Individual Taxes

Pam Ortega has over 25 years of experience in individual taxes

Pam Ortega is a Certified Public Accountant, and as a CPA she maintains regular tax education updates as it relates to preparing individual taxes. This is important as you can ensure that she is up to date with the changes in the tax system. Pam is personable, patient and proficient at breaking down tax rhetoric into simple understandable language. As part of the her service and dedication to her clients, she offers a complimentary mid–year tax clinic to provide planning and education for the purpose of maximizing your tax benefit.

• Accumulate and evaluate data required for preparation of individual taxes.
• Prepare required tax returns and estimated tax payments.
• Prepare/review required individual tax returns and estimated tax payments
• Keep abreast of changing tax laws.