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Tax & Accounting advisories for Individuals & Small Businesses

Our mission is to add value to your business and contribute to your success. 

Tel: 123.456.7890

We Offer

A Certified
Tax Expert

Businesses have their own Federal and State reporting requirements each with a stated filing date. 

 

Our team has experiences with preparing Federal forms 1120, 1120S, 1065, K-1’s, and Schedule C, 1099’s, 1096 and along with State Sales Tax and Annual Franchise reports.

WE OFFER

Professional Accounting 

Our team can help create an accounting plan to address issue regarding software selection, payroll, document retention and monthly reports.

 

We can continue our services or help train individuals to transition the task to the company and only assist when necessary.  We are here to provide support to all of our clients as needed.

Tax

Planning

Our team will have discussions with you in understanding business operation decision and the impact from a tax perspective. 

We are available to discuss tax entity selection, asset purchase and dissolution.

Established in 2021, Our Team has the Knowledge and Expertise to Ensure Professional, Accurate, High Quality Service.

Meet The Team

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Frank Lopez, CPA

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Over 10 years of experience in tax, accounting and financial reporting. When I am not working for my clients I contribute my time to support charitable organizations such as Boy Scouts of America and animal rescue groups. 

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Anna Diaz

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Anna Diaz has a passion for helping small business owners and individuals manage and grow their financial literacy knowledge. With 9 years of accounting and tax experience, Anna provides her clients with expert advice, professionalism, responsive communication and peace of mind. In her free time, she likes to volunteer at her church and spend quality time with her family and friends

OUR PRACTICE

Knowledge That Can Serve Your Needs

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