finally an all inclusive tax firm designed for you!
Reliable Tax Services You Can Trust
We review your documentation for accuracy and integrity.
Simple Intake Process
We tailor your unique experience through online forms and virtual meetings for convenience.
We file for you and provide updates or explanations along the way.
Thorough Document Review
Final Filing and Follow-Up
Our Services
We offer a range of tax and business services designed to support individuals and small businesses at every stage. Whether you’re filing your return or forming a new company, we’re here to guide you with clarity and care.
Notarial Services
From affidavits to business agreements, our notarial services ensure your documents are legally validated and completed with care.
We handle the full business formation process — from choosing the right entity type to filing with the Secretary of State — so your business is legally established and ready to operate.
Business Formation
Other Unique Services
Future Services and Expansion
Tax amendments, back taxes, ITIN, federal EIN, and more!
We are currently working on partnerships to be able to better serve you with all your insurance needs (e.g. Property and Casualty, Life and Health). Stay tuned for updates!
The Soza Story
Soza Tax Services was created with one goal in mind: to provide a modern, personalized alternative to traditional tax offices. After years of working in banking and assisting clients with financial documents, I saw firsthand how overwhelming and intimidating the tax process can feel — especially for individuals, families, and new business owners
I wanted to build a service that combines professionalism with compassion, where clients feel supported and respected every step of the way. What started as a way to help those around me quickly grew into a full-service tax practice rooted in accuracy and client care.
Carson Soza, Owner and Founder
Built on Experience You Can Trust
Before founding Soza Tax Services, I spent years working in customer service and banking—supporting clients as both a personal banker and a business banker. Those experiences shaped the foundation of how I serve people today.
Working closely with families and small business owners taught me the importance of listening, clear communication, and handling sensitive financial information with care. I learned how to guide clients through important decisions, simplify complex processes, and deliver solutions that truly meet their needs.
That background is why my approach to tax preparation is built on:
Integrity — Your trust matters, and I take that responsibility seriously.
Reliability — You can count on prompt communication, accurate work, and professional guidance.
Client-Centered Service — I don’t just prepare returns; I help you feel confident and supported every step of the way.
With a background rooted in financial services and client care, I bring a professional and detail-oriented approach to every client interaction. My goal is to make the process clear and stress-free so you always feel supported and informed. At Soza Tax Services, you’re not just another client—you’re a partner I’m committed to guiding with accuracy and integrity.
If you’d like to schedule a consultation, need clarification on our services, or just want to ask a question, we’re here to help. Simply fill out the form below and we’ll contact you soon.
Contact Us
If you're interested in working with us, fill out this Client Intake Form!
Stay Informed
Get tax tips and updates from Soza Tax Services. Enter your email to sign up for our Newsletter!
FAQs
What tax preparation documents do I need?
Every tax situation is unique. Please gather the documents that apply to you, and note that additional information may be requested to ensure an accurate and complete return.
Standard tax filing documentation requires a valid non-expired, Social Security or ITIN card, income documents, etc.
Do you handle small business taxes?
Yes, we assist small business owners with tax filing and business formation.
Can you notarize my documents?
Absolutely, we offer notarial public services to help you with official documents. We also offer exlusive discounts when paired with our other services.
How long does filing take?
Turnaround time is typically a few business days, depending on the complexity of your return. All documents can be uploaded safely through our secure client portal.
Are your services confidential?
Yes. We maintain strict confidentiality in accordance with IRS and federal privacy regulations. Your information is encrypted, securely stored, and never shared without your consent.
What if I need help after filing?
We offer ongoing support to answer questions or assist with amendments. Once we gain a relationship, we value it! Never hesitate to reach out with further guidance.