Our Services

Tax Services and Planning in the San Gabriel Valley

Tax Services

We provide tax preparation services for S and C corporations, Partnerships and Limited Liability Companies, Estates and Trustees and their related owners. Should you receive a notice from a taxing authority, we can review, respond and represent you if needed. Our team is composed of knowledgeable tax professionals that will assist you in navigating through the tax issues related to and intricacies of these returns.

Tax Planning

Tax planning is an important part of financial health. Whether you are an individual or a business owner, figuring out the best way to minimize tax exposure and understand your options is of utmost importance. We meet with clients on a regular basis to ensure we develop a personalized tax plan to place you in the most advantageous tax position before a transaction is finalized.

Tax Consulting & Advisory Services

At the initial step of starting your business, we will guide you through the selection of the best business entity to meet your goals. As a business grows, we can assist with mergers and acquisitions. When it is time to retire or sell your business, we are here to assist with succession planning and the sale.


Have you grown and now need to hire your first employee? We can guide you through the state and federal registrations and ensure that you are compliant with this process. We use both cloud base and desktop platforms to customize according to your business needs.


Bookkeeping is a crucial process for any company, big or small. Recording income, sales, purchases and payments and keeping records of all transactions in a safe and secure environment is a must. Intuit's QuickBooks is an accounting software that is extremely popular amongst small, medium and large sized business owners.

Other Services

• Retirement planning for your business and you as business owner. • Business ratio reviews • Cashflow planning • Payroll Protection Program – analysis and forgiveness application completion.


Years of service and experience


Meet Mary Bermudez

Mary Bermudez, CPA

We had a string of bad accountants, costing us thousands, until we finally came across Insight Tax, CPAs. They were willing to work with a small family business and do amazing, consistent work. They are the MOST EFFICIENT accountants we have ever had and have saved us so much on our taxes.

Judy + Gavin Photography
Gavin Holt
Judy + Gavin Photography


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