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Services

One-stop Multi services to better serve our clients.

 

 All year around!
Sofy Tax can offer a range of services tailored to the Latino community to help them navigate financial and tax-related matters. Here's a list of services they can provide:
  • Tax preparation                         

  • Translation

  • Itin

  • Notary

  • Life insurance

  • Tag and Title

  • MVA

  • Power attorney outside the country

  • Government benefit solicitation

  • Wic

  • Health insurance

  • Coupons

 

  • Program referral                         

  • Translation

  • Debt consolidation

  • Payment arrangements

  • Business registration

  • Birth Certificates

  • Marriage license

  • Forms 

  • Lawyer Referral

  • Social services forms

  • and more

 

 All year around!

Sofy Tax offers a range of services tailored to the Latino community to help them navigate financial and tax-related matters. Here's a list of services they can provide:

​

  1. Tax Preparation and Filing

    • Personal tax filing (Individual Income Tax)

    • Business tax filing (LLC, Corporations, etc.)

    • ITIN application for those without a Social Security number

    • State and federal tax filings in English or Spanish

  2. Tax Consulting & Advice

    • Guidance on tax deductions and credits available to Latino families, such as the Child Tax Credit and Earned Income Tax Credit (EITC)

    • Tax planning for business owners and individuals

    • Advice on tax implications of remittances and money transfers from the U.S. to Latin American countries

  3. IRS Assistance and Representation

    • Help with IRS audits, notices, and back taxes

    • Resolution of tax debt (installment agreements, offers in compromise)

    • Appeals and assistance with tax disputes

    • Language support in Spanish for better communication with the IRS

  4. Immigration & Tax Services

    • Help with tax-related documents for immigration purposes

    • Assistance with form applications related to DACA or Temporary Protected Status (TPS)

    • Support with tax filing for undocumented individuals

  5. Financial Literacy and Education

    • Workshops on understanding taxes, credits, and deductions in Spanish

    • Guidance on saving for retirement, including how to invest in IRAs or 401(k)s

    • Education on credit scores, building credit, and financial planning

  6. Small Business Services

    • Assistance with starting and managing small businesses (LLC formation, business licenses)

    • Guidance on payroll taxes, sales tax, and employee tax responsibilities

    • Financial planning and bookkeeping for small business owners

  7. Refund Advance and Loan Services

    • Offer tax refund advances to help clients access funds quickly

    • Provide financing options for clients awaiting refunds

  8. Translation Services

    • Certified document translation for tax-related paperwork (English to Spanish, and vice versa)

    • Providing bilingual tax filing and customer service

  9. Estate and Trust Planning

    • Help with setting up wills, trusts, and managing inheritance tax obligations

    • Bilingual services for estate planning, particularly for multi-generational Latino families

  10. Tax Extension Services

    • Filing extensions for individuals and businesses who need more time to file their taxes

  11. Audit Protection Plans

    • Offer protection services against IRS audits or inquiries

    • Provide consultation and documentation assistance if clients are audited

    • ​

Sofy Tax provides these services in both English and Spanish, Sofy Tax can empower the Latino community with the tools and knowledge to make informed financial decisions while staying compliant with tax laws.

SERVICES

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Tax & Accounting

Personal Tax, Small company taxes, payrol and Accounting open all

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NOTARY, ONLINE & MOBILE

Helping you with your Notary needs in person, Online or we drie to you.

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ADDICTIONAL SERVICES

Sofy tax additional services are your one-stop service.  If the service required is not listed, please get in touch with us to help you.

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