Strategic, year-round tax advisory
Tax planning and compliance led by Natalie Lokker.
Tax Lokker supports Southern California individuals and businesses with proactive guidance, accurate filings, and dependable advisory throughout the year.
10+ Years
Accounting and tax experience
SoCal Focus
Serving Orange County and Southern California
Direct Access
You work directly with Natalie from start to finish
1 Business Day
Typical consultation response timeline
More Than Tax Preparation
Tailored service models for each stage of your financial journey.
How We Support You
Why Clients Choose Tax Lokker
Ongoing support designed to mirror a modern advisory model, with the same coverage areas you referenced.
Tax-Smart Guidance
I combine accurate preparation with forward-looking planning so your decisions today are aligned with long-term tax outcomes.
Audit Coverage
If tax agencies request information, I provide structured support and clear direction throughout the response process.
QuickBooks Training
I help you maintain cleaner books through practical QuickBooks workflows that improve reporting and decision quality.
Financial Check-Ins
Regular check-ins keep your strategy current as goals, income, and personal priorities evolve during the year.
Dedicated Support
You get one consistent point of contact, so communication stays clear and streamlined from start to finish.
Our Secure Portal
Secure upload, document signing, and organized file access in one place reduce back-and-forth and keep work moving.
Services
Select the service area that best matches your needs.
Testimonials
Today's tax laws are complex. Your plan should not be.
Work with Natalie Lokker for practical guidance, dependable filing support, and strategic tax planning throughout the year.
Start Your Consultation