PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS

Stop Reacting to Taxes. Start Planning.

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 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 tax planning, accounting, and tax preparation together based on your needs, helping you connect financial information with 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. 

Your Business Has Changed. Has Your Tax Approach Kept Up?

 As your business grows and your investments evolve, your financial decisions become more complex. But if you're only talking to your accountant at tax time, you could be missing valuable opportunities to plan ahead.


Sound familiar?

  • Your profits are increasing, but so is your tax bill. You want to know what to expect, how much to set aside, and whether there are legitimate ways to reduce your tax liability.
  • You're unsure whether your business structure and the way you pay yourself are still working in your favor. As your business grows, the way you're structured and how you compensate yourself can affect your tax liability. We help you evaluate whether your current approach is tax-efficient and identify opportunities for improvement.
  • You're making important financial decisions without knowing the tax consequences. Whether you're purchasing equipment, investing in real estate, or expanding your business, you want to understand your options before committing.
  • You have financial reports, but aren't sure what the numbers are telling you. You need more than reports. You want an advisor who can help you understand your financial position and make informed decisions.


That's Where We Come In.

At PrecisionBooks Advisors, we take a proactive approach to your taxes. We review your financial picture, identify potential tax-saving opportunities, and help you evaluate strategies tailored to your business and investment goals.


Our goal is simple: Help you make informed decisions throughout the year, rather than discovering missed opportunities when it's time to file your return.

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

Ready to Take a Proactive Approach?

  Let's explore how proactive tax planning and personalized guidance can help you move forward with confidence.