URETA CPA, LLC simplifies taxes and finances, ensuring clarity, security, and manageability. I build trusted client relationships through personalized attention and a privacy-first approach. Every service — from individual filings to business support, planning, and bookkeeping — is designed to streamline processes and provide lasting peace of mind.
Individual Tax Preparation & Filing
Clarity and confidence in every return. Accurate guidance simplifies and streamlines the filing process.
- Federal & State Returns
- Life Event Support (marriage, home purchase, retirement, inheritance)
- IRS Representation
- Year-Round Filing Assistance
Business Tax Services
Smart compliance for complex entities. Ensure precise and compliant filings for S-Corporations, Partnerships, and Trusts & Estates.
- S Corporation & Partnership Returns
- Trust & Estate Filings
- Entity Selection & Structuring
- Year-Round Filing Assistance
Tax Planning
Plan today, save tomorrow. Proactive strategies minimize liability, prepare for life events, and protect long-term wealth for individuals and entities.
- Personalized Tax Strategies
- Estimated Tax Payment Calculations (avoid penalties and manage quarterly obligations)
- Life Event Tax Impact Analysis
- Year-Round Advisory
Bookkeeping
Accurate books are the foundation of smart tax planning. Clear and organized records ensure smooth business operations and support accurate tax filings.
- Monthly & Quarterly Bookkeeping
- Transactional Recording & Categorization
- Bank & Credit Card Reconciliation
- Financial Statements Preparation (Profit & Loss, Balance Sheet)