Cortez & Company
We make taxes simple, because life is complicated enough.
Cortez Tax Service provides complete individual and business tax services in San Jose and Morgan Hill, CA. Owner Teresa Cortez offers personalized, low-pressure tax preparation and planning.
About
Cortez Tax Service provides complete individual and business tax services in San Jose and Morgan Hill, CA. Owned by Teresa Cortez, the firm works with clients on a personal level to determine the best solutions for their unique needs, leveraging seasoned expertise to achieve the best possible results.
The firm is large enough to offer a full range of professional services at a fair price, but small enough to give clients the individual attention they deserve. Services include tax preparation and planning, audits/reviews/compilations, business consulting, business entity selection, buying or selling a business, estate and trust tax preparation, financial analysis, financial statements, IRS representation, and notary public services.
Services
Tax Preparation & Planning
Effective tax preparation and planning to help minimize future tax liability. Services cover personal taxes, business taxes, and corporate taxes. We proactively manage both personal and business tax issues, including understanding how upcoming business opportunities impact tax status.
IRS Representation
Professional representation during IRS audits and dealings with tax authorities. Years of experience in dealing with tax matters and IRS audit procedures ensure proper representation when dealing with the IRS and other tax authorities.
Audits, Reviews, and Compilations
Audit, review and compilation capabilities tailored to the unique needs of each business. Delivers clear, concise financial statements and reports acceptable to all outside parties while providing information and insight to help run a business more effectively.
Business Consulting
As a true business partner, available to help deal with any business problem or opportunity. Consulting projects to help make the right decisions for the future of the business, whether expanding, selling or restructuring.
Business Entity Selection
Assistance with selecting the right business entity (LLP, LLC, sole proprietorship, partnership, corporation) based on financial and tax implications. As businesses grow and change, entity type may need to change accordingly.
Buying or Selling a Business
Comprehensive support for buying or selling a business, including business valuation, vetting potential buyers, due diligence support, negotiation strategies, and financing guidance.
