Business Details
50+ Years
experience
Emergency
services
Trusted Tax Preparation in La Puente
Bates Income Tax & Notary Svc & Notary Svc has been a trusted partner in tax preparation and financial planning for La Puente residents and businesses since 1972. Our decades-long commitment to minimizing tax liabilities through customized strategies has established us as a cornerstone of the community. With expertise spanning individual tax returns, business partnerships, and nonprofit organizations, we leverage over 50 years of local experience to deliver precise, client-focused solutions. Our team of certified professionals prioritizes personalized service, ensuring every client receives tailored guidance aligned with their unique financial circumstances.By maintaining deep knowledge of evolving tax regulations and establishing long-term client relationships, we consistently deliver value that extends beyond mere compliance. Our dedication to transparency, professional integrity, and practical tax-saving approaches has made us the preferred choice for discerning clients seeking expert financial stewardship.
Services
Personal Tax Preparation
Business Tax Services
Bookkeeping
Notary Services
LLC Tax Planning
Details
- Year established: 1972
Highlights and features
- We have over 50 years of experience in tax services
- Customized tax solutions for individual and corporate clients
- Proven strategies to reduce annual tax liabilities
- Dedicated team of tax professionals since 1972
- Specializing in La Puente tax regulations and compliance
Services
Personal Tax Preparation
Our personalized tax preparation service combines expertise with meticulous attention to detail to ensure maximum refunds for individual taxpayers. We analyze your unique financial situation, apply current tax laws, and identify all available deductions while maintaining full compliance. Our professionals guide clients through complex filing requirements with clear, actionable advice.
Business Tax Services
We specialize in comprehensive tax solutions for businesses, including partnerships and LLCs. Our services cover entity selection, quarterly filings, payroll tax management, and strategic planning to minimize liabilities. We work closely with business owners to understand their operations and develop tax-efficient structures that support long-term growth objectives.
Bookkeeping
Our bookkeeping services provide ongoing financial organization for individuals and businesses. We maintain accurate records of all financial transactions, generate regular reports, and establish systems for efficient money management. This foundational work ensures precise tax filings and empowers better financial decision-making throughout the year.
Notary Services
We offer reliable notary services to authenticate important legal documents. Our certified notaries ensure proper identification verification, maintain detailed records, and follow strict procedures to guarantee document validity. This service supports clients in real estate transactions, estate planning, and other critical legal matters requiring official certification.
Tax Planning
Our proactive tax planning service focuses on year-round strategies to optimize financial positions. We analyze current tax situations, forecast future obligations, and implement legitimate techniques to reduce liabilities. This approach helps clients make informed decisions about investments, business structures, and personal financial matters that impact their tax outcomes.
People
Philp E. Shura
Owner
Philp E. Shura has led Bates Income Tax & Notary Svc & Notary Svc since 1972, bringing over 50 years of tax expertise to La Puente. He focuses on personalized client relationships and strategic tax solutions while maintaining compliance with evolving regulations.
Questions
What tax services do you offer?
We provide complete tax preparation for individuals, businesses, partnerships, and nonprofits. Services include personal tax returns, LLC filings, business tax planning, and strategic year-round tax management solutions.
How do you help reduce tax liabilities?
Our experts analyze your financial situation to identify all available deductions, credits, and legitimate tax-saving strategies. We implement customized approaches that comply with current regulations while minimizing your overall tax burden.
Can you assist with business tax matters?
Yes, we specialize in business tax services including partnership returns, payroll tax management, quarterly filings, and entity structure optimization. Our team helps businesses reduce liabilities and maintain compliance with all tax obligations.
Are weekend appointments available?
We offer appointments by arrangement on Saturdays and Sundays for clients who need after-hours assistance. Please contact us to schedule weekend availability as required.
How long have you served La Puente?
Bates Income Tax & Notary Svc & Notary Svc & Notary Svc has provided tax expertise to La Puente residents and businesses since 1972, maintaining a trusted community presence for over 50 years.
What makes your service different?
Our combination of decades-long local experience, personalized approach, and commitment to minimizing tax liabilities through strategic planning sets us apart as trusted partners in financial management.
Reviews (1)
Gerald Sternshein
Feb 28, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I have always had a great experience . Phil has shown professionalism, experience and courtesy. I would highly recommend him and his tax service to any one.
I have always had a great experience . Phil has shown professionalism, experience and courtesy. I would highly recommend him and his tax service to any one.
