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PERSONAL AND BUSINESS

INDIVIDUAL PLANNING TO STRATEGIC CORPORATE FILINGS.

TAX PREPARATION

PERSONAL AND CORPORATE TAX RETURN PREPARATION AND FILINGS.

  • CURRENT YEAR FILINGS
  • AMENDMENTS
  • EXTENSIONS
  • W2’S AND 1099’S FILING AND MAILINGS
  • AUDIT SUPPORT
  • ADVANCED TAX PLANNING
  • ADVANCED PAYMENTS
REAL ESTATE AND MORTGAGE

LISTINGS, PURCHASES AND REFINANCING. PRIVATE AND PERSONAL SERVICE.

  • LISTING / SELLING
  • REFINANCE
  • PURCHASE
  • REVERSE MORTGAGE
  • PRIVATE MONEY
  • CONSTRUCTION AND REHAB
  • QUALIFY ON PASSIVE RENTAL INCOME
FILINGS

CORPORATE FILINGS, START A BUSINESS. DOCUMENT PREPARATION SERVICE.

  • STATE FILINGS FOR LLC’S
  • STATE FILINGS FOR C CORP’S
  • LLC’S DBA FILINGS
  • C CORP DBA FILINGS
  • SOL PROPRIETOR DBA FILINGS
  • BUSINESS NETWORKING AND PHONE
  • NOTARY

BY APPOINTMENT

WHAT COULD ONE

CALL DO FOR YOU?

Our expertise in Tax Preparation, Real Estate, Mortgage, Corporate Filings,
and Starting New Business Filings is your Edge.

ADAM ALTAMIRANO

Branch Manager, Loan Officer, Real Estate Agent, Tax Preparer and Business Filer.

  • DRE:02053191
  • NMLS: 301592
  • CTEC: A339843
  • PTIN: P03030722

CHRISTINE BOTELLO

Office Manager, Processor

COVY AKINS

Tax Preparer and Tax Analyst

  • CTEC: A339828
  • PTIN: P03029979

Rick Arciniega

Mortgage Broker, Real Estate Broker, Tax Analyst

  • DRE: 01101436
  • NMLS: 316512

ABOUT US

Out team has a combined experience of over 50 years. We are passionate about sharing our experience with our Customers. Our team experience comprises of Real Estate, Mortgage, Tax preparation, Bankruptcy Petition Preparation and Immigration Services (coming soon, please inquire).

UNDERSTANDING YOUR BUSINESS

With all the complexities that are associated with our everyday lives, be assured that our team has had some the same needs. We have heard about,  we have experienced it, we have studied and researched it, we have been frustrated by it too.  We understand you and want to help.

LATEST INNOVATIONS & BEST PRACTICES

Our world and business procedures are always changing. Our team is always researching the latest trends and technologies. We are always looking for ways to be more efficient and alleviate the complexities our clients are met with. We love hearing our clients say, “they’ll take care of it”.

Testimonials


Naiomi Watson

"...It started with a call. I had a quick tax question. I learned so much on that call, more than other so-called professionals have shared with me. My tax question was no longer scary. I set an appointment and Equity Private Client helped me reorganize my business, in ways I didn't know was possible. I also never thought I could be a homeowner. How powerful to know what you are worth..."

Jose Rodriguez

"...I had a few years of back taxes due. I was so nervous based on the IRS letters I had received. The State even sent a letter claiming that I owed a large amount. I knew it was way too much but didn't know how to address it. Equity Private Client explained the letters and process of filing back taxes. Ultimately I did end up owing a very resalable amount. Moving forward I have the tools, knowledge and plan in place now. My last tax preparer always felt like they were just coping information. Now I understand that I have many more deductions available to me..."

Franco and Camila Cabrera

"...For years we struggled, to maintain our properties. Camila and I were always turned away from lenders. We discovered that our taxes were not filed properly. We had so many deductions and credits that we did not know we could use. Equity Private Client, helped us amend our taxes and structure multiple refinances so we could repair our properties. We have happier tenants now. Camila and I always refer new clients. Equity Private Client is so knowledgeable in the financial areas we needed. We are so confident now that we are looking into more options to grow our business with Equity Private Client..."

GET IN TOUCH

We are available through multiple mediums. Please call in advance to set an appointment. We will always try to accommodate. Please feel free to check in and drop off paperwork or you can request access to our client portal to upload your documents. Video conferencing available for quick introductions.

EMAIL: INFO@EQUITYPC.COM
PHONE NUMBER: 562-242-1300
ADDRESS: 13601 WHITTIER BLVD.
SUITE 409
WHITTIER, CA 90605