Our Services
From tax preparation, financial statement preparation, business valuations, estate planning and international taxation, we provide comprehensive CPA services for businesses and individuals — in English and Spanish.
Business & Individual Tax Preparation
Comprehensive federal and state tax preparation for businesses of all sizes and individuals, ensuring compliance and maximizing deductions.
- Federal and state income tax returns for individuals, partnerships, S-corps, C-corps, and LLCs
- Tax planning strategies to minimize your liability year-round
- Estimated tax calculations and quarterly filings
- Multi-state and international tax compliance
- Estate and trust tax returns
Compiled & Reviewed Financial Statements
Professional compilation and review of financial statements for lenders, investors, and regulatory compliance.
- Compiled financial statements for small businesses and startups
- Reviewed financial statements providing limited assurance
- Balance sheets, income statements, and cash flow statements
- Financial statements for bank loans and SBA applications
- GAAP-compliant reporting for investors and stakeholders
Accounting Services
Full-service bookkeeping, payroll processing, and financial reporting tailored to your business needs.
- Monthly and quarterly bookkeeping and reconciliation
- Payroll processing and payroll tax filings
- Accounts payable and receivable management
- QuickBooks setup, training, and support
- Management reports and financial dashboards
IRS Representation
Expert representation before the IRS for audits, appeals, and collections. We advocate on your behalf so you don't have to face the IRS alone.
- Audit representation and examination support
- IRS appeals and tax court preparation
- Installment agreements and offers in compromise
- Penalty abatement requests
- Innocent spouse relief and collection due process hearings
Expert Witness & Forensics Accounting
Specialized forensic accounting and expert witness services for litigation, dispute resolution, and fraud investigations.
- Fraud detection, investigation, and prevention
- Expert witness testimony in civil and criminal proceedings
- Business valuation for divorce, partnership disputes, and litigation
- Lost profits and economic damages calculations
- Tracing of assets and financial reconstruction
Transactional Consulting
Strategic guidance for mergers, acquisitions, divestitures, and business succession planning to help you make informed decisions.
- Mergers and acquisitions due diligence
- Business succession and exit planning
- Buy-sell agreement analysis and structuring
- Business valuation for sale or purchase
- Entity selection and restructuring advice
Estate & Trust Planning
Comprehensive estate and trust planning to protect your assets, minimize estate taxes, and ensure your legacy is preserved for future generations.
- Estate tax planning and gift tax strategies
- Trust accounting and administration
- Estate and gift tax return preparation (Form 706 & 709)
- Charitable giving and foundation planning
- Coordination with attorneys for wills and trusts
Business & Estate Valuations
Accurate, defensible valuations for businesses and estates — whether for a sale, succession, litigation, or estate planning purposes.
- Business valuations for mergers, acquisitions, and sales
- Estate and gift tax valuations (Form 706 & 709 support)
- Buy-sell agreement valuations
- Litigation support and expert witness testimony
- Succession planning and ownership transition valuations
International Taxation
Specialized international tax services for individuals and businesses with cross-border operations, particularly US-Mexico border transactions.
- FBAR and FATCA compliance for foreign accounts
- US tax obligations for foreign nationals and expats
- Cross-border business structuring and tax treaties
- Transfer pricing documentation
- US-Mexico border business tax planning
Ready to get started?
Schedule a consultation with our bilingual CPA team. We'll assess your needs and recommend the right services for your situation.
Hablamos Español