Portfolio
Enhancing the financial success of our clients with tailored accounting solutions and strategic advice
Services
Accounting
Finance
✔️ Personal tax preparation
Our team of finance and accounting experts is highly trained to handle the complex details of your tax return. We’ll carefully review your income, expenses, deductions, and applicable tax credits to ensure you don’t pay more tax than necessary.
✔️ Business Tax Preparation
Our team of accounting and financial experts handles every aspect of business tax preparation. We carefully analyze your income, expenses, deductions and applicable tax credits to ensure that your business does not pay more tax than necessary. In addition, we keep up to date with the latest tax regulations and legislative changes to ensure that your company benefits from all available tax advantages.
✔️ Back Tax Preparation
We understand the complexity that can arise when facing back taxes.
We work with you to gather the necessary information and prepare tax returns accurately and completely. We make sure to take advantage of all available tax deductions and credits to minimize your back tax liabilities.
We understand that this situation can be stressful, so we strive to provide support and guidance at every step. We help you face the regularization process with professionalism and without judgments, allowing you to effectively and responsibly resolve any pending tax matter.
✔️ Monthly accounting
From reconciling accounts to preparing detailed financial statements, we make sure your financial information is accurate and organized. This gives you a solid foundation to assess your business performance and plan for the future.
With the focus on efficiency and precision, our service allows you to stay in control of your expenses, income and cash flow. It also helps you identify opportunities to maximize your tax savings and optimize your resources.
✔️ Creation of companies (Opening and Registration)
We guide you through the legal, tax and regulatory requirements to make sure your company complies with all legal aspects. From selecting the right business structure to obtaining licenses and permits, we take care of the details so you can focus on growing your business.
We pride ourselves on offering a personalized approach that is tailored to your industry and goals. We provide you with solid recommendations and advise you on the critical decisions that will affect the future of your company.
Our goal is to give you peace of mind knowing that you are making informed and strategic decisions.
✔️ Preparation of forms 1099-NEC
We take care of collecting and processing the information necessary to properly complete Forms 1099-NEC. Whether you’re hiring independent contractors or service providers, we make sure these forms are filled out accurately and in compliance with current tax regulations.
✔️ We process and renew your ITIN
We take care of guiding individuals through the requirements and the process of applying or renewing an ITIN.
We help you gather the necessary documentation and fill out the forms properly, ensuring that your application is filed accurately and in compliance with current tax regulations.
✔️ Strategic financial planning
We set short and long term goals. To offer a personalized approach, where each plan is tailored to your unique situation and individual aspirations. From building a strong emergency fund to investing, retirement and asset management, we approach every aspect of your finances with care and attention.
Using a data-driven approach and a deep understanding of financial markets, we design strategies that maximize your growth opportunities and minimize risk. We provide you with a clear picture of your options and guide you through the decisions that will make all the difference on your path to financial security.
✔️ Financial analysis
Analizamos tus estados financieros, flujos de efectivo, inversiones y activos para identificar oportunidades de crecimiento, áreas de mejora y posibles riesgos. Nuestro objetivo es brindarte una comprensión clara y realista de tus finanzas para que puedas optimizar tus recursos y tomar decisiones informadas.
Ya sea que estés considerando una inversión importante, evaluando la salud financiera de tu empresa o planificando tu jubilación, nuestro servicio te proporciona información valiosa. Te presentamos los datos de manera comprensible y te ofrecemos recomendaciones adaptadas a tus objetivos financieros.
✔️ Fusions and acquisitions
From company valuation evaluation to post-transaction integration planning.
Using a data-driven approach and extensive analytics, we identify synergies and risks, ensuring you are informed every step of the way.
✔️Retirement and retirement planning
We work with you to understand your goals and wishes for retirement. We analyze your assets, investments, spending expectations, and other crucial factors to design a custom plan that fits your unique needs and aspirations.
With a combination of investment strategies, tax planning and asset management, we provide you with a comprehensive approach to optimize your savings and ensure a comfortable retirement. In addition, we keep you informed of regulatory changes and opportunities that may affect your plan.
Other services
✔️ Income Management
✔️ Expense Management
✔️ Liquidity Management
✔️Tax Management
Professional services
We provide high quality professional services, so that you can achieve success. Do you know how we do it?
- We meet the agreed deadlines
- Wide experience
- We speak Spanish and English
- Agile procedures
Business consulting
The success of your company depends to a large extent on making sound and strategic financial decisions. Our Business Consulting is positioned as your strategic ally, offering you a complete set of expert services designed to optimize your operations, maximize your profits and guarantee sustainable growth.
Benefits:
- Increased profitability and financial efficiency.
- Risk reduction and strong regulatory compliance.
- Informed and strategic decision making.
- Greater confidence of investors and stakeholders.
- Promoting sustainable growth and competitiveness.
Taxes
We manage your taxes efficiently and strategically. Our commitment is to ease the complexity of taxes and help you achieve an optimal tax result. Contact us today and find out how we can simplify your tax management and improve your financial situation!
Benefits:
- Significant Tax Savings: Maximize your legitimate tax savings and reduce your tax burden effectively.
- Stress-Free Compliance: Avoid penalties and legal issues by ensuring accurate and timely regulatory compliance.
- Focus on your Business: Free up time and resources to focus on the growth and development of your company.
- Professional Advice: Access the experience of tax experts who will keep you up to date with the latest tax regulations.
Bookkeeping | Payroll
We are committed to excellence in managing your finances and human resources. Let our experience and dedication ease the burden of bookkeeping and payroll, allowing you to focus on growing your business. Contact us today and find out how we can streamline your financial and payroll operations effectively!
Benefits:
- Financial Efficiency: Simplify financial management and save time to focus on your core business.
- Guaranteed Compliance: Avoid fines and sanctions thanks to our experience in regulatory compliance.
- Accurate Payroll: Ensure your employees receive accurate and timely wages.
- Strategic Advice: Access the experience of our experts to make informed and strategic financial decisions
(818) 641-0806
Make your Appointment!
¡Hablamos español!