James Morgan is The Tax Hombre
The Tax Hombre
15333 Culver Dr., Suite 340-402
Irvine, CA 92604
(949) 698-2482
james@thetaxhombre.com
From the Convenience of your Home or Office, You Can
*Remotely Upload/Download Documents and Files with Our Secure Encrypted Portal
*Sign your Tax Return Remotely
*Use Zoom for a Remote Meetings, *E-mail, *Phone, *Text
*You can Schedule an office meeting
*We may also be available to meet you at your home, office, or other convenient location
*Pay fees with Zelle, Credit Card, Apple Pay, Amazon Pay, Cash App Pay, Check or Cash.
See below for Awards, Reviews, and Fees
Contact me today!
(949) 698-2482
The Tax Hombre Reviews
Bob A. – ***** James was very professional and easy to work with. I met with him in Irvine, gave him the W-2s and other forms, and I had the tax return e-filed within a week. The fee was very reasonable. I’ll definitely use him next year.
Xiang S. – ***** English is not my first language but James helped me, he explained everything patiently, and I filed my first tax return. His prices are on his website and clear. He is very good and fast.
Maria L. – ***** My best refund ever, and I got it deposited directly to my account. I’m a student and James made it so easy, quick, affordable, and convenient for me.
Mark S. – ***** I met James at a coffee shop in Costa Mesa where I gave him my forms, and the tax return was completed in just three days. He was professional, and the price was right.
Nadia K. – ***** I’m new in this country and it was a blessing to find someone who was so helpful and understanding. It was my first time filing taxes. I am so thankful for this country and its people like James.
The Tax Hombre
Awards
| The Tax Hombre Fees-2025 |
| All Tax Returns Include: *Free e-file for both Federal and State *Hard copy of submitted tax returns (both Federal and State) upon completion & payment |
BASIC RETURN FEE: $150.00 – $395.00
| FORM | DESCRIPTION |
| W-2 | Wages or Salary |
| 1099-INT | Interest |
| 1099-DIV | Dividends |
| SSA-1099 | Social Security Benefits |
| RRB-1099 | Railroad Retirement Benefits |
| 1099-G | Unemployment Income |
| 1099-G | Refund State/Local Taxes |
| 1098-T | Scholarships |
| 1098-E | Student Loan Interest (expense) |
| 1099-R | Distributions-Retirement, Annuities, IRAs, Pensions |
| Sch K-1 | Other Income, gambling, Lottery, Jury Duty, etc. |
| 1095-A | Health Coverage through the Marketplace Exchange |
| 1099-MISC,1099-NEC | Self-Employment Income and expenses |
| * | Alimony |
ADVANCED RETURN FEE: $400.00 – $695.00
- Includes all information on Basic Return plus:
| 1098 | Mortgage Interest Statement |
| 1099-DIV | Capital Gains, Losses |
| 1099-C, 1099-A | Debt cancellation, such as credit card or student loan, or home foreclosure |
| 5498-A, 1099-SA, W2 & W in box 12 | Health Savings Account Expenses |
| Purchase or Installation of Home Energy-Efficient Items | |
| Receive First Time Home Buyer Credit | |
| Cash/Check/Digital Assets for services performed | |
| 1099-Misc | Income, Loss, from rental property |
| 1099-S | Income Loss from Sale of Assets |
| Adopt a Child | |
| Filed a Federal Return Last Year Containing a “Capital Loss Carryover” on form 1040 schedule D | |
| Crypto Currency | |
| Filing as Domestic Partners | |
| Electric Vehicle Rebate/Credit | |
| Any unusual circumstances (Determined by The Tax Hombre) |
serving irvine, newport beach, costa mesa, santa ana, and laguna woods 