Our Approach

Our approach is simple:  Provide Peace of Mind by delivering Accurate, Reliable, and Affordable tax solutions to individuals and businesses in Orange County, California.

Our Story

Costa Mesa Tax Pro's was formed as a partnership between an experienced CPA and young accountant, Lori Paterson, to prepare individual and small business tax returns for families throughout Orange County, California.  In 2020 we moved our entire practice to be virtual and are able to five-star service at competitive rates.

Meet the Team

Costa Mesa Tax Pro -- has a dedicated team of professionals with experience, resources, and tools to serve your personal and business tax needs.


Lori Paterson

Founder & Tax Preprarer

Lori is a former corporate manager with a background in accounting and customer service.  Lori founded Costa Mesa Tax Pro to provide W2 Employees and Self-Employed Business Owners with quality and affordable tax solutions.


Michael Halderman

Tax Preparer and Client Service Manager

Michael organizes and prepares all returns in the office before Lori reviews them.  Lori reviews all returns before filing and coordinates the completion and delivery of your tax return.

Michael is a bit of a superstar.  He also owns his own company that provides cloud-based Bookkeeping services to hundreds of clients through a network of independent professional tax preparers (CPAs and Enrolled Agents.)

Next Steps...

Are you ready to learn more?  Call us today at (949) 209-0208 or if you prefer, complete the contact form and we'll contact you.