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Uptown Advisors

7028 Greenleaf Ave Whittier, California 90601
Uptown Advisors, a firm in Whittier, California resolves a variety of tax problems. View the firm's tax professionals, customer reviews, and tax agencies serviced, and more.

About

Uptown Advisors, led by the experienced owner Carlos Martinez, is a comprehensive tax professional company based in California. The firm specializes in providing tax representation services, making it an ideal choice for taxpayers seeking resolution for serious IRS or state tax problems. Uptown Advisors is dedicated to helping taxpayers navigate the complexities of tax controversies, offering a lifeline to those in distress.

The firm offers a broad range of services tailored to meet the unique needs of each client. These services include bookkeeping, payroll, income tax preparation, and business incorporation advice. Uptown Advisors takes pride in their bookkeeping services, offering monthly reporting, specialized income or expense reporting, online document storage, electronic transaction reconciliation, and sales tax calculation and payment. They also assist with workers' compensation audits for clients who also have payroll with them. Furthermore, Uptown Advisors provides a personalized approach to business services, first understanding your business and goals, then working together to put the agreed plan into action. With a strong focus on small businesses, Uptown Advisors is committed to understanding and addressing the specific needs of each client, making them a reliable partner in tax resolution and business planning.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • California Department of Tax & Fee Administration (CDTFA)
  • California Employment Development Department (CA EDD)
  • California Franchise Tax Board (CA FTB)

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Non-Profits/Charities Partnerships/Multi-Member LLC

Reviews

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Customer Rating

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Team of Tax Professionals

Carlos Martinez avatar

Carlos Martinez

EA at Uptown Advisors
Serving Nationwide
Whittier, California
21 Years of Experience
Speaks: English, Spanish

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