Business Details
50+ Years
experience
Expert Tax Preparation & Notary Services in La Puente
Since 1972, Bates Income Tax & Notary Svc & Notary Svc has provided expert tax preparation and advisory services to individuals and businesses in La Puente, CA. Our team specializes in minimizing tax liabilities through personalized strategies tailored to each client's unique financial situation. With decades of experience, we serve full-time employees, independent contractors, small business owners, and mid-sized companies, combining technical expertise with a commitment to client education.Our services include comprehensive tax preparation, strategic tax planning, and notary support, ensuring clients meet compliance requirements while optimizing financial outcomes. We prioritize transparency, accuracy, and timely service, leveraging industry tools and deep local market knowledge to deliver reliable solutions. As a trusted community partner, we maintain weekday office hours and offer flexible appointment scheduling to accommodate client needs.
Services
Tax Preparation
Notary Services
Tax Planning
Business Tax Services
Bookkeeping
Details
- Year established: 1972
Highlights and features
- We have over 50 years of experience serving La Puente taxpayers.
- Our team provides personalized tax strategies tailored to individual needs.
- We specialize in minimizing tax liabilities for diverse client profiles.
- Our services combine technical expertise with localized market knowledge.
- We offer flexible scheduling including weekend appointments.
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We analyze financial records to identify deductions and credits that minimize liabilities. Clients receive clear explanations of their returns and proactive advice for future planning.
Notary Services
We provide certified document verification and notarization for legal and business transactions. Our services meet state requirements for affidavits, contracts, and other official paperwork. Clients benefit from quick turnaround times and flexible scheduling options.
Tax Planning
Our strategic tax planning identifies year-round opportunities to reduce liabilities. We analyze income streams, investments, and business structures to create actionable plans. Clients receive ongoing guidance to adapt to changing financial circumstances.
Business Tax Services
We specialize in tax solutions for small to mid-sized businesses, including LLCs and partnerships. Services cover quarterly filings, payroll tax compliance, and entity structure optimization. Our approach balances regulatory requirements with profitability goals.
Bookkeeping
Our bookkeeping service maintains organized financial records for businesses. We track income, expenses, and transactions to support accurate reporting. Clients gain real-time insights into cash flow and operational performance through detailed documentation.
People
Philp E. Shura
Owner/Notary
With decades of experience in tax services, Philp E. Shura leads Bates Income Tax & Notary Svc & Notary Svc's commitment to client-focused financial solutions. He specializes in strategic tax reduction for diverse clients while maintaining active notary credentials to support document verification needs.
Questions
What tax services do you offer for individuals?
We provide complete personal tax preparation including federal, state, and local filings. Our experts identify deductions and credits to minimize liabilities while ensuring compliance with current regulations.
Do you handle business tax filings?
Yes, we specialize in business tax services for LLCs, partnerships, and corporations. This includes quarterly filings, payroll tax management, and strategic entity structure optimization to reduce liabilities.
Are notary services available without tax appointments?
Yes, our notary services operate independently from tax consultations. We offer document certification for various legal and business needs with flexible scheduling options.
How can I schedule an appointment?
Contact us at 626-336-3335 to book weekday appointments. Weekend sessions are available by prior arrangement through our scheduling system.
What areas do you serve?
While based in La Puente, CA, we serve clients throughout the San Gabriel Valley region with both in-office and virtual consultation options available.
