Santiago Professional Services LLC.

We take pride in providing excellent services in the New Bedford community and surrounding areas.

Tax preparation service in New Bedford, MA (show on map)

4.8

★★★★★

22 reviews

Santiago Professional Services offers comprehensive tax preparation, ITIN applications, bookkeeping, notary, translation, and real estate services to individuals and businesses in New Bedford.

Call (774) 330-5954

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About

Since 2010, Santiago Professional Services has been a trusted partner for tax filing needs in New Bedford, serving individuals and businesses with expert tax preparation, bookkeeping, and real estate services. Founded by Guelmie Santiago, the firm specializes in tax preparation, ITIN applications, bookkeeping, notary services, translation, and real estate assistance, with a commitment to financial education and community empowerment.

The team, including founder Guelmie Santiago, office manager Damaris Ferrer, tax preparer Greyli Inoa, and office assistant Genesis Saldana, provides personalized support and guidance throughout the year, ensuring accurate, up-to-date tax advice and exceptional service across multiple domains.

Community-focused services

Bilingual support (English/Spanish)

Comprehensive tax and financial services

Real estate expertise

Personalized client relationships

Services

Tax Preparation

We accurately prepare federal, state, and local tax returns, ensuring all deductions and credits are maximized to simplify the tax process and achieve the best possible financial outcomes.

Federal, state, and local tax return preparation Maximization of deductions and credits Personalized support and guidance

ITIN Applications

We assist individuals in applying for an Individual Taxpayer Identification Number (ITIN) with the IRS, ensuring accurate completion of Form W-7 and inclusion of necessary documentation.

ITIN application assistance Form W-7 completion Documentation support

Bookkeeping

We offer comprehensive bookkeeping services tailored to businesses, recording all financial transactions and providing accurate, timely financial records.

Transaction recording Financial statement preparation Accounts payable/receivable management Bank reconciliations

Notary Services

We provide essential notary services to authenticate and verify signatures, documents, and identities for legal transactions.

Document notarization Identity verification Legal document authentication

Translation Services

We offer professional translation services for legal, business, and personal documents between English and Spanish, ensuring accuracy and cultural relevance.

Document translation Certified translations Cultural adaptation

Real Estate Services

We offer comprehensive real estate services, including guidance through buying, selling, and financing processes, with a focus on providing exceptional service and market knowledge.

Property search and guidance Mortgage assistance Market analysis Transaction management

Credentials & Certifications

IRS Certification

Since 2010

Real Estate Agent License

Since 2018

Reviews

Rating

4.8

★★★★★

Reviews

"Can't recommend enough!"

Frequently Asked Questions

Where's my Federal Refund? +

You can check the status of your federal tax refund using the IRS's 'Where's My Refund?' tool on their website.

Where is my State Refund? +

The status of your state tax refund can typically be checked through the official website of the state's revenue agency.

Business Tax Deadlines +

Business tax deadlines vary by state and type of tax. Generally, federal business tax returns are due by March 15 for calendar-year taxpayers, and state deadlines can differ. It's advisable to consult the IRS and your state's revenue agency for specific dates.

Child Tax Benefits +

Child Tax Benefits include the Child Tax Credit, which can reduce your federal income tax by up to $2,000 per qualifying child under certain income thresholds. Eligibility depends on factors such as the child's age, relationship to the taxpayer, and income level.

Tax Rates +

Federal tax rates for 2023 range from 10% to 37%, depending on taxable income and filing status. State tax rates vary by state, with some states having no income tax and others having progressive rates.

Is My Child a Qualifying Child for the Child Tax Credit? +

A qualifying child for the Child Tax Credit must be under age 17 at the end of the tax year, related to you, live with you for more than half the year, and provide less than half of their own financial support.

Am I Eligible to Claim the Child and Dependent Care Credit? +

Eligibility for the Child and Dependent Care Credit depends on having dependents, paying for qualifying childcare expenses, and meeting income thresholds. The credit can offset up to 35% of qualifying expenses.

Am I Eligible to Claim an Education Credit? +

Eligibility for education credits like the American Opportunity Tax Credit (AOTC) or Lifetime Learning Credit depends on the taxpayer's educational expenses, enrollment status, and income level. These credits can significantly reduce tax liability for qualifying education costs.