J Aguilar, Inc., Tax, Audit, & Accounting Services

J Aguilar, Inc., Tax, Audit, & Accounting Services

5.0 (2)
3 hires on Thervo
10 employees
15 years in business

About this pro

We specialize in small businesses handling accounting, bookkeeping, and tax preparation.  As an independent contractor himself, J Aguilar knows how to find those small deductions that can add up as your business grows.  Tired of seeing money go to pay politicians, let’s keep the money in the hands of those who earned it. 

I love helping people solve their tax issues and keep more money in their pockets.

Read more about this pro


Credentials

Tustin, CA 92780
Email verified
Phone verified

2 Reviews

5.0

  • Danielle D.

    They were very kind and professional. Fast and efficient service with lots of personal touches. Would recommend them to my friends and family.

  • Wesley S.

    Joe provides me with tax and accounting services specific to my needs. I am self-employed. After years working together, we have become friends. He's a great guy and easy to work with. I would highly recommend them.



Photos & Videos


FAQs


What is your typical process for working with a new customer?

We can set up a virtual meeting to verify your identity or we can meet in person. 


What education and/or training do you have that relates to your work?

I am an Enrolled Agent licensed by the IRS. I also have an MBA and a Masters in Management besides my undergrad education in Accounting. I have over 25 years of experience as an accountant and auditor.  


Do you have a standard pricing system for your services? If so, please share the details here.

For IRS or State Audits, there is an evaluation fee then a compliance fee for service.

For tax returns, we charge by the form which is based on the complexity of the return, basically whatever forms are needed to keep more money in your pocket and out of Washington.  Our prices range from $100 -  $120 for a W2 only return,  $140 - 160 for a return with itemized deductions e.g. you own a home and can use itemized deductions. Small business returns run $240 - 270. Earned income credits or other credits are additional.  If you have K-1's, trade stocks, or Bitcoin there are additional charges due to the time to complete.


How did you get started in this business?

We started in 2006 after the owner Joe worked as a California Registered Tax Preparer for H&R Block from 2004 - 2006. After working for the H&R Block corporate office in Oceanside and seeing the high prices they charged, Joe went out on his own.


What types of customers have you worked with?

Everything from individual clients to Corporations.  From Simple 1040 returns to complex Corporate Returns.  We have represented Corporations and Individuals in front of the IRS. 


Describe a recent event you are fond of.

We helped a client with an audit and was able to save him over $120,000 in taxes and penalties. 


What advice would you give a customer looking to hire a pro in your area of expertise?

Price is not everything.  We are open year-round and we will be there for you. 


What questions should customers think through before talking to pros about their needs?

Are they open year-round?

Are they qualified to resolve your tax matters should questions occur.


Services offered