requires.
2. Secure Upload
Receive a private invite to your dedicated Drake client portal. Upload your W-2s, 1099s, and tax documents from any smartphone or computer with 256-bit encryption.
3. Thorough Review
We review your files, optimize your deductions, and walk you through your finalized return virtually.
4. E-Sign & E-File
Approve and sign your return digitally through the portal. We e-file directly with the IRS and the California Franchise Tax Board.
Specialized Expertise for Complex Tax Scenarios
No two tax returns look the same. We have hands-on experience handling specialized personal, investment, and California-specific tax situations:
Retirement & Social Security
Form 1099-R reporting, Social Security benefit taxation, required minimum distributions (RMDs), and retirement withdrawal optimization.
Equity Compensation & Investments
Stock sales, Form 1099-B cost basis adjustments, and complex equity tracking: RSUs, ESPPs, and ISOs.
Cryptocurrency & Digital Assets
Tracking capital gains/losses, staking rewards, transfers, and accurate IRS digital asset compliance.
Rental Properties & Real Estate
Depreciation schedules, rental income/expenses, multi-unit properties, and passive activity limitations.
Self-Employed & Single-Member LLCs
Schedule C income/expense write-offs, home office deductions, self-employment tax, and quarterly estimated tax planning.
Farming & Agriculture
Farm income and deductions (Schedule F), equipment depreciation, fuel tax credits, and agricultural provisions.
California Cannabis Tax Returns
Compliant tax filing and state reporting for individuals and sole operators in California’s regulated cannabis space.
Don’t See Your Exact Situation?
Every tax return is unique. We are here to help you navigate your specific tax needs securely and accurately.
Schedule a Free ConsultationTransparent, Tiered Pricing
Simple Returns
Starting at
- Standard W-2
- Student 1098-T
- Tip Reporting
- EITC Filings
Investor & Multi-Income
Starting at
- Itemized Deductions
- W-2 + 1099 Income
- Stock Sales & RSUs
- Basic Crypto
Advanced & Business
Starting at
- Self-Employed (Schedule C)
- Rental Properties
- High-Volume Crypto/Stock
- Farming & Cannabis
Messy receipts? We offer professional bookkeeping as an add-on service to organize your records before filing. Provide an itemized list of your total expenses, or let us handle the math for you.
Learn About Our Bookkeeping Services →🗓️ Late Filing & Off-Season Pricing
To ensure strict compliance with IRS Circular 230 ethical guidelines, we regulate our workload during peak deadlines. Pricing automatically adjusts after April 1st based on capacity and timing:
- April 2 – April 15 (Peak Deadline) +$250
-
May 1 – Sept 30 (Off-Season)
e.g., Simple Returns start at $350 +$100 -
Oct 1 – Oct 15 (Extension Peak)
e.g., Simple Returns start at $600 +$350
🤝 Friends & Family Discount
We grow our business through the trust of our clients. When you refer friends and family to Menifee Tax Prep, we reward you directly on your next tax bill.
- Per Successful Referral 10% OFF
- Maximum Discount Allowed Up to 50% OFF
You can refer up to 5 people to cut your preparation fees in half, effectively offsetting any seasonal or late-filing adjustments!
*Pricing & Fee Disclaimer: All listed prices are base rates (“Starting at”) for standard preparation. Final fees are determined by the complexity of the return, the number of required schedules, additional state filings, and the organization of your financial records. A firm, upfront quote will be provided during your free consultation before any work begins.
*Deadline & Capacity Surcharges: To maintain strict ethical and compliance standards during peak volume periods, seasonal price increases (Late Filing, Off-Season, and Extension Peak) are enforced based on the date all required tax documents are successfully uploaded and received by our office, not the date of initial contact or consultation.
*Client Referral Reward Terms: A “successful referral” is defined as a new, first-time client who completes their tax return preparation and pays their invoice in full. Discounts are applied to the referring client’s next tax preparation invoice, maxing out at 50% off the total preparation fee. Discounts cannot be retroactively applied to past invoices and hold no cash value.
© 2026 Menifee Tax Prep LLC. All services subject to signed engagement letter.