Tailored financial services for every stage of life.
SERVICES
At Prime Tax, we offer comprehensive financial services tailored for individuals, sole proprietorships, and diverse business structures including C & S-Corporations, LLCs, and partnerships. Our expertise extends to estates, trusts, multi-year and multi-state taxations, and registered domestic partnerships. Beyond tax preparation, we provide insightful tax consulting, accurate tax estimation, and year-round business tax solutions. Should you ever face an audit, rest assured, our team stands ready for representation.
01
Tax
Preparation
At Prime Tax, we offer a holistic suite of business services to streamline your operations. From meticulous bookkeeping and efficient payroll management to expert account handling and payment solutions, we ensure your business runs smoothly. Moreover, our seasoned professionals are adept at preparing and optimizing your business tax filings, ensuring compliance while maximizing benefits.
02
Corporate
Services
At Prime Tax, we specialize in a range of financial services to secure your future. From Individual Retirement Accounts (IRA) and seamless IRA rollovers to life insurance policies and annuities, we've got you covered. Our dedicated team also offers comprehensive financial planning to ensure your financial goals are met and your future is bright.
03
Investments
At Prime Tax, we're not just experts in traditional financial services but also in catering to the unique needs of real estate investors. Whether you're seeking new loans, considering refinancing options, or aiming to maximize real estate tax benefits for owner-occupied properties and investments, we have the expertise to guide you. Our deep understanding of real estate tax advantages ensures that both seasoned and novice investors reap the full benefits of their investments.
04
Real
Estate
All about
PrimeTax
ABOUT
TAXES AND FINANCIAL PLANNING CAN BE SCARY! We understand, and we are here to make it less frightening. You might be handling your taxes for the first time on your own, or a new entrepreneur starting the journey to financial freedom. Maybe you are not new to taxes and financial planning, but find all the constant changes to be a little overwhelming. Prime tax will be by your side through the journey.
We are dedicated to educating our clients while providing high quality services, giving you the tools and information you need to make sound decisions regarding your current and future financial health.
Our focus and commitment is to serve our clients with all their income tax, business management, real estate and investment-related needs so that they can achieve their financial goals and pursue success in their careers. Our personal approach to every client ensures quality and value behind our services and representation.
We seek long-term, value-driven relationships with clients who are serious about building their personal assets and growing a successful business. We are dedicated to educating our clients; providing high quality services, giving you the tools and information you need to make sound decisions regarding your current and future financial health.
What we know, how we process work, and our network of relationships all combine to deliver a caliber of tax advice, services, and practical solutions.
What we know, how we process work and our network of relationships all combine to deliver a high caliber of tax advice, services and practical solutions.
APPROACH
Jan 29th - First day of E-file for 2023 Tax Returns.
Jan 31st - Deadline to distribute 1099 to recipients you want to claim as a tax expense.
Feb 29th - Taxpayers that have 1099 income and reside in Los Angeles City need to renew or apply for the business Tax Registration Certificate or else they could be assessed LA City Tax. Businesses that are located in Los Angeles City must renew or apply for their LA City Business Tax Registration Certificate. Here is the link to do so: https://finance.lacity.gov/
Mar 15th - The deadline to file your S-Corp (Form 1120-S) and Partnership (Form 1065) 2023 calendar-year tax returns. For an automatic six-month extension, please file an extension Form 7004 or call us to file the extension for you.
January-March
April 15th - The deadline to file your Individual income tax return for 2023 (Form 1040 or 1040-SR) AND pay any tax that is due. For an automatic six-month extension, file form 4868 or call us to file the extension for you. It is suggested to pay any projected tax with your extension on this date. This is also the deadline to file your C-Corporation (Form 1120) 2023 calendar-year income tax return
and pay any tax that is due. If you want an automatic six-month extension, file Form 7004 and pay any estimated tax that you may owe. We can file the extension for you as well.
April
Sept 16th - If your S-Corp (Form 1120-S) or Partnership (Form 1065) received an extension from March 15, file your 2023 calendar-year income tax return.
Oct 15th - If you filed an extension on April 15 for your individual income tax return, then this is the deadline to file and pay your income taxes for your personal tax return. If your C Corporation received an extension from April 15, then this is the deadline to file and pay your corporate taxes.
May -October
2024 TAX CALENDAR
CALENDAR
Cesar O. Loya, E.A.
An Enrolled Agent federally licensed to practice before the IRS with over 15 years of tax professionalism. Specializing in complex tax returns arriving from individual and corporate filings. The CEO and President of Prime Tax & Consulting, Cesar Loya dedicates his life in assuring his clients with the upmost quality in whatever tax situation that may lurch in their lives. A graduate of California University of Northridge, Cesar Loya implements expertise and desire to all his clients to better improve their tax financial stance year round..
Michelle Moralez
A Burbank tax professional and notary signing agent for over 12 years, Michelle dedicates her passion in individual and corporate tax preparation. Michelle Moralez brings expertise in simple to complex tax returns such as LLC/Multi-State/Small Businesses/Corporate entities/and audit representation. Michelle offers her savvy tax skills year round to better improve your tax financial portfolio..
Daniel Perez
Versatile tax professional with over 10 years of tax experience. Specializing in individual and small business tax returns in discovering maximum Individual tax deductions and credits. A Bilingual tax professional with tax experience in multi-state and registered domestic partnership returns. Daniel, a very personable tax accountant assures his clients with tax solutions and advice revolving around the latest tax law changes. Graduate of Graceland University Iowa, Daniel strives to provide his clients with comfort and professionalism, one tax return at a time. .
Veronica Anaya
Veronica is our star Junior Accountant on the team. She brings years of Bookkeeping experience and is Quickbooks certified. Veronica can help you keep your business financials efficient and organized, and specializes in the motion picture and production industry.
Terri Shehata, E.A.
Terri brings a Versatile tax and business management portfolio with over 10 years of tax experience. Like the rest of the Prime Tax team, she strives to bring her clients the highest quality of service, and provide them with the ideal tax consultation for their individual needs and goals. Terri specializes in working with personal and corporate tax clients.
Meet our team
PEOPLE
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