THE IDEAL TEAM

 We prioritize delivering legitimate accounting practice and customer satisfaction to the comfort of your home or from anywhere you are.


Jennifer Cortez, CRTP.

 CTEC Certified, Tax Preparer, Senior Accountant 

QuickBooks Certified

Bachelor's Degree in Business Administration

California State university, Fullerton

I started my accounting career in 2017 right after graduating from college. Since then, I have been helping hundreds of clients file their personal, and business tax returns and providing a peace of mind to their bookkeeping needs. It is my pleasure to help my clients understand the process and the rules behind the services they request as their peace of mind is my priority.

Fatima Ramirez, CRTP.

 CTEC Certified, Tax Preparer, Bookkeeper

Tax Preparer Certificate 

Santa Ana College

Bachelor's Degree in Agribusiness & Management

California State University Polytechnic, Pomona

I entered the taxes and accounting field in 2018 as an accounting assistant to Jennifer Cortez. Working side by side ensuring a trustworthy environment has brought us together as a team to deliver honest and successful service to all of our clients. It is my priority as a bookkeeper and tax preparer to ensure our client's services are completed in a timely manner and processed with the most legitimate information. 


We Look Forward to Working With You and For You!