"I don't really know my numbers."
You're running a business but making decisions based on your bank balance, not real financial data. That's flying blind.
We stand for people, not just numbers
Your books should give you clarity, not anxiety.
Peña Tax & Services helps small business owners across all 50 states get organized, stay tax-ready year-round, and finally understand what their numbers are telling them.
- Years in business
- -49+
- Years in business
- Clients served
- 1,000+
- Clients served
- BBB rating
- A+
- BBB rating
- Support, not just April
- 12 mo
- Support, not just April
Julissa Peña
Founder · IRS licensed · Bilingual
Sound familiar?
Most business owners don't have an accounting problem. They have a clarity problem.
"Tax season stresses me out every year."
You scramble for receipts, stress over what you owe, and hope you're not missing deductions. It doesn't have to be this way.
"I'm spending hours on QuickBooks instead of my business."
Every hour you lose inside your accounting software is an hour you could be serving clients, growing revenue, or just living your life.
"My last bookkeeper just entered data. They never explained anything."
You need someone who asks questions, spots patterns, and helps you understand your financial story. Not just someone punching in numbers.
"I have no idea if I'm actually profitable."
Revenue is coming in, but after expenses, payroll, and taxes, you're not sure what's left. That uncertainty keeps you stuck.
"I got denied for a loan because my books were a mess."
Lenders, investors, and landlords need clean financials. Messy books don't just cost you sleep. They cost you opportunities.
What we do
A full accounting firm, not just a bookkeeper.
Tax, advisory, bookkeeping, structure, and compliance. Everything your business needs under one roof, year-round.
01
Tax & Advisory
Year-round tax planning, preparation, and strategy for individuals and businesses. We help you keep more of what you earn and avoid surprises in April.
- Business & personal tax filing
- Quarterly estimates & planning
- Multi-state filings
- IRS notices & resolution
02
Bookkeeping
Clean, current, and accurate books every month. We turn messy spreadsheets and overdue records into financials you can actually use.
- Monthly bookkeeping
- Catch-up & clean-up
- QuickBooks / Xero setup
- Reports you understand
03
Business Structure
From LLC formation to S-Corp elections, we help you set up the right entity for your goals so the structure works for you, not against you.
- Entity formation (LLC, S-Corp)
- EIN & state registrations
- Operating agreements
- Reasonable comp strategy
04
Compliance
Sales tax, payroll, 1099s, BOI, and the rest of the alphabet soup. We keep you compliant in every state you operate so you can focus on the business.
- Payroll setup & filings
- Sales tax & 1099s
- BOI reporting
- Annual state filings
What changes with a real financial partner
Tax strategy, clean books, and the structure to grow. All in one place.
Here's what our clients gain when they stop juggling spreadsheets and start working with a full-service accounting team.
01
Financial Clarity
Know exactly where every dollar goes. See your profit margins, cash flow, and runway in real time. Make decisions from data, not gut feelings.
02
Tax-Ready, Year-Round
No more April panic. When your books are current and accurate all year, tax season becomes a simple handoff, not a crisis.
03
Time Back in Your Week
Stop spending your weekends in QuickBooks. Delegate the bookkeeping to someone who does it better, faster, and more accurately than doing it yourself.
04
Fundable, Bankable Business
Clean financial records make your business attractive to lenders, investors, and partners. Be ready for every opportunity that comes your way.
05
A Partner Who Explains, Not Just Enters
We don't just record transactions. We review, interpret, and walk you through what your numbers mean so you always understand the story behind the data.
06
Compliance Without the Headache
Sales tax, payroll, quarterly filings. We handle the compliance side so you never have to worry about penalties, missed deadlines, or IRS surprises.
Book a strategy call
Let's talk about your business. No pitch. No pressure. Just clarity.
A 30-minute conversation with Julissa about where you are, what's not working, and whether we're a good fit to help.
What to expect
- Quick overview of your current bookkeeping and tax setup
- Identify the biggest gaps costing you time, money, or peace of mind
- Honest recommendation on what you need (even if it's not us)
- Clear next steps so you leave the call with a plan, not a pitch
This call is perfect for you if…
- You own a service-based business (we're a virtual firm serving clients in all 50 states)
- Your books are behind, messy, or nonexistent
- You're doing your own bookkeeping and running out of time
- You need tax preparation or year-round tax planning
- You want someone who actually explains your financials to you
- You're an individual who needs help filing correctly and maximizing your return
Pick a time that works
30-minute strategy call. Free.
Why Peña Tax & Services
We're not a faceless firm. We're your financial partner.
Founded by Julissa Peña, a Massachusetts-based accountant and small business strategist serving clients in all 50 states. She built this firm to give entrepreneurs the financial support they actually deserve.
Local Roots, Nationwide Reach
Based in Massachusetts and licensed to serve clients in all 50 states. We understand multi-state tax landscapes, compliance, and the real challenges business owners face. You're not a ticket number. You're a partner.
Real Credentials, Real Experience
IRS-licensed, SNHU-trained, with CPA firm experience handling businesses at the $1M+ level. You're getting institutional-quality work with small firm care.
We Teach, Not Just File
Financial literacy is at the core of everything we do. We walk you through your reports, explain what's happening, and make sure you understand your own numbers.
Built for Entrepreneurs Like You
Service businesses, daycares, women-led companies, and solo entrepreneurs. We specialize in the clients big firms overlook and underserve.
Year-Round, Not Just April
Most firms disappear after tax season. We're in your corner all 12 months, keeping your books current, your compliance on track, and your questions answered.
Bilingual, Culturally Connected
As a Latina-owned firm, we serve a diverse community with cultural understanding and bilingual support. Your comfort and trust matter here.
Client stories
Business owners who stopped guessing and started growing.
"Julissa and her team went over and beyond till the very last minute of the clock to make sure I had my taxes filed. This is my 3rd year using Peña Tax & Services. She has always been open to say 'how can I help?' And when the IRS is involved, we need all the help we can get."
"Working with Julissa Peña has been one of the best decisions I've made. She not only helped me file my taxes, but also fixed previous years and made the whole process feel smooth and stress-free. The business guidance she gives truly helps you think bigger and create wealth."
"I hired Peña Tax + Services to help with my company's bookkeeping and tax preparation and I'm so glad I did. Julissa has been wonderful in helping me stay organized, optimize my finances, and guide me through the overwhelming tasks of accounting as a solo small business owner."
"Thank you for always taking your time to explain things, be flexible, and provide knowledge. You can trust her to do a great job!"
"Before working with Julissa, I was terrified of tax season. Now my books are always current and I actually understand my profit margins for the first time. She doesn't just do the work, she explains it."
"As a first-generation business owner, I needed someone who spoke my language, literally and financially. Julissa made everything feel accessible. I finally feel in control of my business finances."
Common questions
Everything you need to know before booking.
Free checklist
Not ready to book a call? Start with this.
Grab our free Bookkeeping & Tax Document Cleanup Checklist, the exact list we use to get new clients organized before we ever touch their books.
Stop guessing. Start growing.
Book a 30-minute strategy call and find out what clean books, clear numbers, and a real financial partner can do for your business.
Book a Strategy Call