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Because everyone could use a second look

Take Two® Tax Consultation

Sometimes a second look is all it takes to uncover missed opportunities, correct costly mistakes, or finally get clarity on a confusing tax situation. With the Take Two® Tax Consultation at Signature Tax & Bookkeeping LLC, our father-and-son team provides a detailed, unbiased review of your previous tax returns, business structure, bookkeeping, or IRS concerns. This service is ideal for individuals and business owners who feel something wasn’t done correctly—or who simply want to ensure they’re getting the full benefit of current tax laws.

With more than 30 years of combined experience, Alan Herrera and Luis R. Herrera bring a unique blend of technical expertise, corporate banking insight, and compassionate guidance to every review. Whether you're dealing with an unexpected tax bill, inconsistent advice, or uncertainty around your business deductions, we take the time to go line by line, explain what we see, and offer clear recommendations.

A Fresh Perspective You Can Trust

Many clients come to us after working with larger firms or seasonal preparers who didn’t take the time to understand their business or ask the right questions. Others simply feel something is “off” and want a second opinion before making a decision. Our Take Two® service is designed to give you clarity—not judgment. You’ll work directly with Alan and Luis, ensuring your review is handled personally, thoroughly, and with complete confidentiality.

During the consultation, we analyze your tax returns, accounting methods, entity structure, income reporting, deductions, and potential red flags. If we identify savings opportunities, compliance issues, or areas needing correction, we’ll walk you through each one and help you understand your options.

What We Review During a Take Two® Consultation

  • Previous personal or business tax returns

  • Deductions, credits, and missed opportunities

  • Accuracy of bookkeeping and financial records

  • Business structure and tax classification

  • IRS notices, past issues, or audit triggers

  • Strategies to strengthen future filings

If you’ve ever wondered whether your taxes were prepared correctly—or whether you’re truly maximizing your financial position—a Take Two® consultation can give you the answers. Contact Signature Tax & Bookkeeping LLC today to schedule your review and gain confidence in your next steps.