About Tax-Planning

A local tax and bookkeeping practice led by Tax-Planning.

Ludmila Ostos, Enrolled Agent

Ludmila Ostos

Tax-Planning is a bookkeeping and tax practice serving individuals, families, and small businesses in Palm Springs, Yucca Valley, Joshua Tree, and Twentynine Palms.

I am federally authorized by the IRS to prepare returns and represent taxpayers in audits, appeals, and collections. When you work with Tax-Planning, you work with me directly, from your first consultation to the day your return is filed.

Whether you need monthly bookkeeping, payroll, sales tax, or a tax return, I will explain your options in plain language and keep your records organized.

Credentials

California registration

CTEC ID A358470

Registered with the California Tax Education Council.
IRS preparer identification

PTIN P03249596

Preparer Tax Identification Number.

Areas served

Palm Springs

California

Yucca Valley

California

Joshua Tree

California

Twentynine Palms

California

Start with a conversation about your taxes

Tell me what you need help with and I will let you know how we can work together.