Know our history

Your progress and lifestyle improvement is our commitment.

Our goal is to empower and guide you on your professional and personal growth journey. Let us help you achieve your goals and reach your full potential.

With más de 21 años de experiencia en el mercado, we have established ourselves as an expert company in accounting solutions and tax declaration for entrepreneurs, micro-entrepreneurs and people from our community in the Carolinas. Our vision is to promote the financial and personal growth of our entrepreneurs and future entrepreneurs, through formality and legality.

We are faithfully committed to progress, well-being and a dignified lifestyle for Latino communities, through empowerment as entrepreneurs, future entrepreneurs and better human beings.

What moves us

At BeeTax, we are faithful to what moves us, what inspires us, what connects us with our clients and what motivates us to continue with our mission; a mission that surpasses us, a mission that makes us deliver everything every day, a mission that is born from an experience of self-improvement and growth, and that is consolidated every day in the faces of each of our collaborators. Mission that today is solidified in 2 great pillars:

- Create well-being for companies and entrepreneurs of our community, through practical accounting solutions.
- We prioritize the growth and development of our team through a leadership and empathy-focused model. Our goal is to cultivate a team of strong leaders who are also empathetic and understanding individuals.

Más de 21 años

of experience

We have successfully advised
more than 200 companies and
helped more than 2000
people of our
community.

Discover our solutions

Growing Together at BeeTax!

With years of experience under our belt, we possess the expertise in state and federal laws necessary to handle any tax-related procedure with ease and accuracy. Trust us to guide you through the process and help you achieve your financial goals.

Our Team

Sorel Perez

CEO

Empresaria latina, con más de 21 años de experiencia en la industria de la declaración de impuestos, contabilidad, auditorias y seguros. Administradora y financista de profesión, Sorel fundo Beetax con el proposito de ayudar a otros empresarios latinos del area a que sus empresas tengan un crecimiento con bases solidas. Especialista en crear estrategias para la reducción de impuestos, resolución de problemas con el IRS.

Joselyn Elizondo

Manager
Charlotte

With over 10 years of experience in personal and small business tax preparation, is an expert in advising clients on legal matters, including notarizations, forms, employment contracts, rental contracts, and business loan management.

Paola Quispe

Manager Monroe

A professional with a Bachelor of Business Administration and Human Resources, with experience in payroll, accounting, and creating new businesses. Her priority is to provide solutions and clear doubts for her clients and she is an expert in managing and advising on QuickBooks Online.

Jessica Morales

Operation Manager

Contadora de profesión con mas de 18 años de experiencia y especialista en control interno y auditorías financieras, tributarias y de seguro. Asesora en Español e Inglés en la elaboración de taxes empresariales con el cumplimiento que la ley requiere en cada tipo de empresa. Es una experta en el manejo de quickbooks online.

Bianca Perez

Advisor
Charlotte

With over 10 years of experience managing construction and remodeling companies, is an expert in bookkeeping, business and personal tax preparation. She also advises clients on commercial, property, and life insurance.

hilda romero

Advisor
Monroe

A holder of a degree in Accounting and Business Administration, has over 10 years of experience in advising clients on various aspects of their business such as company formation, insurance, taxes, accounting, payroll, and audits. She finds great satisfaction in providing comprehensive support to her clients.

Grace Westreicher

Advisor Monroe

With over 15 years of experience in the Monroe area preparing personal and business taxes, is a well-known and respected member of our team. Based in the Monroe, NC headquarters, she dedicates herself to helping Hispanic entrepreneurs in the area by providing the advice they need to achieve their goals.

Valentina Valenzuela

Community Manager

Community Manager, Graphic Designer and Photographer, Social Media Specialist. In charge of monitoring the growth of our company, creator of content. Passionate about connecting with customers in a simpler and more genuine way through social networks.

Marjorie Salazar

front desk
Charlotte

A Bachelor of Administrative Sciences with a background in accounting and experience in human resources and customer service. Enjoys professional challenges and is dedicated to finding team solutions for clients, whether through in-person interactions or over the phone.