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Personal and Corporate Accounting and Taxes Made Simple

With fully English and Spanish service, and more than 20 years of experience, we optimize our clients’ accounting and handle their tax obligations with the highest professional standards. Starting $200/month

 

About Us

Accountant by profession and IRS Enrolled Agent

Experience ▪ Trust ▪ Transparency

«Taxes should be planned intelligently, not rushed at the last minute»

With more than two decades of experience, José Eduardo Montes has supported hundreds of families and entrepreneurs in the United States and Latin America with the management of their tax obligations.

As an IRS Enrolled Agent, ready to represent his clients and prepare federal tax returns, he offers accounting and tax services entirely in English or Spanish, giving the community clear, direct and professional guidance, without language barriers.

Our Services

Services for Individuals

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▪ Annual tax return preparation
▪ ITIN application
▪ Tax preparation related to opening a business

Services for Businesses

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▪ Business accounting

▪ Bookkeeping

▪ Payroll

▪ Corporate tax return preparation

Tax Problems & IRS Issues

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▪ Representation before the IRS for any issue
▪ Tax debt reduction
▪ Bringing tax returns up to date and filing amendments

How Do We Get Started?

Discovery Session

We talk with you, understand your needs and design a proposal together with an appropriate fee estimate

Implementation Phase

We collect the necessary documents and begin implementing what was agreed. During this stage we also identify blind spots and opportunities for improvement

Execution & Follow up

We execute the plan and take care of keeping everything running in a simplified way for you

Testimonials

“I have been working with José for many years and I cannot emphasize enough how professional and beneficial he has been for my business and my personal tax returns. 1000% recommended”

Agustín Aljure – Payless 4 Furniture

“José provides exemplary service by handling the accounting in an effective and responsible way. He is also always available to answer any tax questions about my business”

Cecilia León – Victoria’s

“Having José as my accountant during tax season is a relief, since he makes the process very simple for my annual tax returns, both family and corporate”

Atanacio Castro – AUM Yoga School

Why Choose Us

Experience and Trust

Accounting and taxes, with more than 20 years serving the Hispanic community

Comprehensive Services

Taxes and accounting in one place. Certified representation before the IRS and complete tax solutions

Personalized Service

A close, committed approach, with solutions tailored to your needs in English or Spanish

Resources

Frequently Asked Questions

Where can I find your service prices?

Our fees are determined case by case, but you can be sure our prices are accessible and competitive

What is the process for new clients?

Prospective clients go through a discovery stage where we identify their needs and adapt our services so they remain accessible. This stage can be done via WhatsApp, phone or video call, from the comfort of your home or office

Is it easy to work with you remotely?

Yes! We have multiple tools that make remote work easy and secure. This allows you to save time and money by working from anywhere

I am not currently using your accounting services, but I need help reducing my IRS debt. Can I hire your services?

Of course! We are always willing to work with any individual or business that needs IRS representation services. Contact us through any of our channels and we will review your case

I want to file my individual federal and state tax return. Can I hire you?

Absolutely! We would be glad to handle your tax return

I want to open my own company. Can I hire you to set it up?

Yes. Our services include setting up new companies. We also offer guidance to help you choose the tax and accounting options that best fit your needs.