Are you a CPA?
No — and I won’t pretend to be. I’m a CTEC Registered Tax Preparer: I hold an active IRS PTIN, I take part in the IRS Annual Filing Season Program, and I’m a member of the National Association of Tax Professionals (NATP). What I bring is experience — preparing returns since 1983 — and a conversation most preparers never have with you.
Do you really work in Spanish?
Completely. Hablamos español — the whole appointment, every document, every explanation, in whichever language is easier for you. Toda su cita puede ser en español. Nothing gets signed until you understand it.
I don’t live in Fontana anymore. Can you still do my taxes?
Yes. My Remote Tax Consultation service works by phone or video, with secure document upload or mail-in documents — I prepare and file federal and state returns for clients across the country, in all 50 states.
What should I bring to my first appointment?
Your W-2s and 1099s, last year’s return if you have it, and the year’s life events — a new baby, a home purchase, a side business, a retirement contribution. The appointment runs 15 minutes; the questions I ask about those papers are where the value is.
Can you handle my business as well as my personal return?
Yes — Business Tax Preparation for LLCs and S-Corps is one of my core services, including bookkeeping review and cleanup, with your K-1s lined up against your personal return. I also set up S-Corps and keep monthly books, so your business and personal taxes never tell two different stories.
What happens after my return is filed?
You keep your preparer. I support you all year — questions, planning ideas, and help with tax letters when they arrive. Your documents are scanned into encrypted files, your originals come back organized, and your records stay archived here for when you need them.
