Business Details
28 Years
experience
Trusted Tax Preparation & Notary Services in Chula Vista
Lupe Ruiz is a registered tax return preparer with over two decades of experience serving Chula Vista and surrounding communities. Since 1998, we have provided comprehensive tax preparation services, maintaining CTEC registration and adhering to strict professional standards. Our expertise extends to notary services, Medicare enrollment assistance, and apostille processing for international document authentication.As a former banking professional with specialized training in tax matters, we offer bilingual English/Spanish support to accommodate diverse client needs. Our team combines technical proficiency with personalized service, ensuring clients receive accurate, up-to-date guidance for their financial and documentation requirements.
Services
Tax Preparation
Notary Services
Medicare Enrollment
Apostille Processing
E-Filing Services
Details
- Year established: 1998
Highlights and features
- CTEC-registered tax preparer since 1998 with continuing education
- Bilingual English/Spanish services for diverse client needs
- Roberto E Ruiz, EA - IRS-enrolled agent representation available
- Mobile notary and loan signing agent services since 2000
- Specialized apostille processing for international document authentication
Associations and certifications
- California Tax Education Council (CTEC)
Services
Tax Preparation
Professional tax preparation services for individuals and small businesses. Our CTEC-registered preparers ensure accurate filing with federal and state tax authorities. We stay current with evolving tax regulations to maximize legitimate deductions while maintaining compliance with IRS requirements.
Notary Services
Mobile notary and loan signing agent services for real estate and legal documents. Available for document verification, oath administration, and certified copies. Serving San Diego County with flexible appointment scheduling and professional execution of notarial acts.
Medicare Enrollment
Medicare enrollment assistance and insurance guidance for seniors and qualifying individuals. We help navigate Part A, B, C, and D options while explaining premium costs, coverage benefits, and enrollment timelines for new beneficiaries.
Apostille Processing
International document authentication services for legal and personal records. We facilitate apostille certification through California Secretary of State for documents requiring use abroad, including birth certificates, educational records, and power of attorney documents.
E-Filing Services
Secure electronic tax filing solutions for individual and business taxpayers. Our e-file services ensure timely submission of tax returns while maintaining data accuracy and compliance with federal and state electronic filing requirements.
People
Lupe Ruiz
Registered Tax Return Preparer
With over 20 years of tax preparation experience, Lupe Ruiz holds CTEC registration and provides bilingual English/Spanish services. Former banking professional with expertise in real estate loans and financial services since 1984.
Roberto E Ruiz
Enrolled Agent
IRS-enrolled agent with specialized representation rights before the Internal Revenue Service. Completes continuing education requirements to maintain advanced tax knowledge and provides expert guidance for complex tax matters.
Questions
What tax services do you offer?
We provide complete tax preparation for individuals and small businesses, including e-filing options and IRS/FTB compliance.
Are you a licensed tax professional?
Yes, we are CTEC-registered tax preparers with continuing education and bonding requirements since 1998.
Do you offer notary services?
Yes, we provide mobile notary and loan signing agent services for San Diego County residents and businesses.
Can you help with Medicare enrollment?
Yes, we assist with Medicare Part A, B, C, and D enrollment and provide insurance guidance for seniors.
How do apostille services work?
We process document authentication through California Secretary of State for international use, including pickup and delivery.
What are your business hours?
We operate Monday-Friday 10am-5pm with appointments available by phone at 619-425-9388.
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