Fullerton Tax Services & Strategic Tax Planning

Comprehensive Tax Preparation, Planning & Advisory for Individuals, Business Owners & Nonprofits — Based in Fullerton, CA

Serving clients across Orange County, CA, and nationwide with expert tax guidance.


File Your Return With Us
Travis Tandy CEO & President of Tandy Consulting Inc

Why Choose Us

At Tandy Consulting, we go beyond simply preparing your tax returns. Based in Fullerton, we’re your local tax advisors who stay proactive all year long. Whether you're an individual, entrepreneur, or nonprofit, we deliver:

  • Expert tax planning & strategy to reduce liability
  • Accurate, compliant tax preparation & filing
  • Support with extensions, amendments, and IRS issues
  • Year-round advice to adapt to law changes

We strive to turn tax complexity into clarity — especially for clients in Fullerton, Orange County, and beyond.


Our Tax Services: What We Do


Individual Tax Services / Personal Tax Preparation

  • Federal & California state tax return preparation (Form 1040, schedules, etc.)
  • Multiple state returns (for people living / working across states)
  • Tax extension filing & amendment support
  • Itemized deduction planning, credits, retirement contributions
  • IRS notices & correspondence handling

Small Business & Corporate Tax Services

  • Preparation & filing: S-Corp, C-Corp, Partnership (Form 1120, 1120S, 1065)
  • Quarterly estimated tax calculations
  • State & local tax compliance
  • Sales & use tax, payroll tax compliance
  • Entity structure review for tax optimization (LLC, S-Corp election, etc.)

Tax Planning & Strategy

  • Year-round tax forecasting & projections
  • Business growth / investment tax planning
  • Retirement, pass-through income, and real estate tax strategies
  • Depreciation, cost segregation, and capital expenditure planning
  • Tax credits, deductions optimization, and alternative minimum tax (AMT) strategies

Extension, Amendment, & Compliance Filings

  • Filing tax extensions before deadlines
  • Amending prior year returns
  • Compliance for prior unfiled years
  • Supporting documentation & record retention advice

Tax Problem Resolution & Support

  • IRS audits, appeals, and representation
  • Amendments, back taxes, penalty abatement
  • Offers in compromise, installment agreements
  • State tax disputes & notices
  • Tax relief consulting

Sales & Use Taxes

  • Sales & use tax
  • Excise tax
  • CFET - California Firearm Excise Tax
  • Beer Tax
  • CSV Tax
  • Gas tax
  • Underground Storage tax
  • UBIT - Unrelated Business Income Tax

How Our Process Works



Tax & Business Due Dates