EZ Latino Services

Meet Our Team

Zuleima Evaristo

Zuleima Evaristo

CEO

My name is Zuleima Evaristo, and I am the owner of EZ Latino Services. My goal was always to achieve financial freedom and independence, which led me to start my own business and become an entrepreneur. I am a tax professional, a licensed insurance agent, an Acceptance Agent (AA) and a notary public of NC. I have been a tax professional for 12 years now, ensuring that my clients receive the best service they deserve. I specialize in providing tailored tax solutions for both individuals and small businesses, ensuring they maximize their tax savings and stay compliant with tax laws. In addition to my tax background, I recently expanded into the financial industry-providing insurance, investments, and mortgage loan services-to help families protect what they have and achieve their financial goals. This new chapter allows me to offer a more complete range of services, ensuring my clients are supported not only at tax time, but all year long. As a bilingual professional fluent in both English and Spanish, I am able to provide personalized support to clients in the language they feel most comfortable with. My ability to communicate in both languages helps clients feel heard, informed, and confident when making important financial decisions.

Isabel Leon

Isabel Leon

Tax Preparer

Isabel has excellent customer service skills and genuinely enjoys helping others with integrity and respect. She is trustworthy, responsible, and always ready to take on new challenges. She is fully bilingual in English and Spanish, allowing her to communicate clearly and effectively with a diverse client base.

Karla Garcia

Karla Garcia

Tax Preparer

Karla is a dedicated and friendly bilingual tax professional with a strong customer service background and a passion for continuous learning. She enjoys helping clients understand their tax needs and takes pride in preparing accurate returns with care and attention to detail. She is organized, reliable, and committed to giving her best in every situation. Clients can expect clear communication, patience, and personalized support in both English and Spanish.

Janneth Lopez

Janneth Lopez

Tax Preparer

Janneth has over 9 years of experience in the finance and banking industry and is passionate about serving clients from all backgrounds. She takes pride in helping Spanish-speaking clients navigate the tax process with clarity and confidence, especially those who may find tax matters difficult to understand. This commitment is one of the main reasons she chose a career in tax preparation. Janneth is fluent in both English and Spanish.

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.