We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Are you a married couple looking to maximize your refund? A single mom wanting the most credits? Are you a recently retired person that needs help with retirement income? Or are you a successful small business with complex questions looking to reduce tax liability? David can help! The desire to help others has always been a passion for Mr. Cortez. With extensive experience in
individual, business, state tax preparation and planning. He loves what he does and loves to help his clients get favorable results.
“I have a unique knowledge than that of other tax professionals and accountants. Being a small business owner and also president of a real estate company, it puts me in a position to relate to business owners financial tax concerns. Through strong financial strategies, I am able to help my clients reduce tax liabilities.”
Call today and ask how David can help you!
Retired as a teacher and a high school counselor, Nancy helped students achieve their goal to graduate, enter college and life! She brings the same passion to our office. Nancy wears many hats. She is a tax preparer, firm administrator, customer service representative and wife.
“My job is to run the firm so David has more time to focus on client matters”
Come meet Nancy and ask how she can help