WELCOME TO     LEO CRUZ TAX SERVICES.

IT'S OUR 20TH ANNIVERSARY

Your Tax Professionals

Leo Cruz Tax Services provides clients with the specialized Tax support and services they need, allowing them to focus on their business and personal lives. Leo Cruz has been in the industry since 2000, and our team of Certified Tax Preparer's work diligently, in accordance with the highest professional standards.

 

ABOUT US

Leo Cruz Tax Services has been providing clients personalized tax and accounting services throughout North County since 2000. With our certified training and expansive financial knowledge, we are equipped to handle all of your accounting needs, no matter how complex. Whether you require assistance at the corporate or personal level, we are ready to serve as your tax planners and accounting advisors.

 

OUR HISTORY

Leo Cruz, Founder and General Manager
OPERATIONS OPENED SINCE June of 2014

We are a small business. Owned and run by people like you. We began operations with the main idea to provide all the help and the elements you need to succeed and earn your business year after year.

We offer a variety of services that will make your life more pleasant. Myself and my staff, Gustavo and Nancy, are trained and highly professional staff that will provide you with the excellent customer service you deserve. Our number one goal is to meet and exceed our commitment to you and your family. We are a young but experienced company. And we decided to open our doors to our community to help them as our own family.


Leo Cruz Tax Services warmly welcomes you all. We are committed to serving by professional standards. Our motto is Passion, Integrity, and Loyalty.


Estamos preparados para ayudarles. Mi familia y yo les damo las gracias por darnos la oportunidad de asistirlos.

 

OUR SERVICES

Your Business Matters

 TAX PREPARATION

Saving You Money

Our method of preparing the tax return is designed to ensure accurate results at each stage. During the interview, your tax preparer uses software that has a built-in error control and diagnostic system . Depending on how you choose to get a refund, our software communicates with the banks that finance for approval. Everything is based on IRS and FTB approval of course.


Your statement is then analyzed as a new error control is performed. Next, your return is filed electronically with the IRS and state tax agency (Franchise Tax Board or corresponding state). These agencies provide tax receipts or confirmation of receipt, allowing us to obtain a refund within the time requested.


The proven effectiveness of the process of preparing the tax return and error control system will ensure quick and accurate processing possible.

TAX CONSULTATION

Alleviating Stress

Preparing your tax return is often a difficult task that may pose more questions than answers:

What forms need and where to get it?
Did I do all my calculations correctly?
Will I be subject to fines?
How do I get the refund I belong?
Do I know all the legitimate deductions?
How do I get my refund faster?
How do I know the IRS received my return and is processing?
And what about my California state tax return?

Do I know all the current laws?

BOOKKEEPING

Enabling Growth

Bookkeepers perform general accounting duties. They maintain complete sets of financial records, keep track of accounts, and verify the accuracy of procedures used for recording financial transactions. They are employed by private businesses, governments, and virtually every other type of institution. As a bookkeeper, you perform a variety of duties. You prepare, control, balance, and check various accounts using standard bookkeeping methods. You enter daily financial transactions in a journal either manually or by computer. You maintain general ledgers recording the status of various accounts and making sure that all the accounts balance.
You also balance the ledgers and prepare financial statements. To verify the accuracy of computerized and manual accounting and record-keeping systems, you may be asked to perform an audit. You may also prepare statistical, financial, accounting, or auditing reports.

NOTARY SERVICES

Peace of mind

A notary public (or notary or public notary) of the common law is a public officer constituted by law to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. A notary's main functions are to administer oaths and affirmations, take affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, take acknowledgments of deeds and other conveyances, protest notes and bills of exchange, provide notice of foreign drafts, prepare marine or ship's protests in cases of damage, provide exemplifications and notarial copies, and perform certain other official acts depending on the jurisdiction. Any such act is known as a notarization. The term notary public only refers to common-law notaries and should not be confused with civil-law notaries.
With the exceptions of Louisiana, Puerto Rico, Quebec, whose private law is based on civil law, and British Columbia, whose notarial tradition stems from scrivener notary practice, a notary public in the rest of the United States and most of Canada has powers that are far more limited than those of civil-law or other common-law notaries, both of whom are qualified lawyers admitted to the bar: such notaries may be referred to as notaries-at-law or lawyer notaries. Therefore, at common law, notarial service is distinctly different from the practice of law, and giving legal advice and preparing legal instruments is forbidden to lay notaries such as those appointed throughout most of the United States of America.

PAYROLL

Employees that move your bussines

In a company, payroll is the sum of all financial records of salaries for an employee, wages, bonuses and deductions. In accounting, payroll refers to the amount paid to employees for services they provided during a certain period of time. Payroll plays a major role in a company for several reasons.


From an accounting perspective, payroll is crucial because payroll and payroll taxes considerably affect the net income of most companies and they are subject to laws and regulations (e.g. in the US, payroll is subject to federal, state and local regulations).


From an ethical business viewpoint payroll is a critical department as employees are responsive to payroll errors and irregularities. The primary mission of the payroll department is to ensure that all employees are paid accurately and timely with the correct withholdings and deductions, and to ensure the withholdings and deductions are remitted in a timely manner.


This includes salary payments, tax withholdings, and deductions from a paycheck.


Government agencies at various levels require employers to withhold income taxes from employees' wages.


In the United States, "payroll taxes" are separate from income taxes, although they are levied on employers in proportion to salary; the programs they fund include Social Security and Medicare. U.S. income and payroll taxes collected through deductions are considered to be trust fund taxes, because the employer holds the deducted money in trust for later remittance.

 
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CONTACT US

751 Rancheros Dr #13, San Marcos, CA 92069, USA

CELL (760) 975-2125

FAX (760) 290-7253

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OPENING HOURS

Come Visit

Mon - Thu: 1 pm - 11 pm

Fri: 11 am - 11 pm

Sat: 9 am - 9 pm

Sun: 11 am - 8 pm

 

CELL (760) 975-2125

FAX (760) 290-7253

751 Rancheros Dr #13, San Marcos, CA 92069, USA

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