Get Started | Ana B Garcia, CPA

First Name

Last Name

Phone

Email

Which of these best describes you?

In which of the following services are you interested in?

Do you expect any upcoming financial events that could create additional tax obligations?

What is the biggest challenge that you are currently facing as it relates to taxes?

What are some goals you would like to achieve if you had more time and money?

Tell us about yourself (i.e., sources of income & current real estate portfolio), why you would like to work with us, and what you want to accomplish in the next 12 months.

Why do you want to work with a tax strategist?

How did you hear about us?

Document Checklist

To ensure a smooth process leading up to our Intro Call, kindly upload your documents to a Google Drive Folder or any cloud platform you prefer. Don't forget to share the folder with us via email at contact@anagarciacpa.com

Alternatively, if you prefer, you can send the documents directly to contact@anagarciacpa.com

This step is crucial for us to review the materials thoroughly before scheduling our Intro Call.

Documentation required (tick all that apply)

Last filed personal tax return

Last filed business tax return

Profit & Loss Statement, or Revenues & Expenses (Excel), from January to present

IRS Letters, if applicable

Incorporating documents from the corresponding state, if applicable

To provide you with the best possible assistance, we’ll need your tax documentation. Don’t worry—if you haven’t submitted your documents yet, we won’t reach out, but you’re welcome to send them anytime to get started.

Choose File

Let’s get to know you!

Document Checklist

Ana B Garcia, CPA

Contact