
PROACTIVE TAX PLANNING FOR BUSINESS OWNERS AND REAL ESTATE INVESTORS
Tired of tax-season surprises or wondering whether you're missing opportunities to save?

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.
We help you anticipate tax obligations, identify opportunities, and avoid unnecessary surprises.
Get direct, attentive support from an advisor who understands your business and financial goals.
Work with us virtually in English or Spanish, wherever business takes you.
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?
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.

Uncover potential tax-saving opportunities and make smarter decisions before tax season arrives.

Keep your books accurate, understand your numbers, and stay organized with your taxes in mind.

Professional business and individual tax preparation that brings accuracy and coordination to filing season.



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