Tax services in Edinburg, TX from O&M Tax & Business Advisory include tax planning, tax preparation, monthly bookkeeping, and business formation for LLCs, S-Corps, and C-Corps. The firm is led by Juan Carlos Ontiveros, an IRS Enrolled Agent, and serves individuals and small businesses across the Rio Grande Valley in English and Spanish. Every engagement starts with a free consultation.
Entity selection designed around your income, risk, and long-term goals. LLCs, S-Corps, C-Corps - done right from day one.
Accurate monthly bookkeeping so your financial decisions are always backed by clean, real-time data not year-end guesswork.
A customized, IRS-compliant tax plan built before tax season — not during it. Quarterly sessions, mid-year projections, year-round implementation.
Business and personal tax filing based on a plan — done carefully, completely, and correctly. No surprises. No scrambling.
The first step is free. Schedule your strategy call and know within 45 minutes exactly how much you’ve been overpaying — and what you can do about it.
O&M Tax & Business Advisory offers tax planning, individual and small business tax preparation, monthly bookkeeping, and business formation for LLCs, S-Corps, and C-Corps. The services work together: formation sets up the right structure, bookkeeping keeps records current, planning shapes decisions during the year, and preparation files an accurate return. You can use one service or combine them as your business grows.
An Enrolled Agent is a tax professional licensed by the IRS who earned that status by passing a three-part IRS exam or through qualifying IRS work experience. The IRS calls it its highest credential. Like attorneys and CPAs, Enrolled Agents have unlimited practice rights, so they can represent taxpayers before the IRS. CPAs are licensed by states and often cover broader accounting work.
Yes. Every service, from the first consultation to tax preparation, bookkeeping, and year-round questions, is available in English and Spanish. Many Rio Grande Valley families and business owners prefer to discuss money matters in Spanish, and our team explains forms, deadlines, and IRS letters in plain language. You can reach us by phone, email, or WhatsApp throughout the year, not only during tax season.
We do not publish a price list, because every return and business is different. Instead, you start with a free consultation, a strategy call of about 45 minutes, where we review your income, business structure, and records. After that review, we quote pricing for the services you need, with no obligation. Schedule your free consultation to get a quote.
Our office is at 4414 S. Raul Longoria Rd., Suite B, in Edinburg, TX, and we serve clients in McAllen, Mission, Pharr, Weslaco, Harlingen, Brownsville, Hidalgo County, and the wider Rio Grande Valley. Hours are Monday through Friday from 9 to 5, with Saturday appointments available. See who we serve for more about the individuals and businesses we work with.
4414 S. Raul Longoria Rd., Suite B, Edinburg, TX 78542