Tax · Bookkeeping · Notary · Business formation

Professional tax, bookkeeping, notary and business formation services

Federal and California tax preparation, organized books and notary services, with a clear process and a client portal that shows the status of your case at every step.

Services

Service in English and Spanish.

AngellopeZ · Client portal · TT-25-0142

Tax year 2025 · Federal + CA

Maria Gonzalez

Needs documents
Completion68%

Step checklist

Profile
Filing Status
Dependents
Income Types
Deductions & Mileage
Documents

Documents

W-2 — Bright Dental LLCReviewed
1099-INT — First Coast BankReceived
W-2 — Harbor ClinicPending
Mileage category is required before review can continue.
Client portal preview: status, checklist and documents in one place.

01

Services

One office for your personal and business paperwork.

01

Tax preparation

Individual and self-employed returns for IRS Federal and California FTB.

  • Federal (IRS) returns
  • California (FTB) returns
  • Document checklist and review before filing
02

Bookkeeping

Clean, up-to-date books so your numbers are ready when you need them.

  • Transaction categorization
  • Bank and card reconciliation
  • Reports ready for tax season
03

Notary Public

Notary Public services for your documents, with identity verification.

  • Signatures and acknowledgments
  • Identity verification
  • By appointment

Serving San Diego County

Hire
04

Corporation formation

Help forming your LLC or corporation and getting the paperwork in order.

  • LLC and corporation setup
  • State registration paperwork
  • EIN application support

Federal + California focus

Tax work centered on IRS and California FTB requirements.

A clear process

You always know what is missing, what is in review and what is ready.

English and Spanish

Explanations and forms in the language you are most comfortable with.

02

How it works

Four steps from first contact to a completed service.

  1. 01

    Book a consultation

    Tell us what you need and we confirm a time.

  2. 02

    Complete a guided intake

    Simple questions, one topic per screen.

  3. 03

    Share your documents

    A checklist shows exactly which documents are still needed.

  4. 04

    Review and filing

    We review everything with you before anything is filed.

03 · Client portal

Your case, always visible

Clients get access to a portal with case status, next steps and the list of received and pending documents.

  • Case status from intake to ready
  • Document checklist
  • Messages about missing items
Client login

04

Contact

Book a consultation or reach out directly.

Office
San Diego, California
ALAngellopeZ

Tax preparation, bookkeeping, notary and business formation services.

California Notary Public Commission No. 2466322 · Expires Oct 17, 2027 · CTEC ID: A348754, PTIN: 2026

© 2026 AngellopeZ