What We Do

At SofyTax, we don’t just file taxes — we help you keep more of your money, avoid costly mistakes, and stay fully compliant with IRS and state regulations.

We work with individuals, entrepreneurs, and small businesses who want clarity, confidence, and results.

Our Services

Tax Preparation & Filing
We prepare accurate, on-time tax returns that maximize deductions, reduce tax liability, and eliminate guesswork.

Small Business Tax Services
We help business owners lower taxes, plan ahead, and stay compliant with quarterly estimates and year-round support.

Bookkeeping Services
We turn messy finances into clean, organized, tax-ready books so you always know where your money is going.

Payroll Services
We handle payroll processing, payroll taxes, and filings so you never miss a deadline or risk penalties.

New Business Setup (LLC & Corporations)
We set your business up the right way from day one to avoid expensive tax mistakes and build a strong foundation.

IRS Audit & Notice Support
If the IRS contacts you, we step in to protect you, resolve issues quickly, and reduce stress.

Why Clients Choose SofyTax

✔ Save money through smarter tax strategies
✔ Avoid penalties and IRS problems
✔ Get clear answers and year-round support
✔ Work with a trusted, bilingual tax professional

👉 Schedule a Free Consultation

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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:

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
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
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
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
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
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
Refund Advance and Loan Services
- Offer tax refund advances to help clients access funds quickly
- Provide financing options for clients awaiting refunds
Translation Services
- Certified document translation for tax-related paperwork (English to Spanish, and vice versa)
- Providing bilingual tax filing and customer service
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
Tax Extension Services
- Filing extensions for individuals and businesses who need more time to file their taxes
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.