ABOUT CTS

Full Service CPA Firm
with access to an Exceptional Tax Attorney
and Full Service Insurance Company

Cambridge Tax Solutions Inc.

Cambridge Tax Solutions, Inc. is a full service CPA firm. We look at the individual as a whole. We consider all aspects of the business, the assets owned, the retirement vehicles being used and ways to improve and protect your assets.

As part of Estate Planning process we will recommend a trust to protect you loved ones from probate and also as a means of defining your beneficiaries. We will also discuss gifting assets to loved ones, incorporating your business if being reported on Form 1040, Schedule “C”, and placing rental units in Limited Partnerships to protect your assets/wealth.

Jose Mendoza, CPA and president is also license as a Resident Insurance Producer of Life and Health (Lic.# OL90788). This allows Mr. Mendoza to offer Insurance packages to all of his clients. Mr. Mendoza works directly with a full service wholesale insurance brokerage agency that offers a comprehensive array of life insurance products. All of which are specifically designed for each client.

As such, we can discuss the many ways of transitioning from IRAs, 401(K)s retirement plans using life insurance policies that will provide you with tax free distributions. Let’s chat about premium Financing or Qualified Leverage Strategies for doctors in the medical field.

Attorneys

President

Jose Mendoza, CPA

Dynamic, result-driven management style with excellent presentation and public speaking skills. Over 30 years combined CPA experience in Public, Corporate and Private Sector. Maximize tax savings after review of all clients’ entities by assuring that all customary, ordinary, reasonable and necessary expenses are considered before tax filings.

Provide a very high and sophisticated level of business and tax advice with a focus on asset protection, estate planning, pension plans and the value of trusts, complex to Grantor trusts.

Proven leadership in a team environment on corporate, partnership and individual tax matters, planning, and other special projects, including the determination of estimated taxes, future tax assets, and liabilities for financial reporting purposes. In-depth understanding of current tax law with a proactive/analytical benefit in tax preparation

Work closely with clients under IRS/State audits that have complex issues and guide them to a beneficial resolution – represented over 100 clients with successful results.

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Vice President

Fabiola Ricardez, CPA

Provide tax planning and preparation for all business and personal clients Work with an in-house attorney to provide all aspects of estate planning, asset protection and tax planning to minimize their tax burden using all allowable deductions. Created a one-stop tax preparation, with access to estate planning and retirement/pension plan opportunities.

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Estate Planning and Tax Attorney

Joe Petrucelli

Since joining the bar, Mr. Petrucelli has provided legal counseling to individuals, start-up companies and emerging companies from several countries on a wide variety of tax and business issues. Among the legal issues upon which he has advised are choice of business entity, exit strategies, tax free split offs, business sales and the use of captive insurance companies. Mr. Petrucelli enjoys working with entrepreneurial individuals and families. Mr. Petrucelli’s breadth of experience provides him with the ability to quickly understand client needs, identify important issues and develop efficient solutions for a client’s problems.

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