Empowering Businesses, One Relationship at a Time
Invictus Advisors is a bilingual firm of experienced executives located in San Diego, California. With additional locations in the U.S. and Mexico, our team has a deep understanding of cross-border business practices and is equipped to support your business. At Invictus Advisors, we pride ourselves on building close relationships with our clients and are dedicated to seeing them grow, thrive, and succeed in their chosen industries.
Our Services
As a business consultant, Invictus Advisors is here to help your business solve problems, meet needs, and achieve goals in an efficient and effective manner. Our services include:
- Budgets and Estimates: Clearly define your business's short-term and long-term needs with accurate sales forecasts and budgets.
- Asset Management: Effectively manage your intangible assets to gain a competitive advantage.
- Accounting Services: Our team offers comprehensive accounting solutions, including tax deductions, financial statements, and business consulting.
- Immigration Services: No matter how complex your situation, Invictus Advisors will fight for your rights as an immigrant.
- Human Resources: We provide expert management of human resources to ensure a solid organizational structure.
- Integrated Tax Services: Our integrated tax service provides a comprehensive and coordinated solution for all your tax needs.
- Legal Entity Creation: We offer customized solutions to introduce your business to the world.
Meet the Team
*Viviana Ibanez, Director of Programs*:
"During the past two years, I have had the opportunity to work with Invictus Advisors, first as members of the Otay Mesa Chamber of Commerce (where I work) and then as a client of their firm. They always seem to have the right answer to any question that may arise during those seminars. Not only that, but they provide excellent ideas for business owners, always ahead of the curve. I have seen them flourish and I would love nothing more than to see them succeed so they can continue serving our community."
*Roberto Knauf, Head of Hanco/Rowlbertos Media*:
"Invictus Advisors has been instrumental in the growth of our business. Their consulting has helped us formulate strategies, processes, and new ideas to implement in our business. Having them handle our accounting takes a lot of weight off my shoulders, and I know it's being done right from the start. We feel comfortable having them manage our monthly financial statements, corporate and personal taxes. The team is very friendly and approachable, but they also tell it like it is, which are the kind of honest comments we appreciate."
*Dr. Rafael Ramon, Founding Doctor of Acru Health: Precision Chiropractic*:
"When you're in the financial industry, you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions."
News and Updates
Stay tuned for our upcoming web series, "Lunch with the Shark, " featuring a wide range of topics to help you and your business thrive.
Exceptional Service and Expertise
The majority of reviewers have had a seamless and highly satisfactory experience with Invictus Advisors. The team is described as incredibly professional, transparent, and expert in their field. One reviewer, Ruth Villasenor, praised the team for taking the time to explain complex tax laws in a way she could understand, providing her with excellent advice on how to proceed. Another reviewer, Guille T., commended the team for saving her a significant amount of money on her taxes, noting that they were worth every penny.
Communication and Trust
All three reviewers mentioned the team's outstanding communication skills, which helped build trust and confidence in their abilities. Dominic Boull'T. credited the team with discovering tax breaks and strategies that significantly reduced his tax bill. A second reviewer, Ruth, appreciated the team's exceptional advice, which helped her sleep better at night. Guille T. echoed this sentiment, stating that the team was straightforward and honest in their dealings.
Outstanding Results
The reviewers all reported excellent results, with two reviewers experiencing significant savings on their taxes. Ruth referenced the team's guidance on how to proceed, which helped her navigate her complicated tax situation. Guille T. praised the team's expertise in tax return preparation, noting that they got what you pay for. Dominic Boull'T. highlighted the team's ability to discover tax breaks and credits that reduced his tax bill.
