At Cortez & Associates, we provide comprehensive tax services designed to simplify the process and deliver results you can trust—whether you’re managing your personal finances, running a business, or both. Our firm works year-round to help Californians stay ahead of tax deadlines, reduce liabilities, and maintain compliance with changing tax laws. We offer tailored services for individuals, sole proprietors, LLCs, S Corporations, C Corporations, and partnerships, ensuring each client receives guidance that fits their unique situation.

We handle everything from annual tax return preparation and strategic tax planning to IRS correspondence, amended returns, and multi-year filings. Many of our clients rely on us not just during tax season, but throughout the year for questions about deductions, estimated payments, and financial planning. We’re proud of the long-standing relationships we’ve built—many through referrals—and we strive to maintain the kind of dependable, responsive service that keeps clients coming back.

Whether your tax situation is simple or complex, we’ll walk you through it step-by-step. Our goal is to make the process as stress-free as possible while maximizing your outcomes and minimizing your risk. At Cortez & Associates, you’re never just a number—you’re a relationship we value and a financial future we’re invested in.

At Cortez & Associates, we’re here for more than just tax season. While we work diligently during peak filing periods, our services extend year-round to support your evolving financial needs. From planning strategies in advance to handling IRS correspondence or amending prior returns, we offer full-spectrum tax support whenever you need it. Whether you’re a first-time filer or managing a complex portfolio, we make the process simple, transparent, and stress-free—every step of the way.