Serving individuals, families, and small businesses in Philadelphia and beyond · Se habla Español
Practical guidance. Clear next steps.

Tax, bookkeeping, and business support built around your goals.

IWS Tax & Wealth Solutions helps individuals and small-business owners stay organized, reduce tax-time stress, and make informed business decisions.

Personalized support Virtual appointments available English & Spanish
Since 2018Tax Experience
B.S. FinanceTemple University
English & SpanishBilingual Service
Year-RoundVirtual Support
Services

Practical support for your taxes and business

Choose the service that fits your current needs, from annual tax filing to ongoing business support.

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Tax Preparation

Accurate preparation for individuals, self-employed professionals, rental-property owners, and small businesses.

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Tax Planning

Year-round guidance to help you understand potential tax consequences before making important decisions.

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Bookkeeping

Organized financial records, transaction cleanup, and reporting support so your business stays tax-ready.

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Business Support

Guidance with business formation, registrations, recordkeeping systems, and next-step planning.

Arsenio Gomez, founder of IWS Tax & Wealth Solutions
Meet the Founder

Arsenio Gomez

Founder of IWS Tax & Wealth Solutions · Philadelphia, Pennsylvania

Professional experience with a personal approach.

Arsenio earned a B.S. in Finance from Temple University and has served tax clients since 2018. He founded IWS to give individuals and small-business owners clear explanations, responsive service, and practical next steps without unnecessary complexity.

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Personal attention

Your situation and goals guide the conversation—not a one-size-fits-all checklist.

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Clear communication

Complex tax and business topics are explained in straightforward English or Spanish.

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Year-round availability

Support continues beyond filing season for planning, bookkeeping, and business needs.

B.S. Finance Tax Professional Since 2018 Virtual Appointments Se Habla Español
Simple Process

From question to clear action plan

Getting started is simple and designed to respect your time.

STEP 01

Choose a time

Choose the $85 Business Consultation or the free New Client Inquiry on Square.

STEP 02

Share your questions

Provide a brief overview so the consultation can focus on your most important concerns.

STEP 03

Receive next steps

Leave the meeting with a clearer understanding of your options and recommended action items.

Frequently Asked Questions

Know what to expect before you book

Quick answers about consultations, appointments, and working with IWS.

What happens during the $85 Business Consultation?

You will have 60 minutes to discuss your business goals, structure, tax considerations, and practical next steps.

I'm a new tax client. Where should I start?

Choose the free 15-minute New Client Inquiry on Square to discuss your tax needs and see whether IWS is a good fit.

Are consultations virtual?

Yes. Virtual appointments are available so you can meet from a convenient and private location.

What should I have ready for the appointment?

Bring any relevant tax notices, prior returns, bookkeeping reports, business documents, or a written list of questions. Instructions for securely providing sensitive documents will be shared when needed.

Do you work with clients outside Pennsylvania?

Virtual service may be available for clients outside Pennsylvania. Availability depends on the service requested and the details of your situation.

Is payment required when booking?

The Business Consultation is listed at $85; the New Client Inquiry is free. Square shows any payment required before you confirm your booking.

Are appointments available in Spanish?

Yes. Consultations and client support are available in English and Spanish.

For your security, please do not email Social Security numbers, tax returns, or other sensitive documents.

Ready to take the next step?

Choose the appointment that fits your needs on our Square booking page.

Book Your Consultation