Business Details
49 Years
experience
Your Trusted Partner for Accounting and Tax Advisory Services
Founded in 1977, Ibarra Carrillo Soto CPAs + Advisors has built a legacy of delivering comprehensive accounting, tax, and financial advisory services to regional clients operating nationally and internationally. Our team of licensed CPAs combines decades of experience with specialized expertise in cross-border transactions, international tax compliance, and corporate financial strategy. We maintain a client-centric approach, prioritizing personalized service while adhering to the highest standards of professional ethics and technical proficiency. Our commitment extends beyond financial reportingwe actively engage in community development and provide tailored solutions for estate planning, audit frameworks, and business projections.With a proven track record in navigating complex regulatory environments, including the Corporate Transparency Act, we ensure clients achieve compliance, optimize financial performance, and secure long-term growth. Our multidisciplinary team stays current with evolving tax codes and global financial trends, offering actionable insights that align with individual and corporate objectives. By integrating advanced technology with traditional accounting principles, we deliver efficient, transparent, and reliable services that empower clients to make informed decisions. Our reputation for excellence is built on consistent client engagement, proactive problem-solving, and a dedication to exceeding industry benchmarks in every engagement.
Services
Accounting
Audits
Estate Planning
International Tax
Tax
Corporate Transparency Act Compliance
Financial Statement Preparations
Payroll Services
Workers Comp Audits
Business Projections
Details
- Year established: 1977
Highlights and features
- We have over 45 years of experience in international tax and accounting services.
- Our team provides personalized compliance solutions for the Corporate Transparency Act.
- We specialize in cross-border transaction advisory for global businesses.
- Our client-centric approach ensures tailored financial strategies for every client.
- We combine advanced technology with traditional accounting expertise for efficient outcomes.
Services
Accounting
Our accounting services optimize financial processes for businesses of all sizes, ensuring accurate, timely, and cost-efficient insights. We handle bookkeeping, compliance reporting, and system implementation to enhance operational efficiency. Our expertise spans bank reconciliations, payroll processing, and financial statement preparation, supporting data-driven decision-making.
International Tax
We specialize in cross-border tax planning and compliance for individuals and businesses engaged in international transactions. Our services include FBAR reporting, income tax treaties, transfer pricing, and pre-immigration tax strategies. Our advisors navigate U.S. and foreign tax laws to minimize liabilities and ensure regulatory adherence for global operations.
Estate Planning
Our estate planning services design personalized strategies to protect assets and minimize tax burdens for future generations. We focus on trust creation, gifting strategies, and tax-efficient asset transfer, ensuring client wishes are fulfilled while adapting to legislative changes that impact estate plans.
Audits
We conduct comprehensive audits and internal control reviews tailored to client needs, ensuring compliance with industry standards. Our approach includes risk assessment, procedural enhancements, and customized Agreed-Upon Procedure engagements to improve financial transparency and operational efficiency for businesses and nonprofits.
Corporate Transparency Act Compliance
We assist businesses in meeting Corporate Transparency Act requirements by verifying and submitting ownership information to FinCEN. Our service ensures accurate registration of beneficial owners, officers, and investors, providing a streamlined solution to avoid penalties and maintain federal compliance.
People
Armando
Managing Partner
With over 30 years of experience, Armando specializes in accounting services for corporations, trusts, and individuals, including tax compliance, financial audits, and business advisory. He focuses on delivering tailored solutions for financial reporting and operational efficiency.
Fernando
Partner
Fernando advises on international tax planning, particularly U.S.-Mexico cross-border matters. He specializes in pre-immigration tax strategies, compliance, and investment structuring for high-net-worth individuals and multinational businesses.
Wendy
Partner
Wendy provides tax planning and audit services for local and international clients in manufacturing, construction, and hospitality. Her expertise includes multi-state tax compliance, payroll audits, and financial statement compilation to minimize liabilities.
Charlie
Partner
Charlie advises high-net-worth individuals and cross-border businesses on complex tax issues, offering strategic planning for family offices and global enterprises. His focus is on holistic financial advisory to ensure long-term client success.
Questions
What services does Ibarra Carrillo Soto offer?
We provide accounting, tax planning, international tax compliance, estate planning, audits, and Corporate Transparency Act compliance services for businesses and individuals.
Do you handle international tax matters?
Yes, our team specializes in cross-border transactions, FBAR reporting, and tax treaties for global clients.
What is the Corporate Transparency Act compliance service?
We help businesses register ownership information with FinCEN to meet federal requirements under the Corporate Transparency Act.
Are your services available for small businesses?
Yes, we offer tailored accounting and tax solutions for businesses of all sizes, including process optimization and compliance reporting.
