Tax strategy for business owners
Chat with Marcos AI, the assistant from La Familia del Sombrero, and find what your business might be leaving on the table. In minutes it understands your situation and shows you your best next step.
Guided by La Familia del Sombrero
Quick answers and you pick your time on the calendar.
How it works
Tell Marcos AI your situation — no SSN or documents.
It recommends your next step: the free community or an advisor.
A real team reviews your conversation and follows up with you.
Consulting is free. Marcos AI isn't a personal advisor, but it can guide you toward your path forward.
Marcos AI
I'm here to help
100% confidential. No commitment.
We don't ask for your SSN, ITIN, or any documents in this chat. Tell us your situation and Marcos AI can guide you.
A free community of business owners in the United States, hosted on Skool. It was built for the Latino business community and it welcomes any owner who wants to understand their structure, organize their numbers, and ask better questions before they sign or decide. In Spanish and English.
The community is hosted on Skool. Marcos AI can tell you whether it fits your situation.
Starting is free, no card. You get to know Marcos and the team in the webinars and Q&A, and whenever you feel ready to go deeper, there's a Premium level waiting for you.
If you'd rather see what the community includes first, you can explore it here. If you want a more personalized recommendation, chat with Marcos AI.
Join the free communityWho's behind this
Behind La Familia del Sombrero is Marcos Ramirez, with years of experience helping US business owners understand their taxes.
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educational videos
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Clarity stories
These are representative scenarios of the conversations business owners often have when they start organizing taxes, structure, and bookkeeping.
Team, daily expenses, and operations
“I came in thinking the issue was only tax preparation. What I needed was to understand my numbers, separate business expenses better, and know what to ask my tax professional before signing.”
Useful for owners with steady sales, inventory, payroll, tips, or expenses that change every week.
Vehicles, tools, and subcontractors
“I was working hard, but I was not sure if my structure was ready to grow. Understanding LLCs, S-Corps, bookkeeping, and equipment expenses helped me look at my business more seriously.”
Useful for construction, roofing, HVAC, plumbing, and trades where vehicles, materials, and contractors matter.
From returns to a real firm
“I did not only want to learn forms. I wanted to think like a business owner: organize clients, explain my value better, and stop depending only on the busy season.”
Useful for tax preparers, bookkeepers, or accountants who want to elevate their operation and learn with a community.
Every business is unique. These stories are representative examples of the kind of clarity our business owners tend to walk away with; we review your case with you, in detail.
Privacy and FAQs
No. The community and Marcos AI are educational. They help you understand your situation and ask better questions, but individual advice and tax return signing should be reviewed with your professional.
Skool is the platform where our free community is hosted. Think of it as a private space with classes, posts, recordings, questions, and members learning similar topics.
During the conversation, you can ask to speak with an advisor. Marcos AI will show you the Calendly link, and the team can review the context so you do not have to repeat everything from scratch.
Your information is used to guide the conversation and save context for the team. We do not ask for SSN or documents in the chat. If your case needs individual review, we connect you with an advisor.
Answer the quick questions and Marcos AI will guide you. And if you'd rather be helped by a person, we'll take you straight to the calendar too.
