Marcos Guevara

Currently Taking Online & In-person

5+ Years of Experience
Real Estate, Construction, Foreign Citizen

Main Street
Certified Tax Advisor

Tax Preparer, Real Estate

1-4 Person Firm

Chula Vista,

CA

BIO

Marcos Guevara owner of HomEstate Solutions is a skilled tax advisor with 6 years of experience in providing expert tax planning and preparation services. As a former army veteran with a background in finance and human resources, he brings a unique perspective to his clients’ financial challenges. With a strong financial focus and concentration to safeguarding their financial interests, understands the critical role taxes play in financial well-being. With a strategic mindset and understanding of business systems and processes. With a passion for entrepreneurship and guiding businesses and individuals through complex tax matters.

As a former business owner, he intimately understands the inner workings of businesses and the financial impact of strategic decisions, giving him firsthand knowledge of the financial and administrative challenges faced by entrepreneurs.

Marcos understands the power of real estate in building long-term financial stability. His expertise in market analysis, property valuation, and investment strategies enables his clients to make informed choices and maximize their financial returns. Also, him having prior experience in construction project management brings with him a more strategic mindset to his clients’ real estate endeavors.

With a strategic approach to financial protection, Marcos understands that life insurance is a fundamental component of a comprehensive financial plan. Provides strategic life insurance solutions conducting thorough assessments of his clients’ insurance needs, goals, and financial circumstances to develop personalized strategies that align with their long-term objectives.

His certification as a tax professional, as well as being member of the elite group Main Street Tax Pro Tax Advisor Network combined with his strategic approach, allows him to offer a comprehensive understanding of asset protection and tax strategies tailored to his clients’ financial goals. He helps clients optimize their tax planning, minimize liabilities, identify opportunities for strategic tax savings and streamline financial growth and wealth accumulation. His dedication to strategic financial planning, attention to detail, up-to-date knowledge of tax laws, asset protection and understanding of business systems make him a trusted advisor.

SERVICES

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll, Insurance, Sales Tax Reporting

SPECIALTIES

Real Estate, Foreign Citizen

CONTACT

Marcos Guevara

marcos@taxplantowealth.com

6199304079

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