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Frequently Asked Questions

Signature Tax & Bookkeeping LLC offers tax preparation, strategic tax planning, bookkeeping, IRS representation, Registered Agent services, payroll support through ADP, and our detailed Take Two® Tax Consultation. As a father-and-son team with more than 30 years of combined experience, we work directly with each client to provide personalized, one-on-one support year after year. Our firm serves startups, trucking fleets, small businesses, and families seeking trusted long-term guidance.

Yes. Tax preparation and tax planning serve two very different purposes. Tax preparation focuses on filing accurate returns based on what already happened. Tax planning looks ahead—helping you structure your income, expenses, and business decisions to legally reduce your tax burden. With Alan’s corporate banking background and Luis’s decades of tax experience, our planning strategies integrate tax law with lending readiness and long-term financial goals.

We offer year-round support designed to keep your business on track. This includes timely bookkeeping, payroll integration, quarterly tax estimates, entity selection guidance, and IRS compliance checks. With our Registered Agent service, we also handle official notices and filing reminders so you never miss an important deadline. Because we work closely with trucking fleets, startups, and service-based businesses, our recommendations are tailored to the unique challenges small businesses face.

Don’t ignore it—reach out to us immediately. IRS notices can be confusing, but they often require specific documentation or a timely response. As Enrolled Agents, we communicate with the IRS on your behalf and guide you through the next steps. Whether the issue involves missing information, past-due taxes, or a potential audit, we’ll review your situation, explain what the notice means, and help protect you from additional penalties.

Take Two® is a second-opinion service designed for anyone who wants a fresh set of expert eyes on their tax return or financial setup. We review your previous filings, deductions, business structure, bookkeeping accuracy, and potential red flags. Our goal is to identify missed opportunities or errors, help you understand what happened, and provide a clear path forward.

Yes. We frequently work with startups, entrepreneurs, trucking companies, and small service-based businesses. We also have a strong presence within the Hispanic community and take pride in offering clear explanations and culturally informed support. No matter your background or industry, you’ll always receive patient, respectful guidance from our two-person team.

Clients choose us because they want consistency, transparency, and genuine personal connection. You’ll always work with the same two professionals—not rotating staff or seasonal preparers. We focus on education, trust, and long-term financial health while offering deep technical expertise and hands-on support for everything from tax planning to IRS issues.

We’re here to help. Contact Signature Tax & Bookkeeping LLC today to schedule a consultation and get personalized guidance from a team that treats your finances like family.