Our Services

Navigate your financial and operational challenges with a trusted partner. De Leon Tax Services provides expert, tailored support for individuals, businesses, and nonprofits across California. Whether it's proactive tax planning, strategic growth, or specialized consulting, we're here to help you achieve your objectives. See all our services.

Core Financial Management

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    Tax Preparation

    Stress-free tax filing for individuals and businesses. We handle the complexities, ensuring accuracy and timeliness while working to maximize your refund and give you peace of mind.

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    Bookkeeping

    Focus on your business, we'll handle the books. We provide meticulous bookkeeping, including monthly reconciliations and detailed reporting, for a clear view of your financial health.

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    HR & Payroll

    Streamline your HR and payroll. We manage payroll processing, ensure compliance, and provide HR support, so your team is paid accurately and your business runs smoothly.

Strategic Business Solutions

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    Business Formation

    Launch your new business with a solid foundation. We guide you through entity selection, document prep, and state filings for a confident start to your entrepreneurial journey.

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    Business Consulting

    Unlock your business's full potential. Our strategic business consulting provides tailored guidance to overcome challenges, optimize operations, and develop clear roadmaps for sustainable growth and profitability.

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    Cash Flow Advisory

    Transform your cash flow from a source of stress to a pillar of strength. Inspired by Profit First's methodology for profit prioritization and modern tools for financial clarity, we help you build simple, actionable habits to boost your business's bottom line and achieve lasting financial well-being.

Comprehensive Nonprofit Services

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    Nonprofit Formation

    Launch your nonprofit with a clear path to impact. We guide you through every step of nonprofit formation, from state incorporation to securing your tax-exempt status, ensuring your mission starts on a strong, compliant foundation.

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    Nonprofit Consulting

    Strengthen your nonprofit from the ground up. We offer comprehensive consulting services covering strategic planning, operational efficiency, program development, and capacity building to help your organization maximize its impact.

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    Board Development & Training

    Empower your leadership for greater impact. Our board development and training services help nonprofit boards enhance governance, improve strategic focus, boost fundraising efforts, and foster effective leadership.

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    Endowment Startup & Development

    Build a lasting financial legacy. Our Endowment Development service guides you through the critical initial stages of establishing an endowment, helping create strategic roadmaps, develop key policies, structure your fund, and attract foundational gifts for a strong, sustainable impact.

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    Grant Writing

    Fuel your mission with successful funding. Our expert grant writing services help nonprofits craft compelling proposals, identify suitable funding opportunities, and secure the grants needed to achieve their goals and expand their reach.

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    Financial Oversight & Reporting

    Ensure your nonprofit's financial integrity and meet complex reporting demands. Our Nonprofit Financial Oversight & Reporting service provides specialized accounting, Form 990 preparation, grant compliance tracking, and internal control reviews, empowering you to maintain public trust and focus on your mission.

Technology & Efficiency Solutions

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    Technology Strategy & Implementation

    Navigate the digital landscape with confidence. We help your organization select, implement, and optimize the right technology from email and website platforms to productivity tools aligning your tech stack with your goals for enhanced efficiency and growth.

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    Digital Tools Training & Support

    Empower your team with essential digital skills. We offer practical, hands-on training for key software, online tools (including email and website basics), and collaborative platforms, boosting productivity, confidence, and your technology ROI.

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    Process Automation & Workflow Design

    Boost your organization's productivity by streamlining how work gets done. We analyze your current processes, identify key areas for automation, and help you design efficient workflows leveraging smart technology. Reduce manual tasks and free your team to focus on core objectives.

Essential Support Services

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    Notary Public

    Fast, reliable notary services for all your legal documents. Whether it's affidavits, loan documents, or business agreements, our certified notaries ensure accuracy and compliance.

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    Translation & Interpretation (Spanish-English)

    Overcome language barriers effectively. We offer precise Spanish-English document translation and skilled interpretation for meetings, appointments, or personal matters, ensuring clear communication and accurate understanding for all

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    Application Assistance

    Navigate complex paperwork and application processes with our expert support. We offer Application Assistance Services for essential forms like ITIN, Global Entry, and more, ensuring accuracy and simplifying the requirements to save you time and reduce stress.

Contact us

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