With My Services

I can help you save time and money so you can spend it where it matters.

 

Mexican Families Saving with NAFTA

 

North American Free Trade Agreement

Are you filing as single but sending money to your loved ones in Mexico? If so, you could be eligible to take advantage of the NAFTA agreement that could help you save money when you're filing your annual taxes. I can help you through the process and answer any questions you might have a long the way. This has helped past clients lower their taxes by 30%.

Connect with me to see if your family member qualifies as your dependent to help you save on your taxes this year.

Tax Compliance

Always have control over your money.

Together as a team I can help you get the most out of your taxes. Whether you are a business owner or work for a major enterprise we can ensure that you pay the least amount of taxes possible. I will be sure to find ways that we can manage your deductions to maximize your return.

Let’s connect for a free consultation to see how I can help you get better control over your taxes.

Taxes Optimization

Worry-free tax planning.

I will provide you with a logical and straightforward analysis of your financial affairs. With my services, you will receive premier tax planning assistance, so that your business can operate without hindrance.

I’m happy to communicate with you on how we can optimize your taxes.

 

Services for Small Business

Focused to help business owners.

When you embark on your new business venture, there are many questions about how to organize your expenses and what can be deductible. I am happy to support your needs on how to organize your books, make your quarterly estimated tax payments and get ready for the upcoming tax season.

I would love to learn about your business and make tax season something you can look forward to.

 

Rental Properties

Take control over the depreciation of your property.

It is tough to control all the different elements that go into managing a rental property, even when you have a professional property manager. Let me help you make this process a lot easier especially when you have moved to a different state. My experience can help you manage deductions and expenses, all while supporting you through the process of accounting for the depreciation of your property - something that is easily forgotten.

We can work together on taking control of your property assets. Connect with me and take advantage of my free consultation.

Accounting

Managing your books like a pro.

Have you ever felt that April 15 pops up out of nowhere and you are under pressure to get your finances in order? No need to worry, when you're working with me, I will keep a thorough accounting of your money, with a comprehensive historical analysis of your assets and liabilities.

Let’s start working together! Take advantage of my free consultation to better understand how I can help you thrive.

 

Foreign Bank and Financial Accounts

Avoid a FBAR civil penalty because of a lack of knowledge.

Do you have a bank account in a foreign country that has had or currently holds more than $10K? If so, it’s very important that you file a FBAR report. Not filing is considered a civil penalty that can cost you thousands of dollars. This can easily happen because most people aren’t aware or warned. Save yourself time, money and risk by having me process your report.

Please feel free to email me about how we can get the process started today.