Dutton Accountancy specializes in tax preparation services for a wide variety of clients, serving the San Clemente area since 2002.

Among the services we offer are:

  • Individual Tax Return Preparation
  • FREE Electronic Filing with every Tax Return we prepare
  • Small Business Tax Return Preparation
  • Estate, Trusts, and Fiduciary Returns
  • Tax Planning
  • Tax Audits
  • Retirement Planning

Individual Tax Returns

A core specialty of this firm is the preparation of tax returns for individual taxpayers. Each year, we prepare and file about 500 individual Federal, California, and out of state returns. We have knowledge and experience of the special rules that apply to certain taxpayers, such as self-employed, realtors, teachers, sworn personnel, and retirees.

Business Returns

Dutton Accountancy provides business start-up services, Quickbooks support, financial reporting, and IRS Audit representation. We provide full accounting and tax services to small and medium-sized businesses. Accounting services can be provided monthly or quarterly or annually including unlimited discussion of your accounting and business related questions. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared

Trust and Estate Services

Dutton Accountancy has extensive experience in the preparation of Estate and Gift tax returns. We utilize specialized software for the preparation of the tax returns. We work in cooperation with attorneys, investment advisors and directly with individual executors and trustees in this area.

Fiduciary Income Tax Preparation

We are experienced in the preparation of returns for probate estates, simple and complex trusts, charitable remainder annuity and trusts.

Additional Services

Clients receive a Tax Organizer to help in assembling your tax filing information.

  • We will send you reminders for quarterly tax payments.
  • Set up and confirm appointments.
  • Our office is open year round and we are here to serve our clients. We do not close our doors after April 15 like many tax preparation franchises.