EZ Latino Services

Our Protection Plans

Life Insurance

Secure your family's financial future with our comprehensive life insurance plans. We provide peace of mind.

Home & Car

Protect your most valuable assets with our bundled packages. Whether storm damage or a fender bender, we help.

Commercial

Safeguard your business operations with tailored solutions. We offer liability and property coverage for your unique needs.

Comprehensive Life Insurance

Life insurance isn't just a policy; it's a promise to your loved ones. We analyze your financial situation to recommend coverage that ensures mortgages, education costs, and daily living expenses are covered no matter what happens.

  • Term Life: Affordable protection for specific periods.
  • Universal Life: Flexible permanent coverage with cash value.
  • Estate Planning Support.
Family protected by life insurance

Bundle Your Assets: Home & Auto

Simplify your life and save money by bundling your insurance. We provide robust protection against theft, natural disasters, and accidents. Our claims process is streamlined to get you back on your feet quickly.

  • Multi-policy discounts available.
  • 24/7 Roadside assistance options.
  • Replacement cost coverage for personal property.
Home and car insurance bundle

Business & Commercial Liability

Every industry has unique risks. Whether you run a retail shop, a construction firm, or a tech startup, we tailor policies to mitigate risk. Focus on growing your business while we handle the "what-ifs."

  • General Liability & Workers' Comp.
  • Cyber Liability for data breaches.
  • Commercial Property & Fleet Insurance.
Commercial business insurance setting

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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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MOST POPULAR

Bookkeeping + Payroll

$500-$800 / Month
  • Income & expense tracking
    (up to 200 transactions)
  • Bank accounts reconciled monthly
  • Quarterly financial reports
  • Up to 3 accounts
  • Payroll processing
    (up to 10 employees)
  • Tax planning
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

** There is a one-time software setup fee that includes: company information, customized chart of accounts, bank and/or credit card integration **

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.