Our Services

services

Tax Preparation

We provide comprehensive tax preparation services for individuals, families, self-employed professionals, and businesses. Our goal is to help clients maximize available deductions while ensuring compliance with current tax regulations. As an Enrolled Agent, Ofelia can also assist with IRS correspondence, tax issues, and representation when needed.

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services

Bookkeeping

Accurate bookkeeping is essential for maintaining a healthy business. We help clients organize financial records, track income and expenses, and maintain accurate reporting throughout the year. Whether you're a small business owner or independent contractor, our bookkeeping solutions help keep your finances on track.

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services

Taxpayer Assistance

As a Certified Acceptance Agent (CAA), Ofelia assists individuals with obtaining and renewing Individual Taxpayer Identification Numbers (ITINs). We help clients navigate application requirements, verify supporting documentation, and ensure forms are submitted correctly. Our goal is to make the process as simple and stress-free as possible.

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services

Notary Public 

We provide professional notary services for a wide range of personal, legal, and business documents. As an experienced Loan Signing Agent, Ofelia also facilitates mortgage, refinance, and real estate document signings with accuracy and professionalism. Mobile notary services are available for added convenience based on location and scheduling availability.

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