Saldana & Associates, Saldana Tax Service

Saldana & Associates, Saldana Tax Service is a full-service tax office located at 16 W Elm St, Lodi, CA 95240. We specialize in tax preparation, bookkeeping, and immigration consulting services. Our experienced team is dedicated to providing personalized solutions to meet your financial needs. Whether you're an individual seeking tax assistance or a business in need of comprehensive financial services, we are here to help you navigate the complexities of tax laws and financial planning. Our goal is to ensure you make informed decisions that benefit your financial well-being.

Our Services Include:

• Tax Preparation: We offer comprehensive tax preparation services for individuals, sole proprietors, estates, gifts, partnerships, LLCs, corporations, S-Corps, non-residents, sales, and payroll tax forms. Our clients enjoy fast, experienced, and accurate filing, ensuring you receive the maximum refund or pay the least amount of tax necessary. We also provide audit assistance at no additional charge for clients who have their taxes prepared by us.
• Bookkeeping and Payroll: Our bookkeeping services are tailored to meet the needs of small businesses, offering affordable solutions for businesses with less than 10 employees. We provide cloud-based payroll services, allowing you to enter employee hours and receive a PDF file to print checks in your office. Our pricing is reasonable, charging by the service to ensure you only pay for what you need.
• Immigration Consulting: We offer immigration consultation services to current clients and those recommended by current clients. Our immigration consultant assists in the preparation of forms and submission of documents for the immigration process, though we do not provide legal advice. Appointments are required for consultation services, and we do not offer these services during tax season due to high demand.

Meet Our Team:

• Patricia Saldana: Managing the office, preparing income tax forms, performing tax audits, handling bookkeeping, and immigration consulting appointments. With over 27 years of tax preparation experience, 15 of those years as an Enrolled Agent.
• Sara Saldana: Assists in preparation of income tax forms, immigration forms, and bookkeeping. Also assists the front desk in setting appointments and transactions. Sara is bilingual.
• Hector Quintero: With 16 years of tax preparation experience, Hector specializes in individuals with investments or retired, rentals, and small businesses. He is bilingual and available for appointments.
• Vicki Bertroch: Provides excellent customer service for appointments and assists with various tasks. Vicki joined our team after serving several years with the State of California.
• Marcos Saldana: Provides excellent customer service and assists with immigration forms. Marcos is bilingual, speaking both English and Spanish fluently.

Operating Hours:

• Monday to Friday: 9:00 AM - 5:00 PM
• Saturday and Sunday: Closed

We close on major holidays but recommend calling the office to confirm our schedule. For more information or to schedule an appointment, please contact us at (209) 224-5410 or visit our website at saldanacompany.com.