Business Details
49 Years
experience
Expert Accounting and Tax Advisory Services in Chula Vista
Founded in 1977, our firm has built a legacy of excellence in accounting, tax planning, and financial advisory services. Our team of licensed CPAs brings decades of combined experience in serving corporations and individuals engaged in cross-border transactions, offering tailored solutions for international tax compliance, estate planning, and business advisory. We prioritize client relationships and community impact, leveraging technical expertise in audits, financial reporting, and Corporate Transparency Act compliance to deliver precise, strategic outcomes.Our commitment to staying ahead of regulatory changes ensures clients meet obligations efficiently while minimizing liabilities. With a focus on personalized service, we support businesses and high-net-worth individuals in optimizing financial performance and navigating complex tax landscapes globally.
Services
Accounting
Tax Services
Audits
Estate Planning
International Tax
Payroll Services
Financial Statements
Business Projections
Workers Comp Audits
CTA Compliance
Details
- Year established: 1977
Highlights and features
- We have over 40 years of experience in international tax and accounting services.
- Our team includes licensed CPAs with expertise in cross-border transactions.
- We offer personalized compliance solutions for the Corporate Transparency Act.
- We specialize in minimizing tax liabilities for high-net-worth individuals.
- Our audit approach prioritizes clear frameworks and client-specific needs.
Services
Accounting
Our accounting services optimize financial processes for businesses of all sizes. We provide accurate bookkeeping, financial reporting, and compliance solutions to enhance decision-making and operational efficiency. Leveraging advanced technology, we ensure timely, cost-effective insights tailored to your industry needs.
International Tax
Specialized tax planning and compliance for cross-border transactions. We assist businesses and individuals with international tax obligations, FBAR reporting, and treaty interpretations. Our expertise minimizes liabilities while ensuring adherence to U.S. and foreign tax regulations.
Estate Planning
Comprehensive estate plans to protect assets and reduce tax burdens. We design personalized strategies for wealth transfer, trust management, and retirement income, adapting to legislative changes to safeguard your legacy for future generations.
Audits
Customized audit frameworks for accurate financial reporting. Our team conducts compliance audits, internal control reviews, and attestation services, ensuring transparency and alignment with industry standards to strengthen business operations.
Corporate Transparency Act Compliance
Streamlined compliance solutions for the Corporate Transparency Act. We verify and register ownership details with FinCEN, ensuring accurate reporting of beneficial owners and company governance structures to meet federal requirements.
People
Armando
Managing Partner
With over 30 years of experience, Armando specializes in accounting services for corporations and individuals, including tax returns, audits, and business consulting.
Fernando
Partner
Fernando focuses on international tax planning, advising U.S. and foreign clients on cross-border compliance, tax treaties, and pre-immigration strategies.
Wendy
Partner
Wendy minimizes tax liabilities for diverse clients in manufacturing, construction, and hospitality, offering audit support and multi-state tax compliance expertise.
Charlie
Partner
Charlie advises high-net-worth individuals and cross-border businesses on complex tax issues, providing strategic guidance for long-term financial success.
Questions
What services does Ibarra Carrillo Soto CPAs + Advisors + Advisors + Advisors offer?
We provide accounting, tax planning, international tax compliance, audits, estate planning, payroll services, and Corporate Transparency Act compliance.
How can your firm help with international tax matters?
Our experts handle cross-border transactions, FBAR reporting, tax treaties, and compliance for businesses and individuals operating globally.
What is the Corporate Transparency Act compliance service?
We assist businesses in registering beneficial ownership information with FinCEN to meet federal reporting requirements efficiently.
Do you offer estate planning services?
Yes, we design personalized estate plans to minimize tax burdens and ensure asset distribution according to your wishes.
Are your audit services tailored to specific industries?
Yes, our audit approach is customized to meet the unique needs of clients across diverse industries and nonprofit organizations.
Reviews (4)
Eduardo Landeros
Oct 07, 2020
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The firm has a long history in the community and they are very knowledgeable in taxes and accounting issues in general. They work with many international companies and commercial entities in the area. I've been working with them for about 15 years and highly recommend them.
Fragoso Velasquez
May 23, 2020
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I've been working with them for over 20 years. Best choice I've ever made. They are completely bilingual (English & Spanish) very reliable and honest.
Ruben Escobosa
May 30, 2019
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Professional and knowledgeable of all business and personal accounting law and procedures. I highly recommend!
Joseph Zimmerman
Jan 01, 2019
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Armando knows his work and does a fantastic job at it. He will also let you know what you should do next time to get the best returns for the following season and what to avoid. And if youre a first time Client he gives you a discount, Let him know that L. Zimmerman & M. Rosales sent you.
