P.TA Tax
Our Story
Hi there! Welcome to P.ta Tax. We are dedicated to helping business owners and individuals take control of their finances and understand the importance of tax planning. We are committed to being not only your tax advisor but also your guide through any tax situation.
At P.Ta Tax we believe in building trust and creating relationships that feel like family. We deeply value time, family, and financial freedom – the things that truly matter in life. With an arsenal of savvy tax strategies, we are ready to help your business save money and grow.
Our Awesome Team
Together we offer a range of services, including tax preparation, bookkeeping, tax planning, business structuring, and ITIN consulting – ALL in both English and Spanish!
Lupita Sotelo
Founder
Our founder, Lupita, brings 14 years of experience in tax preparation and is here to help you navigate the world of taxes with a smile.
Brianna Ruiz
Executive Assistant
Our executive assistant, Brianna, works alongside Lupita to ensure that you receive the best possible service.
Mission Statement
At P.ta Tax our mission is to empower individuals and business owners to take control of their finances and thrive! We are committed to providing professional, reliable and personalized tax advisory services that help our clients save money, grow their business, and achieve financial freedom. We believe in the importance of trust, transparency, and building long lasting relationships with our clients. Our goal is to make tax planning and preparation a seamless and stress-free experience so that you can focus on what matters most.