Tax Services
Our Integrated Tax Strategy
At CROJEDA, tax isn’t just compliance — it’s a strategic lever for growth.
Our integrated approach means we don’t just prepare returns; we build forward-thinking structures that align with your business, investment, and legacy goals.
By combining deep technical expertise with strategic financial insight, every decision — from entity selection to deductions and credits — is engineered to support your bigger picture.
How We Serve You
Holistic Planning, Not Just Filing
We assess your full footprint — business, investments, and cash flow — to make your tax structure, and ultimately your taxes work efficiently year after year.
Proactive Credit & Incentive Identification
From ERC and R&D credits to state incentives, we uncover and integrate opportunities that fit your business and industry — ensuring no value is left on the table.
Structure & Ownership Optimized
From LLCs and S corporations to trusts, and partnerships — we design and implement structures that protect assets, streamline reporting, and maximize efficiency.
Transparent Communication & Decision Support
You receive clear, timely guidance — what new IRS rules, deadlines, or changes mean for you, what risks are ahead, and what choices make the most sense. No surprises.
Scalable Service Model
As your business and wealth evolve, so does our approach. Whether you’re forming new entities, acquiring assets, or planning a transition, we scale seamlessly with you.
Why This Matters
Navigating tax complexity alone often leads to missed savings, unnecessary risk, or inefficient structures. Our integrated approach transforms that complexity into clarity — delivering tangible, lasting benefits:
Lower effective tax rate through proactive planning, without unnecessary exposure
Stronger asset protection and structural alignment that safeguard wealth and minimize disruption
Predictable cash flow with fewer surprises at year-end
Partner with CROJEDA Tax & Advisory
We work with clients who view tax as an investment — not an afterthought.
Our role goes beyond compliance; we engineer tax strategies that create compounding value across business, investment, and legacy decisions.
Reach out today to map your tax plan, credit strategy, and structure optimization — or to review whether your current setup is costing you more than it should.
Is CROJEDA the Right Partner?
Each quarter, we onboard a select group of clients whose vision aligns with our values and long-term strategy — ensuring every engagement receives the senior-level attention it deserves.
Step 1: Introduce Yourself
Tell us where you are, where you want to be, and what's holding you back.
Every new relationship is reviewed personally by our partners to understand your structure, priorities and challenges — ensuring CROJEDA delivers meaningful value and serves as the right strategic partner for your next phase of growth.
Step 2: Strategy Call
Meet with a Partner for a focused strategy discussion.
We'll assess your current position, identify key opportunities, and confirm mutual fit — ensuring clarity on scope, expectations, and long-term objectives before any engagement begins.
Step 3: Onboarding
Once aligned, our team formalizes your onboarding roadmap — establishing secure access, data flow, and communication protocols so collaboration begins seamlessly. This stage ensures all critical information is captured and positions us to execute your strategy with precision.
What Our Clients Say
"Helped us find every opportunity to save on taxes."
– Francisco L.
" I have never felt like "just a client."
– Javier L.
"Very professional, knowledgeable, and thorough. "
– Luis R.