top of page
Gold Background for MM site_edited.jpg

Tax Preparation Services

 

At Morales & Morales, we understand that tax preparation is more than filing paperwork — it is about accuracy, compliance, organization, and peace of mind. As of 2026, Anh Morales is a Registered Tax Preparer providing professional tax preparation and related support services for individuals, families, and small businesses.

 

     Our approach emphasizes clear communication, detail-oriented preparation, and client education throughout the filing process. Whether you are filing a straightforward individual return or managing more complex financial documentation, Morales & Morales is committed to helping clients navigate tax season with confidence and professionalism.

​

Areas of Service

​

​

​​

​

​

​

​

​

​

​

In addition to her current registration, Anh Morales is actively pursuing designation as an Enrolled Agent (EA) with the Internal Revenue Service. Enrolled Agents are federally authorized tax practitioners who may represent taxpayers before the IRS in matters including audits, collections, and appeals. This ongoing professional development reflects our commitment to expanding knowledgeable, compliant, and client-focused financial support services.

 

Important Disclosure

Morales & Morales is not a CPA firm, law firm, or financial advisory firm. Tax preparation services are limited to the scope of registration and applicable federal and state regulations. Unless and until Enrolled Agent credentials are obtained, services do not include federally authorized taxpayer representation before the Internal Revenue Service except where otherwise permitted by law.

We do not provide legal advice, investment advice, or financial planning services. Clients are encouraged to consult with a licensed attorney, Certified Public Accountant (CPA), or financial professional regarding legal strategy, advanced tax planning, or investment matters where appropriate.

(669) 250-4555

3277 S. White Rd. #185

San Jose, Ca. 95148

©2022 Anh C. Morales is registered #LDA238 and bonded in Santa Clara County,  #05-LDA-010 in Calaveras County.
©2024 Eric J. Morales is registered #LDA256 and bonded in Santa Clara County.  #05-LDA-011 in Calaveras County
.

​

Morales & Morales also collaborates with attorneys, law offices, legal teams, and independent professionals requiring scalable litigation and administrative support. We understand that effective legal work often depends on organization, responsiveness, procedural accuracy, and operational efficiency behind the scenes.

​

​​

See California Business and Professions Code Section 6125, which states in part:

“No person shall practice law in California unless the person is an active licensee of the State Bar.”

Accordingly, Morales & Morales does not provide legal advice or attorney representation. Any legal decisions, strategy determinations, or substantive legal conclusions remain solely the responsibility of the client and/or their retained attorney.

Where appropriate, we may collaborate with licensed attorneys, paralegals, process servers, court vendors, investigators, and other legal support professionals to help clients navigate procedural and administrative aspects of their matters efficiently and professionally.

bottom of page