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A Tax Preparation, Bookkeeping and Financial Service Company

ABOUT

We are a locally owned and operated Tax Preparation and Financial Services company here to serve you with all your financial needs.


OUR MISSION

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

Picture 1: Left to Right- Lupe Ruiz, Kristen Edgar & Andrea Salaz

Picture 2: Lupe Ruiz

Picture 3: Kristen Edgar

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 @virtuoustax.lupe@gmail.com


Kristen Edgar

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 @virtuoustax.kristen@gmail.com


Andrea Salaz    

Receptionist

Andrea is the newest member of the VTF Team.


She works hard at keeping the office organized, clean, answers phones and set our appointments.


She is smart, outgoing and is an up and coming Tax Preparer!


We are pleased to have her on the team and are looking forward to seeing a bright future for her!

Make and Appointment Today!

MEDIA

Our Response to COVID-19

We have many different ways to serve you and keep you safe. We care about your health and finances.

COVID-19 UPDATE


Hours of Operation

Monday, Wednesday, Friday:  9am-7pm (By Appt)


Tuesday and Thursday: Drop Offs Only



Saturday - 10:00 AM - 4:00 PM (By Appt)

Sunday - Closed


Appointments available to fit your schedule 7 days a week if needed.

We are flexible and willing to serve you!


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.

OFFER ENDED FEB 29, 2020

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

TAX SEASON EXTENDED TO JULY 15, 2020 DUE TO COVID-19

  • NO NEED TO FILE EXTENSION IT IS AUTOMATIC (BALANCES DUE ARE NOT DUE UNTIL JULY 15, 2020 EVEN IF YOU FILED BEFORE PANDEMIC)


  • ESTIMATED TAXES FOR QUARTERS 1 AND 2 HAVE ALSO BEEN EXTENDED TO JULY 15, 2020, MOST BUSINESS RETURNS HAVE ALSO BEEN EXTENDED PLEASE CHECK WITH YOUR TAX PROFESSIONAL OR THE AGENCY IN WHICH YOU FILE WITH TO CONFIRM IF YOUR BUSINESS RETURN DUE DATE HAS BEEN EXTENDED.


  • STIMULUS PAYMENTS GO TO IRS WEBSITE FOR MORE INFO 

                    NON-FILERS: https://www.irs.gov/coronavirus/non-filers-enter-payment-info-here

                    FILERS:  https://www.irs.gov/coronavirus/get-my-payment 


  • ANYONE WHO RECEIVED A REFUND ADVANCE OR HAD FEES WITHHELD MAY EXPERIENCE A DELAY IN RECEIVING THE STIMULUS. PLEASE READ THE FOLLOWING STATEMENT FROM EPS FINANCIAL REGARDING THE DELAY:


Important information regarding Economic Impact Payments (EIP):

 

The IRS will be issuing Economic Impact payments directly to individuals and not to temporary accounts for bank products.

 

If the IRS inadvertently sent your EIP payment to the temporary bank account at EPS, this payment has been returned to the IRS to be distributed directly to you.

 

Neither your tax preparer nor EPS have access to this payment or any information regarding it. Neither your tax preparer nor EPS can update your disbursement information.

 

All questions regarding your EIP need to be directed to the IRS.

 

MetaBank Statement regarding Economic Impact Payments and Tax Solutions

April 16, 2020

 

This week, MetaBank learned that the IRS is inadvertently distributing some Economic Impact Payments (EIPs) to consumers’ temporary bank accounts with our tax division EPS Financial. It was an error to send these EIPs to these accounts. The IRS has not explained to us why this error occurred.

 

These accounts managed by EPS Financial tax solution only process standard tax refunds owed to taxpayers as a result of a tax filing.  As we are required, for EIPs sent to these accounts, upon receipt, MetaBank is immediately sending these EIP payments back to the IRS so that the IRS can distribute directly to consumers.

 

We are deeply concerned that this error will delay consumers from receiving EIP payments during this difficult time.  MetaBank is working closely with our tax refund partners to ensure that they redirect customers to the IRS.  As we are expeditiously sending EIP payments back to the IRS, we encourage impacted consumers to contact the IRS directly with questions or for further details.


THIS IS THE MOST UP TO DATE INFO WE HAVE AT THIS TIME. THANK YOU SO MUCH FOR YOUR UNDERSTANDING AND WE APPRECIATE YOUR BUSINESS!


~VTF~

            

FILING JUST TO RECEIVE EIP?? (Economic Impact Payment)

ONLY $40

OFFER VAILD UNTIL 6/30/2020

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.

CONTACT US

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.