Hola, Hello, Salut!
Let me help you with the language of taxes and money. My goal is to bring peace of mind to my clients by helping them restore their financial health. Imagine, for a moment, feeling full confidence in how you interact with your own money. I demystify the fear around the taxation process with on-going personalized guidance on your unique financial story, offering you empowerment and peace of mind.
I have over a decade of experience working for accounting firms in New York City, before founding OPTIMAL TAX SOLUTIONS INC: a bilingual (Spanish and English) team of accountants and business analysts, also with over a decade of experience. I founded OTS in 2020 after beginning my career with the prestigious KPMG International and continuing to expand my knowledge from there. I gathered a top team that is aligned with my mission: to nurture empowerment and peace of mind for all our clients, regardless of their circumstances; and to offer the most optimal tax solutions possible.
I grew up in Lima, Peru in the 1980's during turbulent times of terrorism. This provided me the resilience, faith, ambition, and love for knowledge required to grow my successful business in the heart of New York City, the city that defines success. Allow me to help you: the individual, the entrepreneur with a dream, working diligently to grow your success. Outsource your taxation and accounting needs to me and my team, so that you can focus on what you do best. And by the way, filing tax returns is exciting to me because they tell me a story: the story of your life, financial growth, successes and failures. They tell me the story of the business ventures that you embark on, the amount of risk you take, who you choose as a partner, what your passions are (or at least what interest moves you), what you spend your money on, and much more! And from here, I can set you up for the type of success you are looking for; the success that fits YOUR story. So, what is your story?
SCHEDULE YOUR CONSULTATION with me at the link below, and LET'S DIVE INTO THE NEXT CHAPTER OF YOUR STORY: THE CHAPTER ON FINANCIAL EMPOWERMENT!
Licensing & Credentials
Services Offered
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