EZ Latino Services

Our Services | EZ Latino Services

Our Services

Tax Preparation

Ensure accurate and efficient filing with our expert tax preparation services tailored to meet your unique financial needs. We maximize deductions and credits.

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Tax Debt Resolution

In partnership with Community Tax, we offer tax resolution services to help you address and resolve your tax issues. Our team of experts works with you to negotiate with the IRS.

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Translation Services

Break language barriers with our professional translation services. We ensure accuracy and cultural relevance for all your personal and business documents.

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Business Formation

Launch your business with confidence using our comprehensive formation services. We handle the paperwork so you can focus on building your brand.

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Insurance
(auto, home, life, business)

Protect what matters most with customized insurance solutions for your personal and business needs. Our policies provide comprehensive coverage and peace of mind.

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ITIN Applications

Simplify the ITIN application process with our knowledgeable assistance. We help you navigate requirements to ensure timely approvals.

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Notary Services

Convenient and reliable notary services for all your official document needs. We guarantee professionalism and accuracy for your legal and business requirements.

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Identity Protection

Access affordable legal support when you need it most. Our plans provide coverage for a variety of legal issues to protect your rights and interests.

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Legal Protection

Access affordable legal support when you need it most. Our plans provide coverage for a variety of legal issues to protect your rights and interests.

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Mortgage Loans

Achieve homeownership with competitive mortgage loan options. Our team guides you through the process for a smooth and stress-free experience.

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Investments

Secure your financial future with expert investment guidance tailored to your goals. We provide tools and advice to grow and protect your wealth.

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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
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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.