A Tax Preparation, Bookkeeping and Financial Service Company
ABOUT
We are a locally owned and operated Tax Preparation and Financial Services company here to serve you with all your financial needs.
OUR MISSION
To provide quality, accurate, and affordable Financial Services including but not limited to Tax Preparation, Bookkeeping and Payroll Services. We want to build lasting relationships with our valued customers and help our clients reach their financial goals.
MEET THE TEAM
Picture 1: Lupe Ruiz
Picture 2: Kristen Edgar
Guadalupe "Lupe" Ruiz
Tax Preparer & Bookkeeper
Lupe has extensive experience in Tax Preparation with over 20+ years in the industry with H&R Block.
Lupe is extremely knowledgeable and bilingual in English and Spanish.
Lupe specializes in Sole Proprietorship Businesses, K-1's, Earned Income Credits, Student Credits, Rental Properties, LLC, S/C Corp taxes, Home ownership, and Stocks Etc.
To contact Lupe click her picture or email her @virtuoustax.lupe@gmail.com
Kristen Edgar
Tax Preparer & Bookkeeper
Kristen has 19+ years experience in Tax Preparation at H&R Block in Marina, CA and over 20 years in the financial industry. Kristen specializes in Sole Proprietorship Businesses, Rental Properties, K-1's, Home Ownership, Student Credits, LLC's, S/C - Corp's, Non-profits, Earned Income Credits and Stocks Etc.
Kristen has experience in real estate, mortgage loans, and bookkeeping for numerous different companies.
Kristen is also a Pastor in Salinas and spends a lot of time volunteering to help the community.
To contact Kristen click her picture or email her @virtuoustax.kristen@gmail.com
Make and Appointment Today!
Call us @831-256-2750; For a quicker response visit us on FaceBook @VTFSalinas and inbox us; or email us at virtuoustax.salinas@gmail.com
MEDIA
Our Response to COVID-19
We have many different ways to serve you and keep you safe. We care about your health and finances.
Tax Season Hours
January 24, 2023 - April 19, 2024
Monday - Friday / 9am-8pm
Saturday / 10am-6pm
Sunday / By Appt Only
Summer and Winter Schedule
(End of Tax Season to January 2024)
Hours of Operation
Monday - Friday: 9am-7pm (By Appt Only)
Drop Offs Welcome Anytime
Virtual Appointments Available Upon Request
Saturday - 10:00 AM - 4:00 PM (By Appt Only)
Sunday - Closed
Appointments available to fit your schedule 7 days a week if needed.
We are flexible and willing to serve you!
Here's a few of our products and services we provide!
Appointments available 7 days a week
Walk in service available during office hours!
Don't have time to stay?? Drop off your documents and come back when it's convenient to complete and review your Tax Return.
We also offer small business bookkeeping and payroll services
Don't want to wait for your refund???
Get some of your refund when you file!
*Please allow up to 72 hours to fund. Subject to bank approval.
Available in January 2024
Need to file now but don't want to pay upfront?
*Additional Fees May Apply
We also offer Protection Plus! It's an Audit Assistance and Tax Identity Theft insurance.
*Additional fee applies and up to $2500 in coverage
2023 Specials will be listed soon.
CONTACT US
Thank you so much for visiting our website. For questions or an appointment please fill out the info below and we will get back to you ASAP.