BOOKKEEPING &
TAX SERVICES FOR LAWYERS
Welcome to My Books and Taxes, Where Legal Finances Find Precision and Peace of Mind. With Over Five Years of Specialized Experience, We're Your Trusted Partner in Law Firm Bookkeeping Excellence. Explore Our Tailored Solutions Today.
Your Law Firm Is UNIQUE So Are Your Accounting NEEDS
OUR SERVICES
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Bookkeeping and Trust Accounting
Let our experienced team handle your trust accounts and tax compliant bookkeeping needs so you can run a stress-free business.
Virtual Controller
Our Virtual Controller Services team will take care of all your business' accounting functions, and a little bit more, so you don't have to!
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Virtual Controller
Our Virtual Controller Services team will take care of all your business' accounting functions, and a little bit more, so you don't have to!
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Part-Time Virtual CFO and Advisory
Let us help you dive deep into your financials, set up a plan to take you from where you are today to where you want to be in a year or two. Let us guide you to future success!
Quickbooks Online Setup and Cleanup
We will set up your books according to your legal entity and what will be useful for your business. Our team will help you get your books cleaned up, caught up, and ready for tax season!
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Quickbooks Online Setup and Cleanup
We will set up your books according to your legal entity and what will be useful for your business. Our team will help you get your books cleaned up, caught up, and ready for tax season!
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Business & Individual Tax Prep
Stop trying to file your taxes by your own. Let our team of experts make sure you are not missing deductions and avoid penalties and interests for errors in your tax return. All from the comfort of your Home!
Tax Projections and Planning
Effective tax preparation and planning can help you minimize your future tax liability. Don't get a surprise when filing your taxes. Know in advance how much will you owe and how much your estimated taxes should be.
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Tax Projections and Planning
Effective tax preparation and planning can help you minimize your future tax liability. Don't get a surprise when filing your taxes. Know in advance how much will you owe and how much your estimated taxes should be.
Our Aim Is To Free Up Your Time By Streamlining Your PROCESSES & WORKFLOWS
BENEFITS OF OUTSOURCING YOUR ACCOUNTING
Save Time & Money
When you focus on your profit-generating activities and take care of your clients your business grows. Let us take care of the accounting tasks so you can get back to doing what you intended when started your business.
Proactive Team
We are always keeping an eye on the financial health of your business and developing strategies for improvement. Think of us as your silent, financial partner helping you grow your business.
Understand Your Finance
By understanding your financial statements, you will have the confidence to make educated financial decisions to meet your business goals.
Save Huge On Employee Costs
By choosing us, you will save money on associated costs that come with hiring an employee - such as payroll tax, employee benefits, equipment, and recruiting & training.
Connection With Experts
Relationships are key to any successful business! We are always here for you and to support you with any questions you may have via phone & email
No Hidden Costs
We offer our services at a Fixed Monthly Rate. No Surprises! We don't charge you for our meetings, emails, or phone calls.
Our GOAL Is To Provide You With The Level Of Service And Communication Which Your Business Needs For Thriving
OUR TEAM
Karla Navarro
Founder, Enrolled Agent; B.S. in Accounting
Ana Montero
Account Manager; Certified Bookkeeper
Andrea Ocariz
Account Manager; Certified Bookkeeper
Mary Rodriguez
Tax Preparer
Your TRUST Is Our Biggest Asset
OUR CLIENTS
From my first meeting with Karla, I could already tell she was an expert and very knowledgeable in her field. She also laid out clearly what the process of working with her would look like, which put me at ease and made me comfortable that I'd be in good hands with someone who was experienced and organized. She was always super friendly and responsive, and helpful in answering any questions I had. It was a pleasure working with Karla and I look forward to doing so in the years to come. Thank you Karla!!
Kevin C.
Karla and her team at My Books and Taxes are terrific! Very competent, professional, friendly and personable - which is not always the case with CPA's, right? Plus, they know how to handle my complex crypto currency transactions like staking, roth, crypto, etc. not just buying and selling crypto.
Thank you Karla and your team!
Brandon N.
Karla was absolutely amazing! We had a huge list of issues for her to tackle, and Karla worked tirelessly until our books were totally perfect. Her expertise in law practice accounting is unparalleled and she was able to explain everything in a way that made complete sense.
Whenever I had questions (and I had A LOT), she answered them thoroughly and quickly. Karla was such a pleasure to work with and I cannot recommend her highly enough!
Heather O.
We Strive To Provide You The BEST SERVICE In the Industry
The 7 Biggest Legal Tax Loopholes For Lawyers
Grab this FREE E-Book to learn 7 strategies you should be implementing to reduce your taxes and keep more of your earned money in your pocket.
ARE YOUR TAXES SIMPLE?
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My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience.
