Tax Preparation & Bookkeeping Services in Santa Ana
Accurate tax preparation, organized books, and real IRS support for individuals and small businesses across Santa Ana and Orange County — with personal, bilingual service, year-round.
CTEC-Registered Tax Preparer
A California-registered tax professional (CTEC) you can trust with personal and business returns.
QuickBooks
ProAdvisor
Certified QuickBooks setup, cleanup, training, and ongoing support.
Bilingual
English & Spanish
Friendly, clear service in the language you're most comfortable with.
Year-Round
Support
Real answers whenever you need them — not just at tax time.
Who We Are
About Newport Excellence Tax & Accounting
At Newport Excellence Tax & Accounting, we believe managing your finances — and dealing with the IRS — shouldn’t keep you up at night. Based in Santa Ana and serving all of Orange County, we help individuals and small business owners file accurate returns, keep clean books, and make confident financial decisions year-round.
Led by Jovana Bahena, a CTEC-registered tax preparer, our bilingual team supports you in English or Spanish across income tax for individuals and businesses, bookkeeping, payroll, ITIN applications, and IRS representation. We’re not just number crunchers — we’re your financial partners, committed to your success.
- Personal & Business Income Tax
- Bookkeeping, Payroll & Inventory
- ITIN Applications & IRS Representation
What We Offer
Our Tax & Accounting Services
Work. Connect. Create. Your Perfect Co-Working Space Awaits.A flexible, inspiring workspace designed for professionals, freelancers, and teams who want to work smarter, not harder.
Tax Preparation — Personal & Business
Accurate income tax filing for individuals and businesses, with every deduction you're entitled to.
Bookkeeping & Accounting
Monthly bookkeeping, reconciliations, and clean financial statements that keep you organized and tax-ready.
ITIN
Application
Need an ITIN?
We guide you through the entire application process from start to finish.
IRS Representation
& Audit Support
Facing the IRS? We provide audit representation and handle IRS documentation on your behalf.
Payroll Services
Stress-free payroll processing with accurate calculations, tax filings, and compliance management.
Where We Work
Proudly Serving Santa Ana & All of Orange County
The Difference
Why Orange County Chooses Newport Excellence
Credentialed & Local
As a CTEC-registered preparer based in Santa Ana, we know California tax law and Orange County business inside out.
Personalized & Bilingual
No call centers. You get a real point of contact who knows your situation — in English or Spanish.
Transparent Pricing
Clear, affordable pricing with no hidden fees and no surprises.
Client Stories
What Our Clients Say
Judith S.
Restaurant Owner, Santa Ana
“Newport Excellence turned our messy books into clean, organized records and handled our taxes start to finish. Jovana made the whole process seamless and stress-free.”
Ready to take control of your taxes and finances?
Schedule your free consultation today — in English or Spanish — and let’s get your taxes and books in order.