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Tax Services

Fernandez Insurance Agency Inc provides a wide range of services to both individuals with personal income tax issues as well as businesses in a variety of industries who need specialized tax expertise. We can help guide you through your complex tax planning decisions and provide you with effective strategies to minimize your tax liabilities. In addition to providing all federal, local, and state tax preparation services, we go the extra mile to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

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Tax Preparation

Tax season is a great time of year to get back your savings. Whether it’s an individual or business filing, we can help you save money, qualify for credits, and receive every available tax deduction. Our agents continue education and training year round to stay up-to-date on current federal and state tax laws so you can get the refund you deserve.

  • Personal & Business Tax Returns

  • Direct Deposit

  • Electronically Filing 

  • Amended Returns 

  • Bank Products

Tax Resolution Services

Get assistance from the IRS.

  • Return Amendment

  • IRS Audit Assistance

  • Wage Garnishments

  • IRS Liens and Levies

  • Tax Settlement

  • Offers of Compromise

Accountant
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Payroll

Managing payroll can be time-consuming and requires expert knowledge of tax laws and deposit rules. Let us simplify the payroll process for you. We provide full-service payroll duties for businesses. You supply your employee data, such as the hours worked and other related information and we’ll do the rest.

We offer a wide range of services including:

  • Checks or direct deposit for your employees

  • Payroll Reports

  • Quarterly Tax Forms

  • Year-End Tax Forms

  • Tax Deposit Services

  • W-2s and 1099s

BookKeeping

Sometimes you need an experienced bookkeeper to solve a complex issue. Sometimes you need a lower-cost bookkeeper to get high-volume work done. At Fernandez Insurance Agency Inc, we offer benefits that are unmatched by other agencies!

We offer a wide range of services including:

  • All transactions entered into QuickBooks

  • Reconciliation of Bank Statements

  • Monthly financial statements for your review 

  • Profit & Loss

  • Balance Sheet

  • Bank Reconciliation Summary

  • General Ledger

  • Year End Reports for your Accountant: 

  • 30 min with bookkeeper or tax advisor monthly

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Book an appointment today.

Hire a professional firm and get the most out of your tax return!

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