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Expert Tax Solutions, Preparation and Consultation
The Insight of an Auditor - The Advocacy of a Partner
The insight of an auditor - the advocacy of a partner.
ABOUT OUR SERVICES
Our Approach
Imagine having someone in your corner who understands the tax code at a level most preparers never see.
With 17+ years of experience and a background as a former IRS auditor, we bring deep, behind-the-scenes knowledge to every return, strategy, and consultation.
Our tax consulting and preparation services go far beyond basic filing. We analyze the details, anticipate what others overlook, and build tailored strategies designed to legally minimize your tax burden, protect your income, and eliminate unnecessary stress.
From complete tax preparation and filing to proactive tax advice and year-round guidance, you’ll feel confident knowing your return is handled by a professional who understands the process from the inside.
Your finances become clearer. Your decisions become smarter. And your tax season finally feels manageable—and even predictable.
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OUR SERVICES
Tax Preparation and Filing
Make tax season effortless with a streamlined preparation process led by a former IRS auditor—someone who knows exactly what the IRS wants to see. From organizing your documents to completing and filing your return, every detail is handled with precision and care. You get a return that’s accurate, compliant, and strategically optimized… without the overwhelm.
Perfect for individuals, business owners, rental property owners, gig workers, and anyone who wants clarity, accuracy, and true peace of mind.
Tax Strategy and Planning
Smart tax decisions aren’t made in April—they’re built all year long. Our tax strategy service creates a customized plan aligned with your income, goals, and long-term financial vision. With 17+ years of expertise and insider insight from a former IRS professional, we help you uncover deductions, structure income wisely, and identify legal opportunities to reduce your tax burden.
You’ll walk away with a clear roadmap, targeted action steps, and the confidence that you’re keeping more of what you earn—without overpaying or leaving money on the table.
Perfect for entrepreneurs, small business owners, self-employed professionals, investors, and anyone ready to maximize their legal tax advantages.
Tax Consultation and Advisory
Sometimes you need answers—not a full preparation package. Our tax consultation service gives you direct access to expert guidance for your most important financial questions. Whether you’re navigating a complex situation, planning a new business venture, reviewing previous filings, or simply need clarity, you’ll receive practical, straightforward advice from someone who truly understands the system.
Expect honest insights, clear explanations, and guidance designed to protect your income and give you confidence in your decisions.
Ideal for: business setup questions, life-change tax implications, second opinions, and year-round tax clarity.
TESTIMONIALS
'W. Garcia provided me with exceptional service. They guided me through the mortgage loan process efficiently and effectively.'
John Doe
'I am extremely satisfied with the insurance products offered by W. Garcia. They tailored the insurance plan to my specific needs.'
Jane Smith
'Thanks to W. Garcia, I now have a solid retirement plan that aligns perfectly with my financial goals.'
David Rodriguez
FREQUENTLY ASKED QUESTIONS
What documents do I need to provide to have my taxes prepared?
Most clients need income documents (W-2s, 1099s, K-1s), prior-year tax returns, and records for deductions such as mortgage interest, charitable giving, and medical expenses.
If you’re a business owner, we’ll also review profit-and-loss statements, payroll records, and asset purchases.
Don’t worry—we provide a simple checklist so nothing gets missed.
How much do you charge for tax preparation?
Fees are based on complexity—not just forms. A simple individual return is very different from a multi-state business owner with investments and planning needs.
After a short discovery conversation, we’ll give you clear, upfront pricing so there are no surprises. If you email us, we will be happy to send you our fee structure.
How long does it take to prepare my tax return?
Most individual returns are completed within 7–10 business days once all documents are received.
Business and more complex returns may take longer, especially during peak tax season. We’ll always communicate timelines clearly.