Accounting and tax for real estate in Dana Point, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Dana Point at a glance

• 107

  real estate firms with paid employees in the ZIP codes 92624 and 92629 that serve Dana Point

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 13%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 9.2

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Dana Point real estate businesses

• Orange County Treasurer-Tax Collector

  County property tax collection.

  601 North Ross Street, Santa Ana, CA 92701

  Phone (714) 834-3411

  Official website

• Orange County Assessor

  County property assessment.

  500 S. Main Street, Orange, CA 92868

  Phone (714) 834-2727

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - Lake Forest

  Federal tax help in person.

  25520 Commercentre Drive, Lake Forest, CA 92630

  Phone (949) 638-7000

  Official website

Brent Tucker, CPA, keeps reconciled books for each rental and prepares the returns that carry rental and royalty income for Dana Point real estate clients.

A rough proxy from IRS Statistics of Income ZIP code data is an estimate that 13% of returns filed from ZIP codes 92624 and 92629 show rental or royalty income.

Census ZIP Code Business Patterns 2023 counts 107 real estate firms in those ZIP codes. In Orange County, California, the Orange County Treasurer-Tax Collector collects property tax and the Orange County Assessor assesses property.

The California Franchise Tax Board (income tax) covers the state, and the IRS Taxpayer Assistance Center - Lake Forest the federal level.

Source: each office's official website, checked October 16, 2026.