S.O Accounting & Consulting LLC

Accounting Solutions and Tax Strategy

Tax consultant in Patchogue, NY (show on map)

5.0

★★★★★

5 reviews

Providing clarity and strategy to Latino business owners, so you can focus on growing your business.

Call (631) 627-8692

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About

SO Accounting & Consulting LLC empowers Latino entrepreneurs to take control of their financial futures through exceptional accounting and strategic advisory services. Rooted in accountability, integrity, humility, and efficiency, we go beyond the numbers — helping businesses unlock opportunities for growth, create sustainable wealth, and achieve lasting success. W

ith a deep understanding of the unique challenges faced by Latino business owners, we are committed to providing financial clarity, personalized guidance, and unwavering support at every stage.

Tailored solutions for Latino entrepreneurs

Tiered accounting packages aligned with business growth

Proactive tax planning and compliance

Cultural understanding and personalized guidance

Services

Comprehensive Accounting Packages

Tiered accounting solutions (Bronze, Silver, Gold) tailored to business growth stages, offering bookkeeping, payroll, tax optimization, and strategic advisory.

Essential bookkeeping Payroll processing Advanced financial reporting CFO-level advisory Tax optimization strategies Cash flow forecasting

Tax Planning & Business Compliance

Year-round tax planning and compliance services to minimize liabilities and ensure regulatory adherence.

Corporate tax return preparation Quarterly estimated tax payments Government notice handling Workers compensation/disability audits Expense streamlining and forecasting

Individual Tax Services for Business Owners

Personal tax advisory to ensure individual finances complement business strategies.

Personal tax obligation navigation Expert advice and clear strategies Personalized financial peace of mind

Credentials & Certifications

BA in Accounting

Since 2010

CPA Candidate

Since 2020

QuickBooks ProAdvisor

Since 2018

Bestselling Author

Since 2022

Reviews

Rating

★★★★★

Reviews

"Sandra’s team is the best accounter for your business."

Frequently Asked Questions

What are the differences between the Bronze, Silver, and Gold accounting packages? +

Bronze includes essential bookkeeping and basic compliance; Silver adds payroll processing and advanced reporting; Gold offers CFO-level advisory, weekly bookkeeping, and unlimited support.

How does your tax planning service minimize tax liabilities? +

We provide year-round tax planning, estimated tax payments, and proactive strategies to ensure compliance and maximize savings.

What makes SO Accounting unique for Latino business owners? +

Our services are tailored to the cultural, value-driven, and long-term financial goals of Latino entrepreneurs, combining technical expertise with deep community understanding.