Struggling With Tax Uncertainty? Discover Clear Answers and Reliable Guidance Here

With over 17 years of experience as a bookkeeper, I help individuals and businesses navigate their financial obligations confidently. At L&M Income Tax and Notary Services, my mission is to make complex financial matters easier to manage through mobile, personalized service. Based near San Jacinto, CA, I provide one-on-one support to clients throughout the surrounding area. Many people feel overwhelmed by changing regulations or past filing errors, unsure how to resolve issues or stay compliant. My business stands out because I’m fully mobile, CTEC certified, and committed to meeting you where it’s most convenient—home, office, or neutral location. From simple annual filings to more involved financial repair needs, I offer clear communication and transparent guidance built on trust and consistency. Having served this community since 2010, I’ve built strong local connections based on reliability and honest results.

How Do I Work With Clients Step-by-Step?

The way I work begins with listening carefully—because understanding your specific concerns is central to providing effective solutions. Precision matters deeply in this field, but so does making sure clients never feel rushed or confused along the journey. Each part of my workflow reflects values like timeliness, honesty, and respect for your time. Unlike larger firms where you’re passed between departments, you’ll deal directly with me—from start to finish—with consistent communication every step of the way. Every file goes through careful review before submission so nothing is overlooked or delayed unnecessarily. To make sure questions don’t go unanswered outside appointments, my FAQ section covers key scenarios and common issues clients ask about regularly.

1. Schedule a consultation appointment online or by phone
2. Review documents either virtually or during a mobile meeting
3. Create a customized service plan based on findings
4. Complete filings or resolutions within agreed timeline
5. Follow up with summaries and optional ongoing monitoring

I Serve the Surrounding Areas!

I proudly serve clients within a 30-mile radius using mobile-only services that meet you wherever you’re most comfortable—in person at home offices or another quiet space nearby. This flexible model eliminates travel headaches while still delivering professional accuracy and timely service across both residential and business needs.

Get in Touch With a Trusted Bookkeeper Now!

L&M Income Tax and Notary Services is ready to deliver reliable support for all your individual or business financial needs today. In San Jacinto, CA, schedule now for dedicated help with a bookkeeper that gets results fast. Mobile bookings fill quickly—let’s connect soon.

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