Taxes United

Latino Tax Fest is just 5 days away! 💃🏽

I’ve been working so hard with Ross Olson to prepare a full demo of the Intuit Accountants Cloud Platform for my upcoming session.

Six years ago, I sat on a table as an Intuit Tax Council member with the top tax pros in the industry and I heard about Tax Advisory for the first time.

I knew I had been providing tax advisory services for my clients and my best clients were already asking for this service, but I didn’t know where to start.

I needed to learn advanced tax strategies, how to price such valuable service but mainly how to help my clients implement it during the year.

While I still had a physical office in 2018, I selected 50 business clients who were interested in Tax Advisory and taught them how to do their part in our engagement. They learned how to automate their sales, expenses, taxes and payroll. Then, we sat down and learned about their business and personal goals and we started quarterly meetings to identify and implement realistic and personalized tax strategies. Before 2020, only 35 business clients were a great fit to our new business model, they knew how to do their part and we had automated the most important piece for advisory - up-to-date bookkeeping/financial reports.
During the pandemic, we had up-to-date bookkeeping and got our clients all the funding and tax advisory they needed for their businesses. My 35 clients have not only saved $$$$$ on taxes but have also acquired multiple assets of which we also provide accounting, tax and advisory.

Our session at Latino Tax Fest will show you the software step-by step that allowed me to automate the most important piece to make Tax Advisory a total success for my tax practice.

See you soon! 😉

Nos vemos en 🥳

Our clients are hardworking Latino entrepreneurs who’ve built successful businesses from zero. ✊🏽

They’re experts and innovators in their fields, tech-savvy, and value talent.

They’re also kind, respectful, and pillars for their clients, teams, and families.

Family means everything to us. We work exclusively with business owners who put family first because what’s success if we cannot share it with the ones we love?

We hold our clients in high esteem, treating them as integral members of our own family.

We work hand in hand with those genuinely committed to embarking on a journey towards long-lasting wealth and growth.

As a result, we mostly serve clients who are Latinos, professional service providers and service-based business owners.

Now Accepting NEW Clients 🥳

For Tax Planning | Tax Year 2024

Now Until September 2024

Client Requirements:

😎 Be a USA Small Business Owner

💰 Make a Minimum Profit of 100k/Year (After Expenses)

👩🏽‍💼 Be Willing to Work 100% Virtually with a Tax Advisor

🤝🏼 Be Willing to Pay a Monthly Subscription starting at $350/Month

If you’re a business owner looking to partner with a Tax Advisor for a year-round service, comment “join TU” and I will send you more information.

This is the guarantee your business needs this tax season. 💸

A business tax return prepared by a knowledgeable Tax Professional.

You can rest assured that your tax return has been prepared with great attention to detail and done correctly because we’ve asked all the right questions and documents.

We are knowledgeable and have 12+ years of experience preparing tax returns and understand the industry.

Thank you for continued partnership! 🤝🏼

🥳 Your tax return is ready to send to the IRS, we will send you an e-signature request via DocuSign.

If you are filing a joint return, your spouse will also receive an e-mail with an e-signature request. Both signatures are required to file the tax return. 🖊️ 🖊️

Time to meet with your Tax Advisor 🧠

Look for our email titled 2023 Tax Summary 👀

This email includes:
A summary of your tax return for you to review prior to our meeting 🧐
A Calendly link to schedule a Zoom meeting 📅
If you can’t meet with us, you can request Loom video recording 📼
Or simply, keep the conversation via email 😌

During our meeting, we will go over your tax return, answer your tax questions/concerns and finalize your tax return. 🤌🏽

If you’re a business owner, looking to partner with a Tax Advisor for a year-round service, comment “join TU” and I will send you more information. 🤝🏼

Thank you for submitting your tax organizer!

Now allow 7-10 business days for us to prepare a draft of your tax return. 👩🏽‍💻

We will examine the information and may contact you via email to request additional information during this time. 📧

Turnaround time depends on the complexity of your tax return and how fast you get back to us with additional information. 📲

“We believe in getting the best tax result possible not the fastest.” 💸

If you’re a business owner, looking to partner with a Tax Advisor for a year-round service, comment “join TU” and I will send you more information. 🤝🏼

We will begin collecting your tax information Thursday, February 1, 2024 through our secure tax client portal. 📑

Please wait for your email invitation to submit your tax information. 📧

Let us know if you do not receive the email invite by 02/02/24 by emailing us [email protected] 👩🏽‍💻

If you’re a business owner, looking to partner with a Tax Advisor for a year-round service, comment “join TU” and I will send you more information. 🤝🏼

Here’s how Taxes United will be processing individual tax returns this 2024 tax season.

Happy New Year!

Our first tax season deadline as business owners is approaching fast.

Therefore, to help us correctly generate 2023 1099 and W-2s, we will be sending out a list of contractors and employees to review, add and correct (as needed) before we finalize, e-file to the IRS and distribute these forms.

***Please note that this step and list ONLY APPLIES to those who cut checks, paid cash and did electronic transfers (Zelle, etc.) to employees and contractors.

If you only used Gusto and direct deposit to complete employee and contractor payments all year long, the list will not be sent to you.

If you are a small business owner profiting $200K/year and wants to learn how to be proactive with your business and personal taxes, comment “Join TU”

My biggest flex as a Latina Tax Advisor is to be part of the Intuit Tax Council. - Alejandra Matías

The most valuable time of the year for our members starts October 19, 2023. 🎉

Email invites to schedule your year-end tax meeting will go out on October 1, 2023. 🔔

Our most valuable time of the year for our members starts October 19, 2023. 🎉

Email invites to schedule your year-end meeting will go out on October 1, 2023. 👀

One for the books - our first LinkedIn Live with Lisa Brann, CPA, CGMA ☁️

Thank you for your support! 💙

☁️ Embrace the power of automation & learn pro-level cloud integration in the Intuit Accountants' upcoming LinkedIn live! Join special guests, Alejandra Matías, EA and Lisa Brann on June 13th, 8 AM PT / 10 AM CT! Learn more: bit.ly/43nEDxg

Another tax season is in the books!

I would like to take this opportunity to thank you, our clients, for choosing Taxes United for your small business accounting and tax needs.

Whether this was your first tax season with us or your eleventh, I’m truly grateful for your business.

Every tax season comes with unique challenges and this year was no exception. However, with your continued support, understanding and cooperation, we were able to overcome every obstacle. I truly have the best clients!

I also want to thank my friends, family, dog, partners/vendors and mentors for their continued support during these busy months.

The surprise gift cards, tips, tequila shots $ during my trip in Mexico and just all the kind gestures/words you sent were very much appreciated and just what I needed to push through.

As we look ahead to onboarding new clients and tax planning, I’ll continue to monitor and keep you posted on any developments that may affect your tax position and filings. Yes, tax reels will make a comeback soon.

We are honored to have been able to assist you this tax season!

This is the guarantee your business needs this tax season.

A business tax return prepared by a knowledgeable Tax Professional. 💡🧠

You can rest assured that your tax return has been prepared with great attention to detail and done correctly because we’ve asked all the right questions and documents.

We are knowledgeable and have 10+ years of experience preparing tax returns and understand the industry.

Thank you for your continued partnership!

When your tax return is ready to file to IRS, we will send you an e-signature request via DocuSign.

If you are filing a joint return, your spouse will also receive an e-mail with an e-signature request. Both signatures are required to file the tax return.

-accountant

During this step, you receive an email with a tax summary of your tax return. The email includes a Calendly link to schedule a Zoom meeting or you can request a Loom video recording where we over the tax return, answer your tax questions/concerns and finalize your tax return.

Thank you for submitting your tax organizer over the weekend.

Now allow 7-10 business days for us to prepare a draft of your tax return.

We will examine the information and may contact you via email to request additional information during this time.

Turnaround time depends on the complexity of your tax return and how fast you get back to us with additional information.

“We believe in getting the best tax result possible not the fastest.” - Chris Picciurro

😭 Thank you, Intuit Accountants for allowing us to share our story on our 10th anniversary and for being part of our success.

The cloud solution from Intuit offers automated tax and accounting processes that give Alejandra more time to build client relationships, the ease of sharing data with her team in the cloud, and the freedom to work from anywhere. Learn more about Intuit ProConnect Tax here: http://bit.ly/3joRXj4

We will begin collecting your tax information this Wednesday, February 1, 2023 through our secure tax client portal.

Please wait for your email invitation to submit your tax information.

Let us know if you do not receive the email invite by 02/02/23 by emailing us [email protected]

Here’s how Taxes United will be processing individual tax returns this 2023 tax season.

We will begin tax season Wednesday, February 1, 2023. 🪅

But before we begin, we will give you an update on what to expect from us this tax season.

Don’t miss our video on Friday 01/13/23. We will give you all you need to get started and help you file an accurate & timely tax return.

A tax return doesn’t cost your business $500-$1,200 (the prep fee), it costs your business a year or more of financial possibilities. 💸

here I come! ✈️

Time to save on your 2022 taxes! 🤩

Taxes United PLLC on Instagram: "Time to save on your 2022 taxes! 🤩 Schedule your year-end tax meeting with your tax advisor today! taxreturns #smallbusiness #smallbusinessadvisor... Taxes United PLLC shared a post on Instagram: "Time to save on your 2022 taxes! 🤩 Schedule your year-end tax meeting with your tax advisor today! taxreturns ...