Individual Tax
Federal and state returns, trusts, multistate filings, estimates, planning, and complex personal tax situations.
Explore services →Tax · Accounting · Business Guidance
Precision for the numbers. Perspective for the decisions.
Experienced tax and accounting guidance for individuals, families, trusts, and closely held businesses—with the attention of a local firm and the perspective to handle complex matters.
How we help
Accounting expertise, clearly organized.
Straightforward support for routine filings, ongoing accounting, planning, and the more complicated issues that do not fit neatly into a checklist.
Business Tax
Partnership, S corporation, corporation, nonprofit, and entity-selection support for closely held organizations.
Explore services →Accounting
Reconciliations, financial statements, ledger cleanup, bookkeeping, payroll, and practical owner guidance.
Explore services →IRS & State Matters
Notices, amended and late returns, penalty relief, representation, and tax-problem resolution.
Explore services →Tax Planning
Forward-looking decisions, estimated payments, entity considerations, and strategies aligned to changing needs.
Explore services →Specialized Filings
Foreign reporting, gift tax, business property tax, sales tax, and other filings outside the standard return.
Explore services →
Firm leadership
Experienced guidance. Personal accountability.
Monterey-based and equipped to work with clients near and far.
Led by Adolfo Herrera, CPA
A trusted local practice entering its next chapter.
Adolfo Herrera leads the firm’s day-to-day operations with more than two decades of experience in taxation, financial reporting, complex research, and closely held business matters.
Houston Herrera continues the service history established through AJ Houston Financial Services while presenting a clearer, current identity for the firm’s clients and team.
A clear routine
Know what happens next.
The process is intentionally simple, whether the engagement is a tax return, ongoing accounting, or a complex notice.
STEP 01
Start a conversation
Tell us what you need, what has changed, and any deadlines involved.
STEP 02
Confirm scope
We identify the work, information needed, timing, and expected fee range.
STEP 03
Share securely
Documents move through the firm’s approved secure client process.
STEP 04
Review & complete
We resolve questions, review the result with you, and outline next steps.
Clear fee guidance
Pricing without the mystery.
The firm publishes starting prices and common additional fees. Final cost depends on complexity, completeness, research, and time required.
Individual returns
From $300
Federal Form 1040 and California Form 540Business returns
From $1,500
Partnerships, corporations and nonprofitsNotices & representation
$300/hr
Or a quoted project fee when appropriateClient perspectives
Work built on long-term relationships.
Approved client testimonials and brief success stories will be added here before public launch. No names, quotes, or case details will be published without permission.
Planned story type
Helping an owner see the full financial picture
A concise example of how organized reporting and ongoing communication supported better business decisions.
Planned story type
Bringing a complicated tax matter back under control
A carefully approved account of the process, the client experience, and the practical outcome—without disclosing sensitive details.
Current clients
Secure access, without the runaround.
Use the client resource area for secure document transfer, payment access, and contact guidance. Sensitive tax information should never be sent through the general contact form.