We know you work hard and so we promise to work hard to help you. Your business means a lot to us here at Obregon & Associates and you’ll benefit from letting an accounting professional take care of all your financial responsibilities.
Contact us today to discuss your individual service needs.
Whether you want advice about personal finances or help with how much of a home or car you can afford to purchase, we listen and ask the right questions. Our consulting leads to real answers and real solutions.
Personal Financial Review
Depending on your personal finances we can see how to help accelerate your financial dreams. By utilizing customized goal-oriented strategies, we can provide the best services to fit your needs. These services include, but are not limited to consultations, implementation and management.
Although cryptocurrency is a relatively new word, even in the tax and accounting world, we have experience with helping clients navigate the tax code with this digital currency when used as an investment vehicle. If you’re new to cryptocurrency and the tax implications that may be associated with it, we can help educate you on how buying and selling different types of cryptocurrency (i.e. Bitcoin, Ethereum, etc.) is taxed when used as an investment.
For individual tax preparation, we use various types of analysis and apply the current tax code, to ensure we are taking the tax deductions allowable and that are applicable to you. We can also help you plan accordingly during the tax year to help minimize your taxable income and/or to ensure you are withholding the proper amount of taxes. Our team of tax professionals goes above and beyond with their required personal tax, corporate tax, and ethics education requirements to make sure we continue to help our clients and maintain our A+ rating from the Better Business Bureau.