DTR Rangel & Associates, LLC is a Company incorporated as a Business Consulting Services for individuals and small business. Our Support focuses in Tax Planning and Tax Preparation, Excise Taxes, Use Taxes, and Sales Taxes calculation and filing for individuals and businesses. It also provides services at the organization level related to accounting and bookkeeping services, cloud accounting set up, user-friendly financial statements, business formation, S-Corporation Election, advising about the best way to get a loan (Residential, Commercial, and other types of loans) from a Lender and the preparation of the Loan Package according to Lender’s requirements and ready to be submitted for review and approval. Our goal is to get the thing done right and timely. Our approach is based on direct relationship with you, our customer, and the contact and communication can be in person, by telephone, or through virtual calls (Zoom or Microsoft Teams) and e-mails. Our future Digital Tax Return (DTR) communication system is currently in construction and will be an efficiency and secure tool to complete the tax preparation process on line.
Tax Professional who has been preparing taxes for his family and friends for some time. After considering his expertise and acknowledgement in the tax field, he decided starting preparing taxes for other individuals and businesses and became an Enrolled Agent (EA) - Admitted to Practice Before the IRS. An Enrolled Agent is the highest title that the Internal Revenue Service (IRS) grants to individual after demonstrating his competence in the Tax Preparation Field by passing the Special Enrollment Examination Tests. He also finished a Tax Preparation Diploma Career from Ashworth College and was granted an accredited Certification in May 2019.
Mr. Rangel is a former Senior Underwriter at Alliance Capital International Bank, a title he held for more than four years. As a Senior Underwriter, he oversaw all the management of the Credit Department. One particular subject he performed was the review and analysis of the Individual and Business’ Tax Return to adjust and/or classify any entry to comply with the bank’s credit guidelines. This activity improved his expertise in the preparation of the Tax Return.
His previous experience comes from a 35 years in the banking industry with acknowledgment and expertise in Credit Analysis, Loan Portfolio Management, Retail Banking – Branch Management, Portfolio Quality Control, Compliance, Auditing, and Private Banking. During eight (8) years he was the Principal of H Partners Lending, LLC (a Mortgage Broker Company) and acted as a Loan Originator, Processor and Underwriting of Residential and Commercial Loans. He has a Bachelor Degree in Business Administration from Central University of Venezuela. He participated in the renowned and prestigious Course of Credit Analysis sponsored by Banco Mercantil / Chase Manhattan Bank, and was a participant in the Executive Program in Financial Management in the “Instituto de Estudios Superiores de Administracion” (IESA) in Venezuela. Former Licensed as Insurance Agent (Life, Health, and Variable Annuities) and Loan Originator. He is currently licensed as a Real Estate Associate.
The company’s expertise includes the following fields and Professions
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