Tax Resolution Specialist

Securing Your Financial Future

Samuel Ortiz specializes in helping individuals and businesses navigate complex tax issues with personalized service and advanced AI-powered solutions.

WHO WE ARE

About Us

With over a decade of experience in tax resolution and financial consulting, Samuel Ortiz is a trusted CPA serving Los Angeles and Orange County. What sets us apart is our integration of AI technology, allowing us to offer innovative solutions that streamline tax preparation, optimize financial strategies, and resolve IRS issues swiftly. Samuel is committed to providing personalized service, with a focus on long-term financial success.

When he's not helping clients, Samuel enjoys staying up-to-date with the latest AI advancements and applying them to the evolving world of finance.

Our Expertise

List of services

Tax Resolution

From IRS audits to back taxes, we provide expert guidance and proven solutions to help you settle your tax issues once and for all. Our approach combines the human touch with AI-driven insights to deliver results.

Business Accounting

Whether you're a small business or a corporation, we provide comprehensive accounting services tailored to your specific needs, with a focus on accuracy and efficiency.

Tax Planning & Automation

We offer precision-driven tax planning that maximizes deductions and minimizes liabilities, giving you peace of mind all year round

Financial Consulting

We provide strategic financial consulting to help businesses grow, improve profitability, and plan for the future. Our AI solutions give you a competitive edge in the ever-changing financial landscape

What Our Clients Say

Samuel helped us navigate a complex IRS audit, and thanks to his expertise, we came out with a fair resolution. His innovative use of AI is impressive

JOHN DOE

As a business owner, I appreciate Samuel's dedication to providing accurate accounting and valuable financial advice. His AI solutions have streamlined our processes

Ayce E.

Let’s Solve Your Tax Issues Together

Whether you’re facing a tax dilemma or just simply need a strategic financial plan...
Samuel Ortiz CPA is your expert!
Book a consultation today and see how AI-powered solutions can transform your financial future

FAQS

How much do your tax preparation services cost?

Our pricing is tailored to your specific tax needs. We offer transparent and competitive pricing, with no hidden fees. The cost depends on factors such as the complexity of your return, the types of income and deductions involved, and whether you're an individual or a business. To get an accurate estimate, we encourage you to reach out for a personalized quote.

Can I file my taxes online with your service, or do I need to visit an office?

You can absolutely file your taxes online with us! We provide a user-friendly online platform that guides you through the entire tax preparation process. It's designed to be intuitive and accessible, and you can do it from the comfort of your home. Of course, if you prefer in-person assistance, we also have physical offices where you can meet with our experts.

What happens if I get audited by the IRS?

If you're audited by the IRS, don't worry; we've got your back. Our services include IRS audit support. Our team of tax professionals will assist you in understanding the audit process, preparing the necessary documentation, and representing your interests to the IRS. While audits can be stressful, our goal is to make the experience as smooth and manageable as possible, ensuring the best possible outcome for you.

Get In Touch

13112 Hadley St #109b, Whittier, CA 90601, USA