Julia Ortiz, AFSP
IRS Annual Filing Season Program
Ortiz & Jackson Bookkeeping & Tax
Office
3944 Mill DrWest Fargo, ND 58258
Contact
- Phone(353) 828-4432
- Emailjuliaortiz@ortiz-jackson-bookkeeping-tax.example
- PTINP71200563
Profile
- Years of experience36 years
- Accepting new clientsYes
- Virtual meetingsIn-person only
- E-files returnsNo
- Fee range$
- LanguagesEnglish, Portuguese
About Julia Ortiz, AFSP
Julia Ortiz, AFSP is a IRS Annual Filing Season Program serving clients in West Fargo, North Dakota and the surrounding region. With 36 years of professional experience, the firm of Ortiz & Jackson Bookkeeping & Tax handles a focused range of federal and state tax matters for individuals, families, and small businesses.
As an Annual Filing Season Program participant in good standing with the IRS, Julia Ortiz, AFSP is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. AFSP participants have limited representation rights before the IRS for returns they prepared and signed.
Specialties
- Tax planning and projections
- R&D tax credits
- Adoption credit
- Retirement plan rollovers
- Military and veteran returns
- Restaurant industry accounting
Service area
Primary office in West Fargo, ND (ZIP 58258). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on North Dakota.
How to verify this preparer
Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.
For CPAs, the North Dakota Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the North Dakota State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.