Lara's Real Estate & Financial Services

Jose Lara runs a tax, bookkeeping and real-estate practice in Vallejo under the name Lara's Income Tax & Financial Services; the chamber's record carries the corporate name, Lara's Real Estate & Financial Services, which matches an active California registration. His pitch is one adviser for both your taxes and your property deal, in English or Spanish. The firm's website gives an office on Tennessee Street in Vallejo, and a second location has opened in American Canyon.

Taxes, books and property

The stated services are personal and business tax returns, bookkeeping for small businesses, ITIN applications and other filings for immigrant clients, and real-estate representation for buyers and sellers. Appointments can be virtual over Google Meet, and documents can be dropped off rather than brought to a sit-down meeting, which suits clients who work shifts or live across the bridge in Benicia.

Mr. Lara describes himself as founder, tax professional and realtor, with more than twenty years in tax work.

Preparing for your appointment

For a return, bring all W-2 and 1099 forms, last year's return, ID for everyone on the return, and receipts for deductible expenses; ITIN applicants need original identity documents or approved copies. Ask what the preparation fee covers, whether the preparer signs the return with a PTIN, and how amended returns or IRS letters are handled afterwards. On the real-estate side, ask which licence the agent works under and look it up with the California Department of Real Estate, and ask how the firm separates tax advice from the commission it earns on a sale.

Solano and Napa reach

Vallejo clients are the core, with Benicia, American Canyon, Fairfield, Suisun City, Vacaville, Napa and Crockett covered across Solano County and the southern Napa Valley.

The chamber's record lists 707-642-2272; the firm's site, laratax.com, publishes its own office numbers, and the street address on the chamber's record is out of date.