Maximize your tax savings with an expertly crafted, tailor made assessment.

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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.

  • 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.

  • We are registered with the California Tax Education Council, Bonded with the state of California and insured.

  • 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

  • Includes:

    • 2 Year Deep Dive into your prior taxes.

    • Projected IRS Tax Liability for Current year.

    • Personalized Tax Savings plan.

  • Tax Preparation for:

    • W2 earners

    • Sole propietorships, LLCs and S Corps.

    • Passive Income, Investment and K1 income.

    • Implementation of Tax Strategies delivered in the assessment.

    • One on one collaboration with existing accounting practices.

    • Quarterly reporting and tax filing according business needs.

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Why you should work with us:

  • Over 500 tax returns filed and accepted over the last three years.

  • Work with an expert California Registered Tax Preparer.

  • Over $2M in tax savings for our clients in the last 3 years.

Book a call with us - we might just be the right fit.