Taking the stress out of tax season

Whether you’re filing for the current year or need help with prior year returns, we’ve got you covered. Our experienced team offers a wide range of services to ensure you’re in good hands.

SERVICES

Simplifying Taxes, Accounting, and More.

When you work with us, you’re not just hiring an accountant or tax service—you’re gaining a partner who cares about your success. Taxes & financials may feel complicated, but with us, they’re one less thing to worry about.

Tax Preparation
Accounting
Tax Representation
Consulting
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Tax Preparation & Planning

Expert tax prep and planning to minimize liabilities, maximize opportunities, and keep you ahead of ever-changing tax laws.

Bookkeeping/Write-Up

Comprehensive bookkeeping & write-up services to ensure your financial systems grow with your business and operate smoothly.

Back Taxes Owed

If you owe back taxes, the penalties and interest can quickly increase your debt, but we can help you assess your options and negotiate a manageable payment plan with the IRS to avoid liens or levies.

Payroll Taxes Owed

If you’re behind on payroll taxes, it’s crucial to act quickly, as the IRS can target both your business and personal assets. Our tax experts can help resolve payroll tax issues and protect your business and finances.

Sales Tax Services

Manage your sales tax obligations and prepare returns efficiently, ensuring compliance with state and local tax authorities.

Unfiled Returns

We help you file missing returns and work out a payment plan or Offer in Compromise to resolve the issue with the IRS.

Retirement Planning

We help you navigate retirement planning by evaluating the best options for your personal or business needs, considering financial, legal, and compliance factors.

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Tax Preparation & Planning

Expert tax prep and planning to minimize liabilities, maximize opportunities, and keep you ahead of ever-changing tax laws.

Bookkeeping/Write-Up

Comprehensive bookkeeping & write-up services to ensure your financial systems grow with your business and operate smoothly.

Financial Analysis

Unlock opportunities for better management, planning, and decision-making, and we’re here to provide the insights your business needs to thrive.

Accounting Software Implementation

We help you choose and implement secure, flexible accounting software that fits your business needs today and adapts to future growth and changes.

Sales Tax Services

Manage your sales tax obligations and prepare returns efficiently, ensuring compliance with state and local tax authorities.

Unfiled Returns

We help you file missing returns and work out a payment plan or Offer in Compromise to resolve the issue with the IRS.

Retirement Planning

We help you navigate retirement planning by evaluating the best options for your personal or business needs, considering financial, legal, and compliance factors.

Back Taxes Owed

If you owe back taxes, the penalties and interest can quickly increase your debt, but we can help you assess your options and negotiate a manageable payment plan with the IRS to avoid liens or levies.

Payroll Taxes Owed

If you’re behind on payroll taxes, it’s crucial to act quickly, as the IRS can target both your business and personal assets. Our tax experts can help resolve payroll tax issues and protect your business and finances.

Financial Statements

Accurate financial statements are vital for decision-making and presenting your business to stakeholders, and we’ll work closely with your team to deliver them on time.

Payroll Services

Expert payroll services that ensure compliance with ever-changing tax laws and regulations, handling all federal, state, and local filings for businesses of any size.

IRS Audit Representation

If you’ve received an IRS audit notice, we can represent you and help resolve the issue efficiently, often saving you more than the cost of our services and bringing the audit to a swift conclusion.

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IRS Letter or Notice

If you've received an IRS letter or notice, we can help you understand it, respond appropriately, and resolve any issues efficiently, ensuring compliance and minimizing any potential impact.

IRS Audits of Tax Returns

If you’re facing an IRS audit of your tax returns, we can guide you through the process, represent you, and help resolve any issues, ensuring the best possible outcome for your situation.

Unfiled Returns

We help you file missing returns and work out a payment plan or Offer in Compromise to resolve the issue with the IRS.

Back Taxes Owed

If you owe back taxes, the penalties and interest can quickly increase your debt, but we can help you assess your options and negotiate a manageable payment plan with the IRS to avoid liens or levies.

Payroll Taxes Owed

If you’re behind on payroll taxes, it’s crucial to act quickly, as the IRS can target both your business and personal assets. Our tax experts can help resolve payroll tax issues and protect your business and finances.

Liens

We can help remove a federal tax lien by appealing it, reducing penalties, or setting up a payment plan with the IRS.

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Levies and Seizures

We can help you stop an IRS levy by appealing the notice and negotiating a payment plan before it takes effect.

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Offer in Compromise

Settle your tax debt for less with an Offer in Compromise, or find other payment options if you're not eligible for the program.

Spouse Relief

We can help you apply for Innocent Spouse Relief or Injured Spouse Relief if you're unfairly held responsible for tax debts or lost refunds due to your spouse's actions or debts.

Obtain Your IRS File

We can help you obtain your IRS file through the Freedom of Information Act, review its contents, and guide you on the best course of action to resolve any tax issues.

Penalty/Interest Abatement

We can help you reduce or eliminate IRS penalties and interest by identifying opportunities for abatement, including the first-time penalty waiver, or through provisions for IRS errors.

Business Consulting

Guide you through challenges and opportunities, from expansion to restructuring, ensuring the best decisions for your future.

Buying or Selling a Business

Support you with valuations, buyer vetting, due diligence, negotiation strategies, and financing guidance every step of the way.

Financial Analysis

Unlock opportunities for better management, planning, and decision-making, and we’re here to provide the insights your business needs to thrive.

Accounting Software Implementation

We help you choose and implement secure, flexible accounting software that fits your business needs today and adapts to future growth and changes.

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Business Entity Selection

This decision is crucial for your financial and tax success, and we’re here to guide you through every stage of growth.

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Management Advisory Services

Enhance your business’s efficiency and operations, offering support in planning, mergers, acquisitions, and more

Financial Statements

Accurate financial statements are vital for decision-making and presenting your business to stakeholders, and we’ll work closely with your team to deliver them on time.

HOW IT WORKS

Get Started in 3 Easy Steps

1. Create Your Secure Account

Start by setting up your client portal. This will give you access to your client dashboard and important next steps to begin the process.

2. Upload Documents

Upload your tax documents securely through the portal, or if you prefer, mail them to our office. We’ll keep everything organized and ensure nothing is missed.

3. Review & File with Confidence

As you provide the necessary information, we’ll handle the rest. Once your return is complete, we’ll notify you for a final review before filing. You’ll have peace of mind knowing your taxes are handled with precision and care.

DIFFERENCE

Why Choose Us?

Expert Knowledge
With years of experience in tax preparation and IRS assistance, we ensure every detail is handled correctly—saving you time, money, and worry.

Affordable Pricing
High-quality service doesn’t have to break the bank. We offer transparent, competitive pricing with no hidden fees.

Veteran Owned
We are a virtual tax and accounting firm owned by veterans, dedicated to serving a diverse clientele across the United States.

TESTIMONIALS

Don't Just Take Our Word For It, Ask OurClients

Nathan Frost

Ron Ortiz is an excellent tax professional with outstanding communication skills. He explains complex tax matters clearly and ensure clients understand every step of the process. His responsiveness and attention to detail make tax filing stress-free. He promptly answer questions and provide updates, making sure everything is completed accurately and on time. Highly recommend for anyone looking for a knowledgeable and approachable tax preparer!

AG Insurance Solutions

We have worked with Ron Ortiz, The Tax CPA for many years now, and cannot speak highly enough of the exceptional service! Ron’s professionalism and swift response times are unmatched. We truly value his knowledge in all things accounting and tax related. Involving him as a vendor has positively impacted our business, far beyond our expectations!

Curt Miller Music

Ron is very knowledgeable and really knows what he is doing. It is obvious he is a natural with finances (both business and personal), taxes, investments and the like, I would highly recommend him to anyone looking for someone they can trust in this area.

FAQs

Frequently Asked Questions

How much do your services cost?

Our tax return preparation services start at $150. Pricing may vary depending on the complexity of your tax situation. Contact us for a personalized quote.

What documents do I need to provide for my tax return?

To file your taxes, you’ll need:

  • W-2s or 1099 forms
  • Social Security numbers for you and your dependents
  • Last year’s tax return (if available)
  • Documentation for deductions or credits (e.g., mortgage interest, medical expenses, education credits)
  • Any IRS notices you’ve received
    Don’t worry—we’ll guide you through the process to ensure nothing is missed!
Can you help if I haven’t filed taxes in years?

Yes, we specialize in filing prior year tax returns. No matter how many years you’ve missed, we’ll help you get caught up and stay compliant with the IRS.

What if I made a mistake on a previous tax return?

Mistakes happen, and we’re here to fix them. Our amendment services ensure your corrected return is filed accurately, minimizing any penalties or overpaid taxes.

How long does it take to file my taxes?

Once we have all the necessary documents, most tax returns are completed within the same day. For complex returns or IRS issues, we’ll give you a clear timeline upfront.

GET STARTED

Take the First Step Toward

Stress-Free Taxes

Don’t let tax season overwhelm you. We make filing simple, accurate, and stress-free. Whether you’re filing for the current year, catching up on past returns, or need IRS assistance, we’re here to help.