Business Details
49 Years
experience
Trusted Accounting & Tax Advisors in Chula Vista Since 1977
Founded in 1977, Ibarra Carrillo Soto CPAs + Advisors has built a legacy of delivering comprehensive accounting, tax, and financial advisory services to regional clients operating nationally and internationally. Our expertise in cross-border transactions and international tax compliance positions us as trusted advisors for corporations and individuals navigating complex financial landscapes. With a commitment to both client success and community impact, we combine technical proficiency with personalized service, ensuring tailored solutions for estate planning, audits, and corporate transparency.Our team of seasoned professionals leverages decades of experience to optimize financial strategies while maintaining rigorous adherence to evolving tax regulations. This enduring dedication to excellence has solidified our reputation as a firm that balances big-firm capabilities with small-firm attentiveness.
Services
Tax Planning
Audits
Estate Planning
International Tax
Accounting
Payroll Services
Financial Reporting
Tax Defense
Business Projections
Trust Planning
Details
- Year established: 1977
Highlights and features
- We offer 45+ years of expertise in cross-border tax compliance and international financial planning.
- Our personalized approach ensures tailored solutions for complex accounting and tax challenges.
- Licensed CPAs specialize in Corporate Transparency Act compliance and audit frameworks.
- Proven track record in minimizing estate tax burdens through customized planning strategies.
- Dedicated advisors with industry-specific knowledge across manufacturing, construction, and hospitality.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic compliance with federal, state, and international regulations. We analyze financial situations to identify savings opportunities while ensuring adherence to evolving tax codes. Clients benefit from proactive advice tailored to their unique cross-border and domestic needs.
International Tax
Specializing in cross-border transactions, we provide compliance and planning services for U.S. and foreign entities. Our advisors address tax treaties, transfer pricing, and FBAR reporting to optimize global financial strategies. Clients receive culturally informed guidance for inbound and outbound international operations.
Estate Planning
We design personalized estate plans to preserve wealth and streamline asset distribution. Services include trust creation, tax liability reduction, and retirement income planning. Our team monitors legislative changes to ensure long-term effectiveness of estate strategies for high-net-worth individuals.
Audits
Our audit services deliver rigorous financial statement evaluations and compliance reviews. We assist clients in navigating internal controls assessments and regulatory examinations. The team provides actionable recommendations to enhance financial transparency and operational efficiency across industries.
Accounting
We offer comprehensive accounting solutions including bookkeeping, financial statement compilations, and process optimization. Our services support businesses in maintaining accurate records and improving financial decision-making through timely, cost-efficient insights tailored to organizational needs.
People
Armando
Managing Partner
With over 30 years of experience, Armando specializes in accounting services for corporations and individuals, including tax returns, audits, and business consulting.
Fernando
Partner
Fernando focuses on international tax planning, advising U.S. and foreign clients on cross-border compliance and pre-immigration tax strategies.
Wendy
Partner
Wendy provides tax planning and audit services for clients in manufacturing, construction, and hospitality industries with multi-state and international operations.
Charlie
Partner
Charlie advises high-net-worth individuals and cross-border businesses on complex tax issues, offering strategic planning for long-term financial success.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and process optimization tailored to small businesses' needs.
How do you handle international tax compliance?
Our experts specialize in cross-border transactions, FBAR reporting, and tax treaty interpretations for U.S. and foreign entities.
Can you assist with Corporate Transparency Act compliance?
Yes, we offer FinCEN registration services to ensure businesses meet CTA reporting requirements accurately and efficiently.
What estate planning services are available?
We create customized plans to minimize tax liabilities, including trust structuring, asset distribution strategies, and retirement income planning.
Do you provide audit support for nonprofit organizations?
Yes, we conduct compliance audits and internal control reviews for nonprofits and public sector entities.
