Maximize your tax savings with an expertly crafted, tailor made assessment.
Marcelo Muñoz, CRTP
Helping my clients keep, grow and protect their assets by crafting tailor made solutions specific to their long term goals is the reason I do this work.
Tax assessments and yearly plans have helped bring order and structure to the lives of so many people, and I believe it’s possible for you too.
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None of your personal information is printed, viewed or handled by anyone other than your tax preparer. You receive a dedicated portal with a login and password where you can access your documents, view your tax returns and send in your inquiries.
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We are registered with the California Tax Education Council, Bonded with the state of California and insured.
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We are an IRS approved E-File firm, with the ability to offer you a tax return to be deposited directly to your bank account, or having your tax liability debited from your bank.
Our Services
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Includes:
2 Year Deep Dive into your prior taxes.
Projected IRS Tax Liability for Current year.
Personalized Tax Savings plan.
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Tax Preparation for:
W2 earners
Sole propietorships, LLCs and S Corps.
Passive Income, Investment and K1 income.
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Implementation of Tax Strategies delivered in the assessment.
One on one collaboration with existing accounting practices.
Quarterly reporting and tax filing according business needs.
Why you should work with us:
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Over 500 tax returns filed and accepted over the last three years.
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Work with an expert California Registered Tax Preparer.
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Over $2M in tax savings for our clients in the last 3 years.
