PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS
Reduce Taxes. Build Wealth.
Tired of tax-season surprises or wondering whether you're missing opportunities to save?
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 more than a once-a-year tax return.
We combine proactive tax planning with tax-focused accounting to simplify complex tax matters, uncover tax-saving opportunities, and empower you to make informed financial decisions with clarity and confidence.
Led by Marilynn Ugarte, EA, CTC, who brings 18 years of public accounting experience, our firm is built on personalized attention and lasting client relationships.
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
Uncover potential tax-saving opportunities and make smarter decisions before tax season arrives.
Tax-Focused Accounting
Keep your books accurate, understand your numbers, and stay organized with your taxes in mind.
Tax Preparation & Filing
Tax Preparation & Filing
Professional business and individual tax preparation that brings accuracy and coordination to filing season.
Getting Started Is Simple
