A Tax Preparation, Bookkeeping and Financial Service Company
We are a locally owned and operated Tax Preparation and Financial Services company here to serve you with all your financial needs.
To provide quality, accurate, and affordable Financial Services including but not limited to Tax Preparation, Bookkeeping and Payroll Services. We want to build lasting relationships with our valued customers and help our clients reach their financial goals.
MEET THE TEAM
Guadalupe "Lupe" Ruiz
Tax Preparer & Bookkeeper
Lupe has extensive experience in Tax Preparation with over 18+ years in the industry with H&R Block.
Lupe is extremely knowledgeable and bilingual in English and Spanish.
Lupe specializes in Sole Proprietorship Businesses, K-1's, Earned Income Credits, Student Credits, Rental Properties, Home ownership, and Stocks Etc.
To contact Lupe click her picture or email her @email@example.com
Tax Preparer & Bookkeeper
Kristen has 15+ years experience in Tax Preparation at H&R Block in Marina, CA and over 20 years in the financial industry. Kristen specializes in Sole Proprietorship Businesses, Rental Properties, K-1's, Home Ownership, Student Credits, Earned Income Credits and Stocks Etc.
Kristen has experience in real estate, mortgage loans, and bookkeeping for numerous different companies.
Kristen is also a Pastor in Salinas and spends a lot of time volunteering to help the community.
To contact Kristen click her picture or email her @firstname.lastname@example.org
In Season (Jan-Apr)
Hours of Operation
Monday - Friday: 9:00 AM - 8:00 PM
Saturday - 9:00 AM - 5:00 PM
Sunday - by appointment only
Appointments available to fit your schedule 7 days a week.
Here's a few of our products and services we provide!
Appointments available 7 days a week
Walk in service available during office hours!
Don't have time to stay?? Drop off your documents and come back when it's convenient to complete and review your Tax Return.
We also offer small business bookkeeping and payroll services
Don't want to wait for your refund???
Get some of your refund when you file!
*Please allow up to 72 hours to fund. Subject to bank approval.
Need to file now but don't want to pay upfront?
*Additional Fees May Apply
We also offer Protection Plus! It's an Audit Assistance and Tax Identity Theft insurance.
*Additional fee applies and up to $2500 in coverage
Call Today! 831-256-2750
*Coupons and discounts may not be combined with other discounts or promotions. Refund advance loan subject to bank approval. Additional fees may apply for any bank products received.
>If your tax return does not fall in the categories listed we can give you an estimated cost of your tax preparation.
Please call for pricing of our Bookkeeping Services or if you have any questions.
We truly appreciate your business and hope that we can assist you with all your Tax Preparation and Bookkeeping needs.
Thank you so much for visiting our website. For questions or an appointment please fill out the info below and we will get back to you ASAP.