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learn about our history

About Us

future-oriented

Santos Tax is
a family

Santos tax began in the 1980s when Mr Santos began offering tax services to the families on his postal route. He was a mail carrier for many years and built a friendship with many of the families. Mrs Santos would manually do the clients taxes at their home office. When the business began to grow, they no longer were able to sustain the business at home.

In 1990 Santos Tax was opened at 2001 E 1st Street
Boyle Heights. From that day until today we have seen many businesses come and go, but Santos Tax has withstood. We are thankful to our many loyal clients as well as our newcomers.

01

Proven Track Record

With over 30 years in the industry, Santos Tax  has stood the test of time, showcasing our unwavering dedication to delivering quality and accuracy for our clients.

02

Expertise and Experience

Three decades of operations have allowed us to gather a wealth of expertise, ensuring that we understand the nuances and intricacies of our industry better than anyone else.

03

Trust and Reliability

Over the years, we’ve built strong relationships with countless clients who rely on our services. This longevity is a testament to the trust our clients place in Santos Tax, and the consistent reliability we offer in a complex industry.

“We would love to serve you and your family.”

remember the past

Since the 1980s

Family-operated Tax business with over 30 years of serving the community. With over 10,000 lifetime clients, we provide expertise in Taxes, Mortgage Lending, Real Estate and Notary Services. We would love to serve you and your family.

communication is key

personal service

making a start

Santos tax began in the 1980s when Mr Santos began offering tax services to the families on his postal route. He was a mail carrier for many years and built a friendship with many of the families. Mrs. Santos would manually do the clients taxes at their home office. When the business began to grow, they no longer were able to sustain the business at home. In 1990 Santos Tax was opened at 2001 E 1st Street Boyle Heights. From that day until today we have seen many businesses come and go, but Santos Tax has withstood. We are thankful to our many loyal clients as well as our newcomers.

get to know each other

understanding your rights

determining your goals

Client satisfaction
97%
Accepted Cases
92%
Success Rate
98%

We Will Help You Every Step Of The Way

what do you need?

we work hard
in all fields

"Friendly and amazing tax service, they treat you like family and always professional. I've been coming to santos taxes for the past two years and don't plan on going anywhere else!”
Jose C.
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our team of experts are here for you

important things you should know

Questions And Answers

Common questions:

For U.S. federal income taxes, the deadline is typically April 15th.

It is strongly advised to make an appointment.

It depends on various factors, including your age, filing status, and other income-related criteria. Even if you’re not required to file, it might be beneficial to do so, especially if you qualify for certain refundable tax credits.

The IRS offers payment plans and other options for taxpayers who can’t afford their tax bill. It’s essential to file your return on time, even if you can’t pay the full amount, to avoid additional penalties.

Legal Document Assistant:

An LDA is a professional who assists individuals with preparing legal documents but does not provide legal advice or represent clients in court.

Most definitely, I can refer you for legal advice regarding your matter.

LDAs can be a cost-effective option for those who need assistance with document preparation but do not require legal advice or representation.

LDAs can help with a wide range of documents, including but not limited to divorce papers, wills, trusts, deeds, and contracts. However, the specific services vary by individual LDA.

Fees vary based on the service provided and the complexity of the documents.

mortgage loans:

  • Government Issued ID
  • Social security number
  • 30 days of paystubs
  • 2 years tax returns
  • 2 months bank statements 

Typically not, most Real estate agents will not show homes without a pre-approval.

  •  Conventional, primary and investment loans
  •  FHA Government loans for first time buyers 
  •  Reverse Mortgages 
  •  Hard money Loans
  • Home Equity loans

Life insurance

It depends on your financial needs and goals. Term life insurance provides coverage for a specific period, like 10, 20, or 30 years, and pays out if you die during that term. Whole life insurance lasts your entire life and has a cash value component. There are also other types, like universal life, that offer more flexibility. Let’s discuss your needs to determine the best fit.

It’s a personal decision, but a general rule of thumb is to have coverage that’s 7-10 times your annual income. You should also consider any debts, future educational expenses for your children, and how much income your family would need if you were no longer around.

Yes, but it might affect your premium or the terms of your coverage. Each insurance company has its underwriting guidelines, and some conditions might lead to higher premiums, limited coverage, or potential exclusion. It’s essential to be honest about your health history to ensure your policy is valid.

Family-operated Tax business with over 30 years of serving the community. With over 10,000 lifetime clients, we provide expertise in Taxes, Mortgage Lending, Real Estate and Notary Services. We would love to serve you and your family.

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