Individual Tax Planning and Preparation

Individual Income Tax Planning

Individual income tax planning by Loughlin & Associates. We will prepare your individual income tax returns. If you are contacted by any government agency concerning your income tax matters, we will represent you and provide all the necessary documentation and do the negotiations.

Loughlin & Associates provides superior income tax preparation along with friendly customer service. We take the guesswork out of income tax preparation because we not only prepare and file your income taxes accurately but we also make ourselves available to answer tax questions for our clients. Our firm cares deeply about the financial well-being of our clients rather than just focusing on tax compliance. We provide cost-effective tax preparation and planning services. We also provide business tax planning and preparation services (click here).

Federal Filings:

  • Individual Tax Return Preparation (Forms 1040, 1040NR)
  • LLC and Partnership Tax Return Preparation (Form 1065)
  • Trust Tax Return Preparation (Form 1041)

California Filings:

  • Individual Tax Return Preparation (Form 540)
  • LLC and Partnership Tax Return Preparation (Form 565)
  • Trust Tax Return Preparation (Form 541)


Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall financial strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We continually monitor any changes in the tax law that could affect you and recommend effective tax-saving strategies.

Where We Provide Service

We welcome clients in Los Angeles County and Orange County, California, including the cities of Long Beach, Irvine, Newport Beach, Huntington Beach, Los Alamitos, Seal Beach, Cypress, Garden Grove, Fountain Valley, Costa Mesa, Westminster, Torrance, Pasadena, Whittier, Cerritos, Lakewood and surrounding communities.

For information on your Federal income tax filing, click here. For more information on California income tax filing, click here.