P.TA TAX LLC-Lupita Sotelo

P.TA TAX LLC-Lupita Sotelo Services offered are tax preparation, bookkeeping, small business and Itin. Pay from refund option available
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09/30/2026

The tax bill is often decided months before tax season.

Waiting until your return is being prepared limits your options. Planning ahead gives you time to review the numbers, the structure, and the strategies that may fit your business.

A return records what happened. A tax plan helps you prepare before it happens. Comment PLAN for details on booking a free Tax Assessment consult.

December is not the ideal time to discover everything you meant to review in August.Business owners can use the next few...
09/25/2026

December is not the ideal time to discover everything you meant to review in August.

Business owners can use the next few months to review bookkeeping, estimated payments, income trends, documentation, and questions that could affect year-end tax planning.

The goal isn’t to predict every number perfectly. It’s to know where you stand while there is still time to plan.

Put a tax-planning check-in on your business calendar.

https://ptataxaz.com/services/

Great tax service starts with a team that takes the time to understand you.Lupita and the P.TA Tax team are here to help...
09/23/2026

Great tax service starts with a team that takes the time to understand you.

Lupita and the P.TA Tax team are here to help individuals, families, and business owners feel more confident about their taxes.

With a friendly, personal approach and years of experience, the team focuses on making tax questions easier to understand and the process less stressful.

Get to know Lupita and the team at P.TA Tax.

https://ptataxaz.com/

New job? Raise? Side income? Big life change?Your tax withholding may deserve a second look.The IRS recommends reviewing...
09/21/2026

New job? Raise? Side income? Big life change?

Your tax withholding may deserve a second look.

The IRS recommends reviewing withholding when income or major life circumstances change. Its 2026 estimator accounts for wages as well as items such as self-employment and investment income.

P.TA Tax can help you look at the bigger tax picture and plan ahead.

Make your next tax season less surprising. Start planning now.

https://ptataxaz.com/contact/

Tax organization doesn’t have to start in January.Create one secure place for tax-related documents as they arrive throu...
09/18/2026

Tax organization doesn’t have to start in January.

Create one secure place for tax-related documents as they arrive throughout the year.

Think income records, business expenses, estimated-payment confirmations, charitable records, and other documents you may need later.

A few minutes of organization now can save plenty of searching later.

Start your 2026 tax folder before the year gets busier.

https://ptataxaz.com/services/

An extension gives you more time to file—not a reason to forget about the return.For many individual taxpayers who recei...
09/16/2026

An extension gives you more time to file—not a reason to forget about the return.

For many individual taxpayers who received a valid extension, October 15, 2026 is the filing deadline.

August and September are good months to gather missing documents and resolve questions instead of creating an October scramble.

Start gathering what you need now.

https://ptataxaz.com/services/

A few smart moves now can make the rest of the tax year easier.Late summer is a great checkpoint for business owners. Re...
09/14/2026

A few smart moves now can make the rest of the tax year easier.

Late summer is a great checkpoint for business owners. Review where you stand, clean up what has fallen behind, and start preparing before year-end gets busy.

Save these three tax-planning reminders.

Need help turning your numbers into a plan? Talk with P.TA Tax.

https://ptataxaz.com/services/

Tax questions come up all year—not just during tax season.With 15 years of tax experience, Lupita shares practical guida...
09/13/2026

Tax questions come up all year—not just during tax season.

With 15 years of tax experience, Lupita shares practical guidance to help make complicated tax topics easier to understand. P.TA Tax’s website specifically features “Learn from Lupita” as an ongoing educational resource for taxpayers.

From planning ahead to understanding what documents matter, a little tax knowledge can go a long way.

Follow along and learn more from Lupita throughout the year.

https://ptataxaz.com/

Making $200K+ and still finding out your tax bill in April?Here is the deal.Most business owners I talk to are not bad a...
09/11/2026

Making $200K+ and still finding out your tax bill in April?
Here is the deal.
Most business owners I talk to are not bad at business. They are great at it.
They just never had someone explain the tax side in plain language.
They were handed a bill every April and told to trust it.
A tax return records the past. It does not plan the next year.
That is why I do things differently.
Knowledge plus a plan is what actually changes your tax bill.
I help contractors, trucking owners, janitorial companies, and high-income business owners build year-round tax strategies around their actual numbers.
Not just a return.
A plan with quarterly check-ins and year-round access to me and my team.
If you are making $200K+ and have never had a real tax plan, DM me PLAN. We will start with a free Tax Savings Consult.
A tax return records the past. A tax plan prepares the future.
Send this to the business owner making $200K+ who only hears from their tax person at filing time.

Not sure how your business is actually doing this year?Start with the books.Keeping expenses categorized, income reconci...
09/09/2026

Not sure how your business is actually doing this year?

Start with the books.

Keeping expenses categorized, income reconciled, and records current gives you a clearer view of the business—and makes tax planning far easier before year-end.

Good bookkeeping isn’t just about tax season. It helps you make better decisions throughout the year.

Use late summer as your bookkeeping catch-up point.

https://ptataxaz.com/services/

Address

649 E Cottonwood Street , Suite 3
Cottonwood, AZ
86326

Opening Hours

Monday 9am - 3pm
Tuesday 8am - 6pm
Wednesday 9am - 6pm
Thursday 8am - 6pm
Friday 11am - 5pm
Saturday 9am - 1pm

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