Tax & Bookkeeping Services | Carlos Ausejo Taxes & Bookkeeping

You run your business. We'll handle the rest.

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Tax Management Services

We provide expert tax services for individuals and businesses—minimizing liabilities, maximizing cash flow, and ensuring full compliance with current tax laws.

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Estate & Trust Tax Preparation

We prepare fiduciary returns to comply with estate fiscal obligations.

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Financial & Retirement Planning

We help you achieve your financial goals and maintain independence at every stage of life through personalized, tax-efficient planning for investments, education, insurance, and retirement.

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Accounting & Bookkeeping Services

We handle your daily bookkeeping, reconciliations, and financial statements—so your records stay accurate, organized, and always up to date.

Entity Selection & Restructuring

Choosing the right business entity affects your taxes and legal responsibilities. From startup to growth and restructuring, we guide you in selecting the most advantageous structure to support both short- and long-term success.

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IRS Representation

If you’re facing an audit or IRS inquiry, our experienced team will represent you with confidence and care—handling all communication and ensuring every issue is resolved accurately and efficiently.

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Payroll Services

Streamline your payroll process with our efficient, reliable solutions.

We implement computerized systems that simplify payroll processing, ensure timely payments, and manage all related tax filings — saving you time while keeping your business fully compliant.

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Employee Benefits, Pension & Profit-Sharing Plans

Rewarding your team while optimizing your company’s finances requires balance and expertise.

We help design and administer benefit, retirement, and profit-sharing plans that support your business goals and maximize tax advantages. As your business grows, your employees share in that success through well-structured, sustainable programs.

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Debt & Finance Advising

Whether for personal or business needs, we can help you develop strategies for managing debt, improving cash flow, and reducing interest expenses.

Our professionals assess your financial situation, identify opportunities to lower payments or restructure obligations, and help you achieve long-term stability while maximizing tax savings.