Ortiz Vega Tax and Insurance
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not verified
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: restaurants, contractors, retail, construction (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 5 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Ortiz Vega Tax and Insurance | home page | |
| Website | https://www.ortizvegaservices.com | home page | |
| Office locality | Mesquite, TX | home page | |
| Phone | +12144330381 | home page | |
| Offers bookkeeping | Documented: Tax, Bookkeeping, Insurance & Notary in Mesquite, TX | Ortiz Vega Tax, Bookkeeping, Insurance & Notary... | home page | |
| Monthly bookkeeping | Documented: ...Services Bookkeeping Services Keep your books organized and tax-ready. We help with monthly bookkeeping, QuickBooks cleanup, bank reconciliation, payroll support, sales tax... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: Bookkeeping Services in Dallas, TX | QuickBooks Cleanup Bookkeeping Services in Dallas, TX | QuickBooks Cleanup Bookkeeping Services in Dallas, TX for... | /bookkeeping-dallas-tx | 5 pts (max 5) |
| AP / AR | Documented: ...Transaction Categorization Bank & Credit Card Reconciliation Monthly Financial Reports Accounts Payable & Receivable Tracking Payroll Support Sales Tax Services Clean-Up &... | /bookkeeping-dallas-tx | 4 pts (max 4) |
| Payroll coordination | Documented: ...tax-ready. We help with monthly bookkeeping, QuickBooks cleanup, bank reconciliation, payroll support, sales tax tracking, and clear bookkeeping reports. Bookkeeping Services in... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...of the following services: Transaction Categorization Bank & Credit Card Reconciliation Monthly Financial Reports Accounts Payable & Receivable Tracking Payroll Support Sales Tax... | /bookkeeping-dallas-tx | 6 pts (max 6) |
| Industries served (documented) | restaurants, contractors, retail, construction | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...is straightforward or more complex, we help you stay organized and prepared. Services include: Individual tax preparation Business tax preparation Document review and filing... | /services | 5 pts (max 5) |
| Onboarding described | Documented: ...Online Sellers & E-Commerce Businesses Growing Businesses in Mesquite & Dallas How It Works Tell us what you need Start by letting us know what you need help with, whether it is... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...of the following services: Transaction Categorization Bank & Credit Card Reconciliation Monthly Financial Reports Accounts Payable & Receivable Tracking Payroll Support Sales Tax... | /bookkeeping-dallas-tx | 4 pts (max 4) |
| Communication channel / process | Documented: ...business owners are welcome. Everything can be done remotely through our secure client portal. Frequently Asked Questions How much does bookkeeping cost in Dallas, TX? Monthly... | /bookkeeping-dallas-tx | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: PRIVACY POLICY | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) for 'Ortiz Vega Tax and Insurance' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Pricing approach published (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 21 evidenced items come from Ortiz Vega Tax and Insurance's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.