Service in Spanish · Online support · Individuals and businesses

Tax and accounting services for Hispanic clients across the United States

At Smart Taxes, we help individuals, independent workers and small businesses manage their taxes and financial needs across the United States with clear information, service in Spanish and guidance throughout every process.

Tax preparation, bookkeeping, payroll, IRS resolution and financial protection solutions in one place.

“Your peace of mind is our specialty. We are your trusted point of contact.”

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Our services

Find solutions for your taxes, your business and your financial needs in one place. Learn which service best fits your situation and schedule an appointment with our team.

Tax Preparation Services

Personal returns, independent workers and small businesses, with clear guidance throughout the process.

Personal Tax Preparation

Tax returns for W-2 employees
Individual and family tax returns
First-time tax filing
Review of tax information before filing

Independent Workers (1099)

Tax returns for independent contractors
Gig workers and self-employed individuals
Income and expense organization
Guidance on tax obligations

Entrepreneurs and Small Businesses

Tax preparation for small businesses
Business-related tax returns
Basic tax guidance for businesses

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Accounting and Payroll

Bookkeeping and payroll to keep your business finances organized and meet your responsibilities.

Bookkeeping

Recording and organizing income and expenses
Monthly financial tracking
Preparing information for tax filing
Basic financial reports

Payroll

Payroll processing
Employee payment calculations
Payroll-related reports

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IRS Resolution

Guidance for letters, debts, payment plans and other situations that require attention before the IRS.

IRS Debt Resolution

Includes evaluation and management of options such as:

Installment Agreements (Payment Plans)
Offer in Compromise
Currently Not Collectible
Penalty Abatement
Guidance regarding IRS notices

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Financial Protection

Health and life insurance options to help protect you, your family and your financial stability.

Health Insurance

Health coverage options
Guidance when selecting plans

Life Insurance

Financial protection for families
Coverage options based on the client's needs

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Solutions for individuals and businesses across the United States

We address a range of tax and financial needs, from personal returns to small-business obligations and IRS matters.

Workers and families

Support for people with W-2 income, dependents and other situations related to their tax return.

Independent workers

Guidance for people with 1099 income, self-employed individuals and other forms of independent work.

Entrepreneurs and small businesses

Tax services, bookkeeping and payroll to help keep your business organized and meet its responsibilities.

People facing IRS matters

Assistance for people who receive letters, owe tax debt, have unfiled returns or face other situations that require IRS attention.

Tax services with support in Spanish

Smart Taxes provides service in Spanish to individuals and businesses that need guidance managing taxes and other financial responsibilities in the United States. Our goal is to help you understand each process through clear information and guidance tailored to your situation.

We help you understand and manage matters involving taxes, tax returns, Forms W-2 and 1099, ITINs and IRS communications, using clear language so you understand what you are doing and what comes next.

Whether you need to prepare your return, organize your business finances or address an IRS matter, you can receive guidance in Spanish and access the service that matches your needs.

Meet Smart Taxes

Smart Taxes offers tax, accounting and financial services for individuals and businesses across the United States, with service in Spanish and an approach centered on clarity, organization and guidance throughout every process.

Our purpose is to ensure that every client understands their situation and the available options before making decisions. We explain processes in straightforward terms, maintain close communication and offer solutions suited to each person or business.

“Your peace of mind is our specialty. We are your trusted point of contact.”

Why choose Smart Taxes?

We work to make every process clear, organized and easy to understand, with personal attention and solutions suited to each situation.

Honesty

We explain each process transparently so you understand your situation, your options and the next steps.

Clarity and transparency

We avoid confusing explanations and guide you with straightforward information so you can make decisions with greater confidence.

Personal, approachable service

Every person and business has a different situation. We listen, understand and provide personalized attention.

Online service

You can receive guidance and manage services remotely, making them accessible from locations across the United States.

Online service across the United States and in-person appointments in Georgia

Smart Taxes provides online service to individuals and businesses across the United States, making it easier to manage tax, accounting and financial services regardless of distance.

We also offer in-person appointments in Georgia for people who prefer to work directly with our team.

Whether online or in person, you can receive service in Spanish and schedule an appointment based on your needs.

Official IRS news

Primary source: IRS.gov

Stay informed with the latest news, releases and updates published by the Internal Revenue Service (IRS). This section is updated using information directly from IRS.gov.

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Official source: IRS.gov. Publications appear in their original language.

Frequently asked questions

Find quick answers about our services, online support and tax processes. If your situation requires an individual review, you can schedule an appointment with our team.

Does Smart Taxes serve clients throughout the United States?

Yes. We provide online service to individuals and businesses across the United States. We also offer in-person appointments in Georgia.

Can I manage my tax services entirely online?

Yes. Many of our services can be managed remotely, from providing information and documents through following the progress of the process.

Which languages do you offer?

Smart Taxes provides service in Spanish and English, so you can communicate and understand each process in the language that is most convenient for you.

What documents do I need to prepare my taxes?

The documents depend on your situation. They may include Forms W-2 and 1099, dependent information, proof of income and other documents related to your return. When you schedule your appointment, we will explain what you need to provide.

Can you help me if I received an IRS letter?

Yes. We can review the situation and guide you through the appropriate next steps based on the type of notice. Keep the letter and have it available during the consultation.

Do you offer services for independent workers and small businesses?

Yes. We serve people with 1099 income, independent workers, entrepreneurs and small businesses that need help with taxes, bookkeeping, payroll and related services.

How can I schedule an appointment?

You can request an appointment through our website. Select “Schedule an appointment” and provide the requested information so we can understand which service you need.

Filing and documents

1. How do I know whether I have to file a tax return?

The requirement to file a federal return depends on factors such as your income, age, filing status, type of income, and whether you are self-employed. Even when you are not required to file, you may need to do so to request a refund of withheld taxes or claim certain tax credits.

2. What documents do I need to prepare my taxes?

The documents vary according to your situation, but you will generally need:

Photo identification.
Social Security cards or ITIN letters.
Forms W-2.
Forms 1099.
Documents related to health insurance, education, housing, or investments.
Information about your dependents.
Receipts and proof of deductible expenses.
A copy of the previous year's return.

Having all documents before filing helps prevent errors and refund delays.

13. How long should I keep my tax documents?

As a general rule, the IRS recommends keeping the return and supporting documents for at least three years. Certain documents must be kept longer depending on the situation.

Businesses with employees should keep employment tax records for at least four years.

Dependents and ITIN

3. Can I file a return if I do not have a Social Security number?

Yes. Some people who need to file a federal return but do not qualify for a Social Security number may apply for an Individual Taxpayer Identification Number, known as an ITIN.

The application or renewal is completed using Form W-7 and must include the corresponding documentation.

4. Can I claim my children or relatives as dependents?

It depends on each person's circumstances. The IRS considers factors such as relationship, age, residency, support, income, and whether someone else can claim the same dependent.

Living with someone or supporting that person financially does not automatically mean that the person can be included on your return.

Deadlines, errors, and prior years

5. Does an extension give me more time to pay?

No. An extension generally provides additional time to file the return, but it does not extend the deadline to pay taxes owed.

The taxpayer should estimate and pay the corresponding balance by the regular deadline to reduce possible penalties and interest.

6. What happens if I did not file my return by the deadline?

You should file it as soon as possible. Waiting longer may increase penalties and interest when there is an outstanding balance.

Filing missing returns is also usually one of the first steps when requesting a payment plan or another option for resolving tax debt.

7. Can I file returns for previous years?

Yes. Past-due returns can be prepared using the forms corresponding to each year.

When income documents are missing, it may be necessary to request IRS transcripts or contact the employers and payers that issued the original forms.

8. What should I do if I made an error on a return that was already filed?

Some errors can be corrected by filing an amended return using Form 1040-X.

This form may be used to change income, deductions, credits, filing status, or other information on a previously filed return. The forms and documents supporting the changes should be included.

IRS and tax debt

9. What should I do if I receive a letter from the IRS?

Do not ignore it. Carefully review the notice number, the tax year involved, the reason for the letter, and the response deadline.

Not every letter means you are being audited. The IRS may send communications to request information, report changes, collect a balance, or verify information.

10. What can I do if I owe taxes and cannot pay the full amount immediately?

Even if you cannot pay the full balance, it is important to file all outstanding returns and pay what you can.

Depending on your situation, you may qualify for a payment or resolution option. Each alternative has different requirements and must be evaluated according to the amount owed, your income, expenses, assets, and ability to pay. An evaluation does not guarantee approval.

Self-employment and business

11. Do independent workers have to pay quarterly taxes?

Self-employed individuals, sole proprietors, partners, and some S corporation shareholders may have to make estimated tax payments during the year.

These payments are used to cover taxes on income that is not subject to withholding, including self-employment income.

12. Why do I need bookkeeping for my business?

An organized bookkeeping system clearly records the business's income, expenses, purchases, sales, payroll, and other transactions.

Invoices, receipts, account statements, and accounting records support reported amounts and help correctly identify possible deductions and tax obligations.

Preparers and safety

14. How can I tell whether a tax preparer is trustworthy?

A paid preparer must have a current PTIN, sign the return, and include their preparer number.

Avoid preparers who promise guaranteed refunds, charge a percentage of the refund, ask for the refund to be deposited into their own accounts, or ask you to sign blank forms.

Talk to Smart Taxes

Choose who you would like to contact by phone call or text message.

Luis Munoz

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Liz Villarreal

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