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Professional
Tax Preparation
for Individuals & Businesses

Fast, Accurate, Reliable — Every Time.

Maximize your refund and keep more of what you earn. Expert tax preparation with personalized service you can trust.

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Serving San Diego County, CA & Nationwide Virtually
Our Credentials
Certified Tax Preparer
IRS Authorized e-File Provider
5+ Years of Experience
English & Spanish Services
Year-Round Client Support
In-Person & Virtual Available
CTEC Registered Tax Preparer

Why Clients Choose Us

Fast Turnaround
Transparent Pricing
1099 & Self‑Employed Specialists
Small Business Experience
Personalized Tax Strategies
Year-Round Support
Secure Electronic Filing

What We Offer

Our Tax Services

Expert, personalized attention for every client — from simple returns to small business filings.

Individual Tax Returns

Federal & state filings for W-2 employees, retirees, and individuals.

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Self-Employed & 1099

Schedule C prep, deduction maximization & estimated tax guidance.

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Small Business Taxes

Returns for LLCs, sole proprietors, and S-Corps with year-round support.

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IRS Notices & Correspondence

Help responding to IRS letters, resolving discrepancies & payment plans.

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ITIN Applications

Assistance for non-residents, foreign nationals & mixed-status households.

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Tax Planning & Strategy

Year-round consultations to reduce your burden and plan for life changes.

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Simple & Straightforward

How It Works

Getting your taxes done has never been easier — three simple steps.

1

Reach Out & Schedule

Reach out by phone, email, text, or contact form. We’ll schedule an in-person or virtual appointment that works for you.

2

Submit Your Documents

Upload securely through our portal, bring them in person, or send via email. Use the checklist below to make sure you have everything.

3

Review & File

We prepare your return, walk you through it before filing, and e-file once you give the green light. That’s it.

Estimated
Turnaround

Standard Returns
1–3 Business Days
Individuals, W-2 employees, self-employed
Business / Complex Returns
2–8 Business Days
LLCs, S-Corps, multi-income, complex situations

Document Checklists

What to Bring

Select the category that applies to you.

Employed

W-2 Employees & Retirees

  • Government-issued photo ID
  • Social Security numbers (self & dependents)
  • W-2 forms from all employers
  • Last year’s tax return (if available)
  • Bank account & routing number
  • 1099s (interest, dividends, retirement)
  • Form 1098 (mortgage interest)
  • Dependent care expenses
  • Form 1095-A/B/C (health coverage)
  • Charitable donation receipts

Self-Employed

Freelancers & Contractors

  • Everything in the Employed list
  • 1099-NEC / 1099-MISC forms
  • Business income records
  • Expense receipts & invoices
  • Home office measurements (if applicable)
  • Mileage log
  • Health insurance premiums paid
  • Quarterly estimated tax payments
  • Phone & internet bills (if business use)

Small Business

LLCs, S-Corps & Partnerships

  • Everything in the Self-Employed list
  • EIN (Employer Identification Number)
  • Business bank statements
  • Profit & Loss statement
  • Balance sheet
  • Payroll records / W-2s issued
  • 1099s issued to contractors
  • Loan & interest statements
  • Prior year business tax return

Ready to Get Started?

No surprises — just straightforward, professional tax preparation.

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Secure Client Upload Portal

Your data is safe with us. Upload your documents securely anytime, anywhere.

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Jordy Santiago
Certified Tax Preparer
Certified Tax Preparer
5+ Years of Experience
English & Spanish Services
Year-Round Client Support
CTEC Registered Tax Preparer
5+
Years Experience
500+
Returns Filed

About Jordy

Dedicated to Getting You the Best Outcome

I'm Jordy Santiago, a certified tax preparer with over five years of experience helping individuals, freelancers, and small business owners navigate their taxes with confidence.

Taxes shouldn't be stressful. My approach is simple: take the time to understand your situation, ask the right questions, and make sure every eligible deduction is captured — so you walk away with the best possible outcome.

"I believe every client deserves honest, expert guidance — regardless of how complex their tax situation may seem."

Client Testimonials

Trusted by Real Clients

Honest words from people I've helped through their tax filings — from first-time filers to small business owners.

5.0 ★★★★★
Perfect rating across all reviews
Based on 2 verified client testimonials
★★★★★
Verified Client

Jordy has been doing my taxes for many years and he's simply the best — excellent work and always very professional.

LD
Lourdes D.
Individual Return · April 2026
★★★★★
Verified Client

Jordy is very professional and helpful. He answers all your questions and provides a fast, convenient filing experience while helping you maximize your savings. As a busy person, doing my taxes was always a challenge — but he made it so easy. He truly goes out of his way to accommodate you. I'm so glad he was recommended to me. Thank you, Jordy!

EH
Evelia H.
Individual Return · April 2026

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Get In Touch

Book Your Free Consultation

Tell me about your situation and which documents you have — I'll review everything and walk you through the next steps.

Let's Talk Taxes

Reach out by phone, text, WhatsApp, or email — I respond within one business day. No obligation, no pressure.

Phone / WhatsApp

(858) 242-8804

Office Hours

Mon–Sat, 9am–6pm

Service Area

In-Person & Virtual Available

The more detail you share, the better I can prepare for your consultation.

🔒 Files are transmitted securely. Common uploads: W-2, 1099, last year's return, receipts.

We respond in English or Spanish — whichever you prefer.