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Pena Tax & Services LLC

Your Partner in Tax, Credit, and Business Growth

Peña Tax & Services is a Latina-owned accounting firm helping entrepreneurs gain financial clarity, stay compliant, and grow. Expert tax, bookkeeping, and mentoring services.

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About Pena Tax & Services LLC

Peña Tax & Services LLC was founded in 2019 with a vision to empower small business owners—particularly women and minorities—with the financial tools and knowledge they need to succeed. As a Latina-owned firm, we pride ourselves on providing accessible tax, bookkeeping, compliance, and business formation services, ensuring clients are not only compliant but ready for growth and funding opportunities.

Beyond traditional accounting, we educate clients about their finances, ensuring they fully understand their numbers and obligations. Our commitment to financial literacy extends to mentoring future tax professionals, amplifying our impact and supporting generational wealth creation within our communities.

Our Services

Peña Tax & Services empowers women & minority entrepreneurs with tax, bookkeeping & compliance services, making businesses fundable & sustainable.

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Tax Preparation & Planning

We provide tax prep, planning, & year-round guidance to help entrepreneurs stay compliant & maximize refunds.

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Bookkeeping & Compliance

Bookkeeping, financial reports, sales tax, and compliance support to keep businesses organized and ready to grow.

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Business Formation Services

Step-by-step support with LLC/corporation setup, EINs, and compliance to help new and growing businesses succeed.

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Mentoring & Financial Literacy

We mentor aspiring tax professionals,helping women & minorities thrive in a competitive field & expand community impact.

Our Mission

Our mission is to make finance accessible and achievable so entrepreneurs—especially women and minorities—can build thriving, fundable, and sustainable businesses. By providing guidance, mentorship, and education, we empower our clients to create generational wealth and foster lasting impact within their communities. We believe financial clarity is the key to entrepreneurial confidence and success.

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Pena Tax & Services LLC | Empowering Entrepreneurs through Financial Clarity