Lara's Real Estate & Financial Services
Tax returns, bookkeeping, ITIN filings and real estate under one roof in Vallejo, in English and Spanish.
About
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the firm's site, laratax.com, publishes its own office numbers, and the street address on the chamber's record is out of date.
Services
VerifiedPreparing and filing federal and California individual returns, including for households with mixed immigration status, W-2 and 1099 income, dependants and rental property.
Returns for sole proprietors, LLCs, partnerships and small corporations in Solano and Napa counties, with the schedules and estimated payments that go with them.
Monthly bookkeeping for small businesses so that income, expenses and receipts are organised through the year and the tax return does not start from a shoebox in March.
Applying for or renewing an Individual Taxpayer Identification Number and handling the related filings for clients who are not eligible for a Social Security number.
Representing buyers and sellers of homes in Vallejo and the surrounding area, with the tax side of a purchase or sale handled by the same office.
Meetings over Google Meet and a drop-off option for documents, so clients can get a return done without taking time off work to sit in the office.
Details
Location and service area
Vallejo, CA 94589-1659
Common questions
Typical for this type of businessWhat should I bring to get my taxes done?
All W-2 and 1099 forms, last year's return, photo ID and Social Security or ITIN numbers for everyone on the return, records of deductible expenses, and any IRS or Franchise Tax Board letters received during the year.
How do I know the preparer is legitimate?
Paid preparers must sign the return and include a PTIN. In California they must also be a CPA, enrolled agent, attorney or CTEC-registered preparer. Ask which applies and check it on the IRS or CTEC lookup.
Can I get an ITIN through a tax office?
Yes. An ITIN application is filed with a tax return and identity documents. Ask whether the office is an IRS Certifying Acceptance Agent, which lets it verify documents without mailing originals.
Is it a problem that the same office does taxes and real estate?
Not necessarily, and it can be convenient, but ask how the two roles are kept separate, whether the agent is compensated by commission, and confirm the real estate licence on the Department of Real Estate site.
Before you hire
- Ask whether the preparer holds a PTIN and a CTEC, EA or CPA credential, and check it online.
- Get the preparation fee in writing before the return is started.
- Ask how IRS or FTB letters and amended returns are handled after filing.
- For real estate, look up the agent's licence number on the California Department of Real Estate site.
- Confirm the current office address by phone; the chamber's record is out of date.
Resumen en español
Jose Lara dirige en Vallejo una oficina que combina preparación de impuestos, contabilidad y bienes raíces, conocida como Lara's Income Tax & Financial Services; el registro de la cámara usa el nombre corporativo Lara's Real Estate & Financial Services. Atiende en español e inglés y ofrece declaraciones personales y de negocios, contabilidad mensual, trámites de ITIN para inmigrantes y representación en la compra o venta de casas, con citas virtuales y entrega de documentos sin cita. Cubre Vallejo, Benicia, American Canyon, Fairfield y Napa. El teléfono registrado es 707-642-2272; el sitio laratax.com publica los números actuales de la oficina.
Details marked Verified were checked on September 29, 2026 against laratax.com, opencorporates.com and larasincometax.com. Other details come from public business records or describe what is typical for this type of business, as marked. Not yet confirmed by the business.
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