Business Details
50+ Years
experience
Your Trusted Tax Preparation Partner in La Puente, CA
Bates Income Tax & Notary Svc & Notary Svc has served individuals and businesses in La Puente since 1972, specializing in tax preparation and planning. Our team delivers personalized solutions to ensure clients pay the minimum legally required taxes while building long-term relationships. We combine decades of local expertise with comprehensive knowledge of tax regulations to serve full-time employees, independent contractors, small businesses, and mid-sized companies. Our services include individual tax preparation, assistance for exempt organizations and partnerships, and bookkeeping to help clients achieve financial goals. We maintain regular business hours Monday through Friday and offer Saturday and Sunday appointments for client convenience.Located at 117 N 1st St, we pride ourselves on transparency, reliability, and community-focused service. Our commitment to minimizing tax liabilities has made us a trusted partner for clients seeking expert guidance through complex tax scenarios. We emphasize timely, efficient service tailored to each client's unique needs while maintaining strict compliance with all professional standards. Our reputation as La Puente's premier tax preparer reflects our dedication to client satisfaction and financial stewardship.
Services
Personal Tax Preparation
Partnership Tax Services
Bookkeeping Solutions
Details
- Year established: 1972
Highlights and features
- We have over 50 years of experience serving La Puente's tax needs.
- Our team provides personalized tax strategies for individuals and businesses.
- We specialize in reducing tax liabilities for partnerships and exempt organizations.
- Our bookkeeping services support long-term financial planning.
- We offer flexible appointment scheduling including weekends.
Services
Personal Tax Preparation
Our personal tax preparation service provides customized solutions for individual taxpayers. We handle complex filings including deductions, credits, and investment income while ensuring compliance with current regulations. Clients receive thorough guidance to optimize refunds and minimize liabilities through strategic planning.
Exempt Organizations
We specialize in tax services for exempt organizations and partnerships. Our experts navigate complex nonprofit tax requirements, including Form 990 filings and compliance with IRS regulations. This service helps organizations maintain their tax-exempt status while optimizing financial operations through strategic tax planning.
Bookkeeping
Our bookkeeping service maintains accurate financial records for businesses throughout the year. We track income, expenses, and tax-deductible items to provide clear financial insights. This foundational service supports effective tax planning and ensures clients have organized records for audits or financial reviews.
People
Philp E. Shura
Owner/Notary
Philp E. Shura leads Bates Income Tax & Notary Svc & Notary Svc with over 50 years of experience in tax preparation and notary services. He has served La Puente clients since 1972, combining deep regulatory knowledge with personalized service to help individuals and businesses achieve financial compliance.
Questions
What tax services do you offer for individuals?
We provide comprehensive personal tax preparation including income, deductions, and investment-related filings with strategic planning to minimize liabilities.
Do you handle nonprofit organization tax filings?
Yes, we specialize in tax services for exempt organizations and partnerships, including Form 990 compliance and IRS regulation guidance.
Are weekend appointments available?
We offer Saturday and Sunday appointments by request to accommodate clients' schedules outside regular business hours.
What bookkeeping services do you provide?
Our bookkeeping service tracks income and expenses year-round, maintaining organized records for tax preparation and financial planning purposes.
