EZ Latino Services

Careers | EZ Latino Services

Join Our Team

Tax Preparer

At EZ Latino Services, we are always looking for motivated, detail-oriented individuals who are passionate about helping others and growing professionally. If you’re interested in building a career in tax preparation, we invite you to join our team.

As a Tax Preparer with EZ Latino Services, you will work in a supportive, team-oriented environment where education, mentorship, and integrity are a priority. Whether you are new to the industry or looking to grow your existing experience, we provide the tools and guidance you need to succeed.

What We Offer

  • Mentorship and ongoing support
  • Access to professional tax preparation software
  • Tax training and continuing education
  • Due diligence and compliance training
  • PTIN assistance
  • Marketing assistance to help you build and grow
  • Opportunity to grow within a bilingual, community-focused firm

Why EZ Latino Services: We believe in investing in our team. When you join EZ Latino Services, you’re not just taking a job - you’re building a career with guidance, resources, and a team that wants to see you succeed.

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Financial Services

(insurance agent, financial advisor, & mortgage loan officer)

We are looking for motivated and dedicated individuals who are interested in earning extra income or starting a long-term career in the financial services industry. This role is ideal for individuals looking to grow in areas such as insurance, investments, and mortgage lending, with full training and support provided.

No prior experience is required. We believe in developing talent from the ground up and provide the tools, education, and mentorship needed to succeed. Our team-oriented environment is designed to help you grow confidently while building a rewarding career.

What We Offer

  • Comprehensive training
  • License sponsorship and exam support (no experience required)
  • Ongoing mentorship and professional development
  • Competitive compensation
  • Flexible schedule (full-time or part-time opportunities available)
  • Marketing and business development support
  • The ability to work from home

You’ll receive hands-on training, continuous support, and the opportunity to build a career - or side income - while helping clients protect and grow their financial future.

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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
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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.