Accounting For You

If you want a passionate tax account that cares look no further. I’ve had my taxes done by Mary for years and I couldn’t be happier. She is highly responsive and has given me excellent advice throughout the year. I highly recommend Mary Juarez!

I have pretty complex business and personal tax requirements and have a CPA that I’ve been using for years, but was searching for someone who was familiar with IRS ITIN (SSN equiv for undocumented aliens) filing, which no one was interested or qualified to do. I called ½ dozen names listed by IRS as authorized agents for ITN filing and Mary Juarez sounded the most knowledgeable and asked the most detailed questions. It was clear from her pricing questions, that she more interested in getting things done correctly, rather than just filing an ITIN which was my original process.
I was expecting an office that just collects fees for filing ITIN applications (kind of like those shady private DMV shops) but to my surprise she was VERY knowledgeable and VERY professional!
She setup a meeting to meet with myself and my friend, and went through many scenarios and assisted him throughout the entire process. She gathered necessary documents, notarized others and filed with IRS telling us it would be 60 – 90 days if we are lucky. My friend had ITINS for his entire family in about 30 days! She is now helping him organize his business expenses so he can properly document his income and pay taxes, which will help him in the future.
Never did we feel we were «on the clock» or that she was trying to upsell other services or forms to file. She was very responsive by both email and phone.
I was so impressed with not just her professionalism, but her compassion for her clients, that I am likely going to move some of my investment organizations taxes to her since she has demonstrated her knowledge and her attention to detail.