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Tax Preparation &
Advisory Made Easy

From the heart of Santa Cruz California

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About Cruz Tax Advisory

Our methods aren't just surrounded around saving taxes each year. Your business is part of who you are and we want to help you make educated decisions to grow and protect it as well.

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Saving my clients money with clear and concise communication is my number one goal. We make sure to cover every possible strategy available. Let me show you what Cruz Tax Advisory and Strategy is capable of.

Our Core Values

Unique Strategies Tailored to Your Business in order to save you money and make it the easiest and smoothest process as possible!

Accountant

Custom Tailored

Whether you're just starting out or you are making eight figures a year, we know what is best for each individual.

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Efficiency

Quick & efficient is the name of the game. We pride ourselves on the speed and quality of our work. You just tell us your deadline date.

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Fully Compliant

Encrypted & compliant. You don't have to lose sleep over unprotected documents! We take every measure possible to keep things safe.

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Unmatched Professionals

We know how to work under pressure and handle tough situations. Our Professionals have extensive experience with businesses.

Our Services Are Your Solutions

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Bookkeeping

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Tax Advisory

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Real Estate

All it takes to start growing and saving is a discovery call with Cruz Tax Advisory & Strategy PC

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 Book a Discovery Call 

Jump on a call to determine if we are a right fit for each other.

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 Plan and Implement 

Start structuring your business in ways that will help you save and grow year over year.

 Financial Freedom 

Focus on the more important things and reap the benefits of a successful business!

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WE BELIEVE IN GIVING
BACK TO OUR COMMUNITY

Change is difficult, but we are here to support you.

Let us help you save more, make more, and live the American dream!

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