At Cortez & Associates, we specialize in helping clients uncover every available tax credit and deduction—because what you don’t know can cost you. Whether you’re an individual taxpayer or a business owner, understanding the credits and deductions you qualify for can make a significant difference in your financial outcome. Our team stays current with both California and federal tax laws to ensure you’re taking advantage of the latest opportunities while remaining fully compliant.

For individuals, this may include deductions for mortgage interest, student loan payments, education expenses, charitable giving, medical costs, or child-related tax credits. Business owners may qualify for deductions tied to operational expenses, equipment purchases, home offices, vehicle use, employee benefits, or research and development. We work closely with each client to review your financials, ask the right questions, and apply every applicable credit and deduction to your return.

These opportunities aren’t always obvious—and they often change from year to year. That’s why we take a proactive, detail-oriented approach to make sure nothing gets missed. With Cortez & Associates, you can feel confident that you’re not leaving money on the table.