HABLAMOS
ESPAÑOL
Business & Tax Specialist
Tax expertise that
protects and grows your business.
We specialize in tax planning, entity structuring, and full-service compliance for business owners at every stage.
More than filing, we build the financial foundation that lets your business operate with confidence.
Designed for LLCs, S-Corps, C-Corps, partnerships, sole proprietors and nonprofits.
Business Tax Preparation
SPECIALITY
Tax Planning & Strategy
SPECIALITY
Individual Tax Returns · 1040
Entity Formation & Structuring
Bookkeeping Services
ITIN Applications · CAA
OUR CORE SPECIALTY
Tax & compliance
for business owners.
02
Tax Planning & Strate
Year-round planning, not just April.
We analyze your income, expenses, and business calendar to identify opportunities before the tax year closes, eliminating surprises.
From formation to filing, we provide the strategy, structure, and year-round support that growing businesses need.
01
BUSINESS TAX PREPARATION
C-Corps, S-Corps, Partnerships, LLCs, Nonprofit filings (Form 990) and Sole Proprietors.
We specialize in strategies to maximize your deductions legally and stay fully compliant at federal, state, and local levels.
03
Entity Formation & Structuring
We evaluate your business objectives, ownership structure, and tax implications to recommend the best entity type and handle formation from start to finish.
04
Bookkeeping Services
Clean, accurate books are the foundation of good tax strategy. We provide ongoing bookkeeping to keep your records organized, compliant, and useful for real business decisions.
05
Payroll Services
Accurate, timely payroll with full compliance for federal and state requirements. We handle calculations, tax deposits, and filings so you can focus on running your business.
06
Business Compliance
Sales Tax (CDTFA), Statements of Information, Workers’ Comp Audits. The administrative layer that keeps your business in good standing.
WHY STRUCTURE MATTERS
The right entity
changes your tax bill.
How your business is structured determines how you're taxed, how you pay yourself, and your exposure to liability. Most owners are leaving money on the table, or taking unnecessary risk because no one has reviewed their structure through a tax lens.
C-Corporation
Ideal for investment-seeking companies
S-Corporation
Pass-through with payroll optimization
Partnership / MultiMember LLC
Flexible profit & loss allocation
Single-Member LLC
Disregarded entity, Schedule C reporting
Nonprofit Organization
Tax-exempt status & compliance
FORM 1120
FORM 1120-s
FORM 1065
SCHEDULE C
FORM 990
HOW WE HELP
We model tax outcomes across entity types using your real numbers
We handle formation paperwork and initial tax registrations
We plan for structural changes as your business grows
We coordinate with your attorney when legal advice is needed
We evaluate owner compensation strategy per entity type
We review existing structures and identify conversion opportunities
MEET THE DIRECTOR
Konny Guerrero
Director · Guerrero Business & Tax Services
Certifying Acceptance Agent · Tax Specialist · Based in Napa, CA.
Over 10 years helping families and business owners across Napa and Sonoma Valley take control of their tax position. Bilingual, IRS-certified, and personally invested in your outcome.
IRS Certified CAA
CTEC Registered
Bilingual EN / ES
NATPS
FOR INDIVIDUALS
Complex returns
handled with care.
Our core focus is business, but we bring the same rigor to personal returns, especially those involving investment income, real estate, or crypto.
01
Individual
Tax Preparation
W-2, 1099, family situations. Accurate, complete filings.
03
Crypto & Investments
Capital gains, staking, brokerage, RSUs and stock options.
Personal Tax Planning
05
Year-round strategy for professionals and high earners.
07
ITIN & Mixed-Status Families
First filings, available credits, family scenarios.
02
Self-Employed
/ 1099
Freelancers, contractors, gig workers , Schedule C maximized.
04
Rental &
Real Estate
Depreciation, passive loss rules, multi-property portfolios.
06
Back Taxes & Amendments
Catch up on prior years or fix past returns.
08
IRS
ASSISTANTANCE SERVICES
Audits, payment plans, IRS letters, tax resolution.
C E R T I F I E D A C C E P TA N C E A G E N T
ITIN Applications
No Need to Mail Your Passport
As a licensed Certifying Acceptance Agent, we verify identification documents in person. Applicants do not need to mail original documents, protecting them from loss or theft and significantly speeding up the process.