Canyon Tax & Bookeeping Service

Canyon Tax & Bookkeeping is a full-service tax and accounting firm located in the heart of Rancho Santa Margarita, California. Our firm proudly serves not only the local communities of South Orange County but also international clients from locations as far-flung as New Zealand and Poland. Since our founding, we have been dedicated to providing top-quality tax and bookkeeping services tailored to meet the diverse needs of our clients.

About Us

At Canyon Tax & Bookkeeping, we believe that understanding the unique needs of each client is paramount to offering the best service. That's why we take the time to get to know you, ensuring that every client receives a customized tax strategy that considers both individual and business needs. With over two decades of experience in the tax and legal industries, our team of experts is well-equipped to guide you through the often-complex world of taxes.

Our Mission

Our mission is simple: we strive to develop long-lasting, professional, and friendly relationships with every client while maintaining the highest ethical standards. We are proud to serve the residents and businesses of Rancho Santa Margarita and the surrounding communities. Our goal is to carry out our tax and bookkeeping responsibilities with diligence, commitment, and competence.

Services Offered

Canyon Tax & Bookkeeping offers a comprehensive range of tax and bookkeeping services-from tax preparation and planning to bookkeeping and financial management. We proudly serve various clients, including:

• Individuals
• Self-Employed Sole Proprietors
• Small and Medium-Sized Businesses
• Corporations (C, S, and LLC)
• Partnerships
• Trusts and Estates

Our experienced team aims to provide the following benefits:

• Personalized service with a friendly, small-town feel
• Assistance with document organization
• Checklists to ensure nothing is missed
• An opportunity to review and amend previous returns
• Collaboration with CPA firms if needed
• Flexible and convenient hours
• Pick-up and delivery of documents
• Acceptance of VISA and Mastercard

Meet Our Enrolled Agent - Patricia E. Yeckel

Patricia E. Yeckel, EA, BSBA, serves as the President of Canyon Tax & Bookkeeping and has been an Enrolled Agent (EA) since 2002. Patricia earned her Enrolled Agent license after passing a rigorous two-day examination given by the IRS. This exam covers a wide range of taxation topics, as well as procedure and ethics. Enrolled Agents are the only practitioners who have demonstrated technical competence in taxation to the IRS.

As an Enrolled Agent, Patricia specializes in taxation and is authorized to represent taxpayers before the Internal Revenue Service. With over two decades of experience in the tax and legal industries, she has represented thousands of clients in their dealings with the IRS, ensuring they receive the best possible outcomes.

FAQs: Enrolled Agents - The Tax Experts

*What does the term Enrolled Agent (EA) mean?*

An Enrolled Agent is a federally licensed tax practitioner who has demonstrated technical competence in taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals.

*What exactly do Enrolled Agents do?*

Enrolled Agents specialize in taxation and advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax reporting requirements. Enrolled Agents are the only practitioners who receive their unlimited right to practice from the U.S. government.