welcome to idltax Services
Reliable, Virtual Tax Services for Individuals and Small Businesses
With over 12 years of experience, IDL Tax Services LLC provides expert virtual tax preparation, bookkeeping, and tax advisory services nationwide.
Years Of Experience
Strategic Finance Leadership
Expert CFO services to guide growth and
financial strategy.
Streamlined Business Operations
Optimize processes with tailored outsourcing and efficiency solutions.
Tech-Driven Transformation
Empowering growth through smart, scalable technology enablement services.
Our Mission
To provide personalized, affordable, and reliable tax preparation services that make tax season less of a hassle and more of a win for individuals and small businesses alike.
Our Vision
To be your go-to tax prep service, offering solutions that empower you to take charge of your financial future with confidence.
about us
About IDL Tax Services LLC
Let’s be real: taxes, bookkeeping, and financial planning aren’t most people’s favorite thing. But for me? It’s what I love — because behind every spreadsheet is a dream, a business, a family working hard to build something that lasts.
I started IDL Tax Services, LLC to make tax prep and bookkeeping simple, strategic, and stress-free for small business owners, entrepreneurs, and busy professionals across the U.S.
As a bilingual (English & Spanish) tax professional, I serve clients who want clarity, compliance, and confidence — without the overwhelm.
- Empowering growth through expert guidance.
Get a $25 discount for each friend you refer
Get special perks for you and your friends
1. Give your friends a $20 discount.
2. Get a $25 discount for each friend who books a session.
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A legacy of expertise spanning 24+ years.
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Where ideas flourish and projects thrive.
Striving for customer satisfaction is top priority.
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This is our pure benefit to our clients
our services
Financial Solutions to Drive Your Success
We provide expert financial services designed to grow, protect, and optimize your wealth with tailored strategies and trusted guidance.
Flexible CFO expertise to manage your finances, strategy, and growth without the full-time cost.
Customized financial planning and support to help startups secure funding and scale efficiently.
Streamline your operations with cost-effective outsourcing of finance, accounting, and administrative tasks.
Our Transaction Advisory Services provide the insights and analysis needed to make informed decisions in complex transactions.
Technology enablement helps businesses improve operations and achieve goals through tech.
how we work?
4 Simple Steps to Reach Your Goals
We follow a clear, collaborative process to understand your needs, craft tailored solutions, implement strategies, and support your ongoing success.
01
Understand Your Business
We dive deep into your operations, goals, and financial landscape to assess your unique needs.
02
Design Tailored Solutions
From CFO services to tech enablement, we craft strategies aligned with your growth objectives.
03
Implement with Precision
Our team works alongside yours to deploy solutions that streamline, optimize, and scale.
04
Monitor & Evolve
Testimonial
positive Reviews from Our Clients
“Ivelizze made my tax season stress-free. She explained every step clearly and filed my return quickly—all done online without me leaving home. Highly recommend for busy professionals!”
Yes. IDL Tax Services LLC is 100% virtual and serves clients nationwide. All meetings, document sharing, and signatures are handled securely online.
We use Intuit Link, a secure IRS-compliant portal. You simply upload your documents, and we handle the rest—no emailing sensitive files.
We provide individual & small-business tax preparation, year-round tax advisory, and customizable monthly bookkeeping packages.
Yes. Ivelizze is bilingual (English & Spanish) and can guide you comfortably in whichever language you prefer.
FAQ'S
frequently asked questions
We’re here to make it clear how our services work—and how we help your business grow with confidence.
Call Us!
Blogs
Our Leatest Blogs and News
Bookkeeping Advice
Bookkeeping is the process of recording all the money a business earns and spends. Good bookkeeping helps small business owners keep track of their income, expenses, and profits. O
IRS Updates
IRS updates are changes or new information shared by the Internal Revenue Service (IRS), which is the U.S. government agency responsible for collecting taxes. These updates may inc
Small Business Finance
Small business finance is the way small businesses manage their money. It includes getting the money needed to start or grow the business, like through loans, investments, or perso
Contact Info
- 978-728-8765
- info@idltaxservices.com
- 3 Lancaster Ave Suite 204, Lunenburg, MA 01462
