PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS
Stop Reacting to Taxes. Start Planning.
Your business decisions affect your taxes. We help you uncover tax savings, implement strategies, and plan ahead.
Your Business Has Changed. Has Your Tax Approach Kept Up?
As your business grows and your investments evolve, your tax approach needs to evolve with them. If tax conversations only happen when it’s time to file, valuable opportunities may already have passed.
Sound familiar?
- Your profits are growing—and so is your tax bill. You want to know what to expect, how much to set aside, and where you could be paying less.
- You’re questioning your business structure or how you pay yourself. What worked when you started may no longer serve your goals.
- You’re making major moves without a clear picture of the tax impact. Whether you're buying equipment, investing in real estate, expanding, or planning your exit, understanding the tax impact before you act can make a difference.
- You have financial reports but need help making sense of them. You want to understand what’s driving profits, where cash is going, and what needs attention.
Our goal is simple: We help you connect your numbers, your goals, and your tax strategy while there’s still time to act.
More Than an Accountant. A Partner on Your Side.
PrecisionBooks Advisors is a virtual boutique tax and accounting firm serving business owners and real estate investors who want guidance beyond filing a return.
Led by Marilynn Ugarte, EA, CTC, with 18 years of public accounting experience, our firm combines technical expertise with personalized guidance and direct access to your tax advisor.
We bring a proactive, analytical approach to tax planning, taking the time to understand your overall financial picture, uncover tax-saving opportunities, and evaluate strategies that help you make informed decisions throughout the year.
Proactive Approach
We help you anticipate tax obligations, identify opportunities, and avoid unnecessary surprises.
Personalized Guidance
Get direct, attentive support from an advisor who understands your business and financial goals.
Bilingual Support
Work with us virtually in English or Spanish, wherever business takes you.
How We Help
Proactive Tax Planning
Identify tax-saving opportunities, reduce unnecessary taxes, and make strategic decisions throughout the year.
Tax-Focused Accounting
Go beyond accurate books. Understand your numbers, monitor performance, and make informed business decisions.
Tax Preparation & Filing
Tax Preparation & Filing
Accurate, reliable tax preparation for businesses and individuals, with careful attention to your overall tax picture.
A Strategic Approach to Paying Less in Taxes
