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Meet the Team
Yuri Barrera
Small Business Consultant, Accountant
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She started as a Staff Accountant in 1994 for major companies including The Associates Relocation
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Real Estate Licensed since 2000 & Residential investor since 2007
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Started Latina Tax & Consulting in 2010 specializing in small businesses
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Founded 8 successful businesses spanning different industries
Jiselle Bobadilla
Management Accountant & Consultant
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Master’s in Business Management
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Executed financial strategies at small business & corporate level
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Budget & accounting analysis experience at state, county and city level
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Experience in preparing for audits & performed audits on other departments
Iveth Guzman
Mortgage & Tax Consultant
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With over 23 years of experience as a Mortgage Loan Officer, She has guided individuals and families through the home financing process with clarity, confidence, and proven results.
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Income tax preparation and business consulting services, that allows her to understand her clients’ complete financial picture and anticipate lending requirements more effectively
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Guide borrowers step by step on how to start their LLC and invest in Real Estate.
Carmen Lupercio
Mortgage & Tax Consultant
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Mortgage Consultant
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Tax Preparation
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Notary Services
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15+ years experience in lending and helping the Hispanic community!
Vanessa Castillo
Tax Preparer
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Started as a tax practitioner in 2010
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Specialized in new accounts in mutual funds
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Business Owner Since 2012
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15+ years experience in sales
Jason Bobadilla
Marketing Director
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Majored in Marketing & Advertising
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Worked as marketing director at major Real Estate Firm
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Leadership experience at Meta in small business advertising
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Specializes in social media presence expansion
