Our Personal Financial Services

As part of Latino CPA’s mission of helping minorities, we offer services to make our customers financial lives a lot easier so they can focus on the important things in life. We can take care of your taxes and give you financial financial advice that will help you.

If any of our services can help you, please make an appointment to schedule a one-on-one meeting!

Personal Financial Services

Your one-stop-shop for all things Tax:

  • Individual Returns including

    • Schedule A

    • Schedeule C

    • ITIN Application and Renewal

    • State Returns

    • Tax Planning

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personal financial planning

Advice and solutions on: retirement, savings, debt reduction, investment, purchasing a home, setting a budget, improving credit organically, etc.

Launching a new business

If you are planning on launching a new business, we can totally help! We can help you on all the daunting details such as formation, business plan, making a logo, business cards, and all the other compliance details. The best part is you can pick and choose what is best dor you. You just focus on the operational stuff and sales and we can take care of the rest for you.

Check out our Business service page for more info on launching your business.