Tax-Planning

760 821-5658

Book a Consultation

Bookkeeping and tax preparation you can trust

Tax professional Ludmila Ostos serves individuals, families, and small businesses in Palm Springs, Yucca Valley, Joshua Tree, and Twentynine Palms.

Book a Consultation
Call 760 821-5658
Ludmila Ostos, Enrolled Agent

Support for your household or your business

Individuals and families

Federal and California returns prepared accurately, with every credit and deduction you qualify for reviewed.
  • W-2, 1099, retirement, and investment income
  • Deductions and credits reviewed for your situation
  • Prior-year and late returns
  • Help with IRS and FTB notices

Small businesses and self-employed

Clean books through the year and a tax return that reflects them, so nothing is left to scramble over in April.
  • Monthly bookkeeping and account reconciliation
  • Sole proprietors, LLCs, S corporations, and partnerships
  • Quarterly estimated tax planning
  • Year-end financial reports for your return
  • Payroll and sales tax filings

Services

Bookkeeping

Monthly transaction categorizing, bank and credit card reconciliation, and reports you can actually read.

Payroll and sales tax

Payroll processing and payroll tax filings, plus California sales and use tax returns, filed on time.

Tax preparation

Individual, family, and business returns, federal and California, prepared and reviewed before filing.

Tax planning

A look ahead at your income and expenses so you can make decisions before year-end, not after.

IRS representation

As an Enrolled Agent, I can represent you before the IRS on notices, audits, and collection matters.

How it works

Schedule a consultation

Tell me about your situation and what you need. We agree on the scope and fees up front.

Share your documents

Send your records for review. Ask me how to share them securely.

Review and file

Your books or return are prepared, reviewed with you, and filed.

Meet Ludmila Ostos

I am a tax professional federally authorized by the IRS to represent taxpayers. I work with individuals, families, and small business owners in Palm Springs, Yucca Valley, Joshua Tree, and Twentynine Palms.

Whether you need help with your books, this year’s return, or a letter from the IRS, you will work with me directly.
CTEC registration

CTEC ID A358470

IRS preparer tax identification

PTIN P03249596

What clients say

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Common questions

An Enrolled Agent (EA) is a tax practitioner licensed by the IRS. EAs can prepare returns and represent taxpayers before the IRS in audits, appeals, and collections.

Bring your W-2s and 1099s, a photo ID, last year’s return, and records of any deductions or credits you plan to claim. If you are unsure, ask before your appointment.

Yes. I prepare personal returns and work with self-employed people and small businesses on bookkeeping and business returns.

Call 760 821-5658 or email service@tax-planning.org to book a consultation. We will talk through what you need and the next steps.

Start with a conversation about your taxes

Tell me what you need help with and I will let you know how we can work together.
Book a Consultation
Phone
760 821-5658
Email
service@tax-planning.org
Serving
Palm Springs, Yucca Valley, Joshua Tree, and Twentynine Palms, California
Ludmila Ostos, EA. CTEC ID A358470. PTIN P03249596.