EZ Latino Services

Our Services | EZ Latino Services

Our Services

Tax Preparation

Navigate tax season with confidence through our comprehensive tax preparation services. Our experienced team stays current with the latest tax laws to ensure you receive every deduction and credit you're entitled to. We handle everything from simple individual returns to complex business filings, maximizing your refund while ensuring full compliance.

Get Started

Tax Debt Resolution

Facing tax debt can be overwhelming, but you don't have to deal with it alone. In partnership with Community Tax, we offer professional tax resolution services to help you address and resolve your tax issues. Our team works directly with the IRS on your behalf to negotiate payment plans, settle tax debts, and explore options like Offer in Compromise for the best possible outcome.

Get Started

Translation Services

Break down language barriers with our professional translation services. We provide accurate, culturally-sensitive translations for all your personal and business documents. Our skilled translators are fluent in multiple languages and understand the nuances that make communication effective, ensuring nothing gets lost in translation for legal documents, business contracts, or personal correspondence.

Get Started

Business Formation

Turn your entrepreneurial dreams into reality with our comprehensive business formation services. We handle everything from selecting the right business structure (LLC, Corporation, Partnership) to filing articles of incorporation and obtaining your EIN. Our goal is to set your business up for success from day one, managing all the paperwork so you can focus on building and growing your brand.

Get Started

ITIN Applications

Obtaining an Individual Taxpayer Identification Number (ITIN) is essential for tax compliance when you don't qualify for a Social Security Number. Our experienced team simplifies the ITIN application process, guiding you through each step with clarity and expertise. We help you gather necessary documentation, complete required forms accurately, and submit your application to minimize delays and ensure timely approval.

Get Started

Notary Services

When you need official documents notarized, reliability and accuracy are paramount. Our professional notary services provide the convenience and trustworthiness you need for all your legal and business requirements. Whether finalizing real estate transactions, executing powers of attorney, or signing important contracts, our certified notaries ensure every document is handled with the utmost professionalism.

Get Started

Mortgage Loans

Homeownership is a significant milestone, and we're here to help you achieve it with competitive mortgage loan options tailored to your financial situation. Our mortgage specialists work with multiple lenders to find you the best rates and terms available. From pre-qualification to closing, we guide you through every step, whether you're a first-time homebuyer or looking to refinance.

Get Started

Investments

Building wealth for your future requires strategic planning and expert guidance. Our investment services provide you with the tools, knowledge, and advice needed to make informed decisions that align with your financial goals. We work with you to develop personalized investment strategies, from retirement planning and portfolio diversification to wealth preservation and growth strategies for long-term prosperity.

Get Started

Bookkeeping

Building a strong financial foundation starts with accurate, organized bookkeeping. Our bookkeeping services give you the clarity and confidence you need to understand your numbers and make informed business decisions. We work with you to maintain precise financial records, manage day-to-day transactions, and ensure your accounts stay up to date, so you can focus on growing your business while staying compliant and financially healthy.

View Plans

Get Started

Bookkeeping Plans

Basic Bookkeeping

$200-$400 / Month
  • Income & Expense Tracking
    (up to 50 transactions)
  • Bank accounts reconciled monthly
  • Quarterly financial reports
  • Up to 2 accounts
  • Payroll service NOT included
Get Started

Complete Bookkeeping

$900-$1500 / Month
  • Income & expense tracking
    (up to 300 transactions)
  • Bank accounts reconciled monthly
  • Quarterly financial reports
  • Up to 4 accounts
  • Payroll processing
    (up to 50 employees)
  • Tax preparation
  • Tax planning
Get Started

Frequently Asked Questions

What documents do I need to file my taxes?

You'll typically need your ID, Social Security or ITIN, W-2s, 1099s, income records, and deductible expense receipts. If unsure, we’ll guide you step-by-step.

How much does tax preparation cost?

The cost of tax preparation depends on the complexity of your return. You’ll always know the price before we begin working on your tax return.

How long does it take to get an ITIN?

It takes 7 weeks for the IRS to notify you of your ITIN application status (9 to 11 weeks if you submit the application during peak processing periods, January 15 through April 30).

Will the IRS take my refund if I’m behind?

Yes — if you owe back taxes, the IRS can apply your federal refund to your outstanding balance. This is called an offset.

Can I invest if I only have an ITIN?

Yes, you can! Many financial institutions allow individuals with an ITIN to open investment accounts. Having an ITIN does not prevent you from building wealth through investing. We have helped many individuals open their investment accounts with their ITIN.

What is a financial plan?

A financial plan is a strategy that combines an investment account and a life insurance policy — giving you two powerful tools in one plan. It helps you grow your wealth while protecting your family, so you can plan for the future with confidence.

Can I get life insurance coverage if I don’t have a Social Security number?

Yes, you can obtain coverage if you have an ITIN. We have helped many ITIN holder individuals get protected without the need to have an SSN.

If I apply for life insurance, do I get living benefits?

Yes! Our life insurance policies include living benefits, allowing you to access a portion of your death benefit up to 70% while you’re still alive in case of critical, chronic, or terminal illness. We can help you choose a policy that fits your needs.

What types of investment accounts do you offer?

We offer a variety of investment account options based on your goals and financial situation, including retirement accounts (IRAs, Roth IRAs), brokerage accounts, education savings plans, and business plans (SEP, Simple, 401k). We’ll help you choose the best fit based on your needs, risk level, and long-term strategy.

Can you help me form an LLC?

Yes! We can help you register your business and obtain your EIN. We also offer bookkeeping services and tax preparation for small businesses.

When will I receive my tax refund?

Most refunds are issued within 21 days if filed electronically and with direct deposit. Filing by paper or choosing to receive a mailed check may result in a longer wait.

How can I make a payment to the IRS?

You can pay directly on the IRS website using a bank account, debit card, credit card, or payment plan. Make a payment here.

Where can I check my refund?

You can check the status of your refund using the IRS tool “Where’s My Refund?” online or in the IRS2Go app. You'll need your Social Security or ITIN, filing status, and refund amount.

How do I get copies of my old tax records or transcripts?

You can request them online through the IRS “Get Transcript” system or by mail. If you need help accessing your records, we can request them for you with your permission.

Where can I learn more about how money works, life insurance, and financial planning?

To learn more about our valuable concepts, click here to get your free digital book.