Meet Our Team

Meet Our Team

NZLN7882-2-Copy-298x300 1

Elmer Lazo

Real Estate/Insurance Agent 

NZLN7882 (2) - Copy

Judith Lazo

Tax Preparer/Bookkeeping

About Our Family Business

About Our Family Business

Our family business has proudly provided professional tax preparation services since 2006. Built on a foundation of trust, integrity, and a commitment to service, we have dedicated ourselves to helping individuals, families, and small businesses meet their tax obligations with confidence, accuracy, and peace of mind.

Background of Our Family Business

Background of Our Family Business

Since our beginnings in 2006, our family has worked together to build a reliable, community-focused tax preparation service. What started as a small family initiative has grown into a service recognized for its professionalism, personalized attention, and consistent results.

Over the years, we have remained committed to treating every client as part of our extended family, providing respectful, honest, and dependable service.

Senior partners planning with papers and laptop
Young couple signing rental contract with real estate agent at apartment viewing, discussing financial plan and insurance with advisor.
Experience and Client Services

Experience and Client Services

From 2006 to the present, our family business has provided tax preparation services to a wide variety of clients, including:

  • Individual taxpayers (W-2 and 1099 income)
  • Self-employed workers and contractors
  • Small business owners
  • Families and first-time filers
  • Immigrants needing ITIN assistance
  • Clients with prior-year returns and IRS letters

Our experience allows us to handle both simple and complex tax situations with care and precision.

Services We Offer

Services We Offer

Our family business offers a full range of tax services, including:

Federal and state tax preparation

Small business and self-employed tax filings

Tax planning and advisory services

Amendments for prior-year returns

Assistance with IRS letters and notices

ITIN applications and renewals

Refund optimization and tax credit review

Our Values

Our Values

As a family business, we are guided by core values that define our work:

  • Integrity in every tax return we prepare
  • Confidentiality and protection of client information
  • Honest and transparent service
  • Personalized attention for every client
  • Long-term relationships built on trust
Man calculating personal expenses at home
A female financial advisor sits with a millennial age married couple at a dining room table with laptop and financial reports helping with their monthly budget and investments. She is showing her clients how to read financial reports and monthly finances, pay taxes and save money for the future.
Our Commitment to the Community

Our Commitment to the Community

We are proud to serve our local community and support families and small businesses with reliable tax solutions. Our goal is to make tax preparation simple, accessible, and stress-free for all our clients.

With more than 18 years of continuous service since 2006, our family business remains committed to delivering high-quality tax preparation services. We take pride in our history, our clients, and the trust we have built over the years, and we look forward to continuing to serve our community for many years to come.