Expert Tax Resolution Services

At Sam Ortiz CPA, we specialize in providing comprehensive tax resolution services tailored to meet your unique needs. Our mission is to relieve you of the burden of tax-related issues, offering peace of mind and financial clarity. Explore our services below and discover how we can protect your assets and resolve your tax challenges.

Our professional services include:

  • IRS Tax Resolution

  • Tax Preparation & Compliance

  • Assurance and Advisory Services

  • Financial & Consulting Services

  • Bookkeeping/Write-up

  • IRS Representation

  • Financial Projections and Forecasts

  • Client Education & Strategy

  • Taxpayer Advocacy

  • Small Business Accounting

IRS Tax Resolution

Facing IRS challenges? Let us handle the pressure.

Services Include:Audit RepresentationOffer in Compromise (OIC)Installment AgreementsWage Garnishment ReleaseBank Levy RemovalWhy Choose Us?Our proven strategies help resolve tax debt while protecting your income and assets.

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Payroll processing
Cash flow budgeting and forecasting
Personal financial statements
Corporate tax planning and return preparation

Tax Compliance

Stay on the right side of the IRS with our proactive compliance services.

What We Cover:Filing Past-Due Tax ReturnsQuarterly Estimated Tax PaymentsBusiness Payroll Tax ComplianceOur Advantage:Avoid penalties and interest with accurate, timely filing.

Tax Preparation

Simplify tax season with expert preparation.

We Prepare:Personal Tax Returns (1040)Business Tax Returns (1120, 1120S, 1065)Sole Proprietor and Freelance Tax FilingsWhat You Get:Maximum deductions, minimized liabilities, and peace of mind.

Small Business Accounting

Focus on growth while we handle the numbers.

Services Offered:Bookkeeping and Financial ReportingTax Planning and StrategyQuickBooks Setup and SupportWhy It Matters:Streamlined accounting leads to smarter business decisions.

Taxpayer Advocacy

We’re here to protect your rights and negotiate on your behalf.

Our Advocacy Includes:Stopping IRS CollectionsTax Lien AssistanceInnocent Spouse ReliefYour Peace of Mind:Leave the negotiations to us and reclaim control over your finances.

Client Education and Strategy

Empower yourself with the knowledge to make informed decisions.

What We Provide :Educational Resources
Customized Tax Strategies
Monthly Newsletters
Stay Informed: Navigate tax laws and stay ahead of the curve with expert insights.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Request information about IRS Representation below

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Samuel Ortiz, CPA can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Request information about Cash Flow and Budgeting Analysis below

Debt and Finance Advising

Whether your needs are corporate or personal, Samuel Ortiz, CPA's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Why Work with Sam Ortiz CPA?

Over a decade of experience in tax resolution and financial advocacy
Personalized service tailored to your financial goals
A+ rating with the Better Business Bureau

Don’t face tax challenges alone. Let us protect your assets, secure your financial future, and handle the complexities of tax resolution for you.

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.