Business Details
50+ Years
experience
Expert Tax Services La Puente, CA
Since 1972, our team has provided expert tax preparation and financial services tailored to individuals and businesses in La Puente. We combine decades of experience with personalized strategies to ensure compliance while minimizing tax liabilities. Our dedicated professionals deliver timely, accurate solutions for personal tax returns, partnership LLC filings, and nonprofit organization guidance.With a focus on client-specific needs, we prioritize clear communication and actionable financial advice. As a locally trusted service, we maintain a commitment to integrity and precision in all tax-related matters.
Services
Personal Tax Preparation
Business Tax Services
Bookkeeping
Details
- Year established: 1972
Highlights and features
- We offer tax preparation expertise since 1972
- Our team ensures you pay the minimum legally required
- Services customized to each client's specific needs
- Knowledgeable staff dedicated to timely and efficient service
- Trusted by clients in La Puente for decades
What people say
Expert tax guidance
Personalized service
Long-term reliability
Accurate filings
Knowledgeable staff
Services
Personal Tax Preparation
We specialize in preparing comprehensive personal tax returns for all income levels. Our experts ensure correct deductions and credits while maintaining compliance with current tax laws. Clients receive tailored advice to optimize financial decisions and minimize liabilities.
Business Tax Services
Specialized tax solutions for corporations, partnerships, and LLCs. We handle complex filings, quarterly estimates, and compliance requirements to reduce organizational tax burdens. Our services include strategic planning for year-round financial efficiency.
Bookkeeping
Accurate bookkeeping services maintain organized financial records for tax readiness. We track income, expenses, and payroll to provide clear financial insights. This service supports informed decision-making and simplifies audit processes for businesses.
People
Philp E. Shura
Owner/Notary
With decades of experience in tax preparation and notary services, Philp E. Shura leads Bates Income Tax & Notary Svc & Notary Svc as a trusted advisor to La Puente residents and businesses since 1972.
Questions
What tax services do you offer for individuals?
We provide complete personal tax return preparation with strategies to maximize refunds and minimize liabilities. Our services include W-2 processing, investment income reporting, and deduction optimization.
Do you handle business tax filings?
Yes, we specialize in business tax services including corporate returns, partnership LLC filings, quarterly estimated taxes, and payroll tax reporting for small to mid-sized companies.
How does bookkeeping help my business?
Our bookkeeping maintains organized financial records, tracks cash flow, and ensures accurate reporting. This preparation simplifies tax filings and supports better financial decision-making throughout the year.
Is appointment scheduling flexible?
We offer regular business hours Monday-Friday 9-5 with after-hours and weekend appointments available to accommodate client schedules.
