EDUARDO CRUZ, CPA, MBA
Tax + Estate Planning
FOR INDIVIDUALS AND SMALL BUSINESSES
Lower Stress. Higher Certainty.
We recognize, some of you admittedly don’t have a clue of what to do when it comes to legal financial issue. As caretakers of all of your accounting needs our approach and our keen attention to detail will offer you peace of mind.
Headquartered in Los Angeles, Cruz+Co is professional and extensively experienced. We will customize our support to meet your individual needs and concerns. Just try us.
Get in touch with us to set up a free 15 minute consultation call.
Don’t Wait Until It’s Too Late
Did you know if you die and if your estate is worth more than 150k, then it automatically goes through probate?
GET THE MOST OF WHAT YOU LEAVE BEHIND
Our professional services
Tax Services
read more →
Estate Planning
read more →
Accounting Services
read more →
Is a trust right for you?
Consider setting up a trust if you want to:
Ensure that your assets are managed for the benefit of your heirs, according to your wishes.
Protect assets from creditor’s claims.
Avoid the costs and delays associated with probate and manage your estate tax exposure as well as any potential estate taxes.
Provide a means of managing your financial affairs in case you become incapacitated, or upon death.
Establish a tax-advantaged charitable gift, structured gifts to charities, or other philanthropic activities.
Check out our packages or let us customize one for you.
SOME OF Our CLIENTS
“Eduardo Cruz is skillful in finding opportunities to streamline the financial close process, resulting in more timely and accurate reporting, and people enjoy working with him. He is a true professional, who stays clear to the objective with knowledge and integrity.”
Get in Touch
Use the form below to contact us. Please be as detailed as possible. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.