WHO WE SERVE · MEDICAL & PROFESSIONAL PRACTICES
Accounting and tax for Rancho Santa Margarita medical and professional practices
Keep your own tax preparation in step with the practice's return. Brent Tucker, CPA, prepares business and owner returns and monthly financial statements for Rancho Santa Margarita medical and professional practices in California.
Sound familiar?
More owners, more entities, more returns.
As a practice adds partners or separate entities, the filings multiply. The practice’s returns are coordinated with each owner’s return.
You need a clearer view of how the practice is performing.
Monthly statements show what comes in, what it costs to run the practice, and what remains — explained in plain terms.
A major decision is on the horizon.
A new provider, new equipment, a second location. Talk it through with Brent before you commit, with the tax consequences in view.
Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.
How we help.
Monthly accounting
Current books and financial statements.
Business and owner returns
Prepared together.
Services and starting prices.
- 01
Accounting + Tax + Planning
From $900/moMonthly 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
- 02
Monthly Accounting
From $400/moTransaction categorization, account reconciliations, financial statements and regular accounting support.
- 03
Tax Preparation
From $300Individual returns (federal and one state) from $300; business returns from $750.
Starting prices. Your scope and price are agreed in writing before work begins.
Work directly with Brent.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
Brent has served medical and professional-services clients throughout his career, at a boutique firm and at a large national accounting and advisory firm.
Brent Tucker is a CPA licensed in Michigan and serves clients in other states under applicable CPA mobility provisions.
More about BrentRancho Santa Margarita at a glance
30
physician offices with paid employees in the ZIP codes 92679 and 92688 that serve Rancho Santa Margarita
Source: U.S. Census Bureau, ZIP Code Business Patterns 2023
Tax offices for Rancho Santa Margarita medical practices
City of Rancho Santa Margarita Finance Department
City business tax and licenses.
22112 El Paseo Rancho Santa Margarita, CA 92688
Phone 949-635-1800
Orange County Treasurer-Tax Collector
County property tax collection.
601 North Ross Street, Santa Ana, CA 92701
Phone (714) 834-3411
California Franchise Tax Board (income tax)
State tax and revenue agency.
Phone 800-852-5711
IRS Taxpayer Assistance Center - Lake Forest
Federal tax help in person.
25520 Commercentre Drive, Lake Forest, CA 92630
Phone (949) 638-7000
Orange County, California, is the county for Rancho Santa Margarita. City of Rancho Santa Margarita Finance Department is the city office for local taxes, and Orange County Treasurer-Tax Collector collects property tax.
California Franchise Tax Board (income tax) is the state listing, and IRS Taxpayer Assistance Center - Lake Forest is the federal one. Brent prepares business and owner returns together for small practices and keeps monthly financial statements.
Source: each office's official website, checked October 16, 2026.
GET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online