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Services

Strategy. Structure. Solutions. Success.

Practical, bilingual support across the seven services your business and family actually need.

Service · 01

Bookkeeping

Organized books, every month.

Monthly reconciliation, categorization, and clean financial records that help you make confident decisions.

Documents you may need

  • Bank statements (PDF/CSV)
  • Receipts
  • Last year's books (if any)
  • Chart of accounts
Service · 02

Tax Preparation

Individuals, families, and small businesses.

Accurate, on-time tax preparation with deduction guidance for personal and business returns.

Documents you may need

  • W-2 / 1099 forms
  • Prior year return
  • ID & SSN/ITIN
  • Receipts & deduction records
Service · 03

Sales Tax

Filed correctly. Filed on time.

Monthly or quarterly sales tax filings tailored to your jurisdiction and business structure.

Documents you may need

  • Sales reports
  • POS export
  • Sales tax permit
  • Exempt sales documentation
Service · 04

Notary

In-person & mobile notarization.

Acknowledgments, jurats, affidavits, and personal documents — quickly and professionally.

Documents you may need

  • Valid government-issued ID
  • Document to be notarized (unsigned)
Service · 05

Loan Signing

Certified loan document signings.

Professional loan document signings for refinances, purchases, HELOCs, and reverse mortgages.

Documents you may need

  • Loan document package
  • Valid ID for all signers
Service · 06

ITIN

Apply or renew your ITIN.

Certified Acceptance Agent support so you don't have to mail original documents to the IRS.

Documents you may need

  • Passport or supporting ID documents
  • W-7 form (we help complete)
  • Tax return (if filing)
Service · 07

Translation

Bilingual documents, done right.

Spanish-English translation of personal, legal, and business documents with a certificate of accuracy.

Documents you may need

  • Source document (any format)