Business Details
49 Years
experience
Trusted Accounting and Tax Services in Chula Vista
Founded in 1977, Ibarra Carrillo Soto CPAs + Advisors has built a legacy of delivering comprehensive accounting, tax, and advisory services to regional clients operating nationally and internationally. Our team of licensed CPAs combines decades of experience with technical expertise in cross-border transactions, corporate compliance, and financial planning. We specialize in international tax preparation, estate planning, audits, and Corporate Transparency Act (CTA) compliance, ensuring clients meet regulatory requirements while minimizing liabilities. With a client-centric approach, we prioritize personalized service, leveraging advanced financial management technology to optimize processes and deliver timely insights. Our commitment extends beyond financial expertisewe actively engage with the community, maintaining a reputation for integrity, transparency, and proactive problem-solving.Over 45 years, we have cultivated enduring relationships with clients by staying ahead of evolving tax laws and industry standards, positioning ourselves as trusted advisors for corporations, high-net-worth individuals, and international entities. Our multidisciplinary team, including partners with specialized expertise in U.S.-Mexico tax matters and global business strategies, ensures tailored solutions for complex financial challenges. By integrating cutting-edge tools with personalized guidance, we empower clients to achieve long-term financial success while adhering to compliance obligations at every level.
Services
Accounting
Tax Planning
Audits
Estate Planning
International Tax
Payroll Services
Corporate Compliance
Financial Reporting
Workers Compensation Audits
Tax Defense
Details
- Year established: 1977
Highlights and features
- We have over 45 years of experience in international tax and accounting services.
- Our team includes CPAs with specialized expertise in U.S.-Mexico cross-border transactions.
- We offer tailored solutions for corporate transparency and CTA compliance.
- We combine advanced financial technology with personalized client support.
- Our partners provide strategic advisory services for high-net-worth individuals and global businesses.
Services
International Tax
Our international tax services provide comprehensive planning, compliance, and advisory solutions for businesses and individuals engaged in cross-border transactions. We specialize in U.S.-Mexico tax matters, FBAR reporting, income tax treaties, and transfer pricing. Our team ensures clients navigate complex global tax regulations while minimizing liabilities and maximizing compliance.
Corporate Compliance
We offer end-to-end Corporate Transparency Act (CTA) compliance services, including registration of beneficial ownership information with FinCEN. Our CPAs verify governance documents and ensure accurate reporting to meet federal requirements, reducing administrative burdens for business owners.
Estate Planning
Our estate planning services focus on minimizing tax burdens and ensuring asset distribution aligns with client wishes. We create personalized plans for wealth preservation, including trust strategies, gifting, and retirement income planning, while adapting to legislative changes.
Audits
We conduct financial statement audits, compliance audits, and internal control reviews tailored to client needs. Our approach combines technical expertise with industry-specific insights to ensure accurate reporting and regulatory adherence for corporations and nonprofit organizations.
Tax Defense
Our tax defense team represents clients in IRS and state tax controversies, including audits, appeals, and penalty abatement. We advocate for fair treatment during examinations and negotiate resolutions such as offers in compromise or repayment plans.
People
Armando
Managing Partner
Armando has over 30 years of experience providing accounting services, including financial statement preparation, tax compliance, and business consulting for corporations and individuals.
Fernando
Partner
Fernando specializes in international tax planning, advising U.S. and foreign clients on cross-border transactions, compliance, and pre-immigration tax strategies with a focus on Mexico-U.S. relations.
Wendy
Partner
Wendy focuses on minimizing tax liabilities for diverse clients in manufacturing, construction, and hospitality through audits, compliance, and multi-state tax planning.
Charlie
Partner
Charlie advises high-net-worth individuals and cross-border businesses on complex tax issues, serving as a strategic advisor for long-term financial success and compliance.
Questions
What services does Ibarra Carrillo Soto offer?
We provide accounting, tax planning, international tax compliance, audits, estate planning, payroll services, and Corporate Transparency Act (CTA) compliance solutions.
How can Ibarra Carrillo Soto help with international tax matters?
Our team specializes in cross-border transactions, U.S.-Mexico tax planning, FBAR reporting, and compliance for businesses and individuals with global operations.
What is the Corporate Transparency Act (CTA) compliance service?
We assist businesses in registering beneficial ownership information with FinCEN, ensuring compliance with federal reporting requirements.
Do you offer estate and trust planning services?
Yes, we design personalized estate plans to minimize tax liabilities and ensure efficient asset transfer for future generations.
Reviews (4)
Eduardo Landeros
Oct 07, 2020
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The firm has a long history in the community and they are very knowledgeable in taxes and accounting issues in general. They work with many international companies and commercial entities in the area. I've been working with them for about 15 years and highly recommend them.
Fragoso Velasquez
Dec 11, 2019
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Ive been working with them for over 20 years. Best choice Ive ever made. They are completely bilingual (English & Spanish) very reliable and honest.
Ruben Escobosa
May 30, 2019
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Professional and knowledgeable of all business and personal accounting law and procedures ... I highly recommend !
Joseph Zimmerman
Jan 01, 2019
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Armando knows his work and does a fantastic job at it. He will also let you know what you should do next time to get the best returns for the following season and what to avoid. And if youre a first time Client he gives you a discount, Let him know that L. Zimmerman & M. Rosales sent you.
