​At Rich&Grace, we combine deep, professional expertise with a commitment to personalized client service. Founded in 2019, our mission is to empower individuals and businesses by providing accurate, timely, and fully compliant Bookkeeping, Payroll, and Tax Preparation services.

​Our core strength lies in our specialized, complementary skill sets:

• ​Lorena Montiel, Tax Accountant.

​Holds a Degree in Accounting graduated since 2007, providing a strong, foundational understanding of financial principles. Has been actively working in the U.S. tax preparation and bookkeeping services sector since 2016. A dedicated U.S. Professional Tax Preparer since 2017 and Co-Founder of Rich&Grace Tax and Accounting.
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• Alejandro Patino, CAA, RA.

​U.S. Professional Tax Preparer since 2019, Authorized by the Internal Revenue Service (IRS) as a Certifying Acceptance Agent (CAA), allowing us to certify identity documents and streamline the application process for Individual Taxpayer Identification Numbers (ITINs), An authorized Payroll Reporting Agent, ensuring accurate payroll processing, timely tax deposits, and proper compliance with federal and state reporting requirements and Co-Founder of Rich&Grace Tax and Accounting.

​Why Partner with Us?
​Since opening our doors in 2019, we have built our business on the pillars of integrity and continuous professional development. We leverage our extensive experience—including over 18 years of professional work in the field—to navigate complex financial landscapes, ensuring you remain compliant while optimizing your financial health.

​We are ready to be your trusted partner for all your financial needs.