Certified Tax And Immigration Expertise

PB08 Immigration and Tax, LLC in Roseville is led by me, Rakesh Heer, a CTEC Registered Tax Preparer and bonded California Immigration Consultant with an active IRS PTIN. I combine individual tax preparation with immigration, I-9, ITIN, passport, and visa support. Clients know that I follow California and federal rules carefully, protect their information, and explain every step in plain language so they feel confident before anything is filed.

Local Roots, Online Convenience

I live and work in Roseville and understand the needs of nearby communities such as Antelope, Rocklin, Sacramento, and Yuba City. Most clients meet with me through secure video, phone, or chat, so nearly everything is handled online without travel or time off work. For those who prefer it, I can still arrange limited face-to-face meetings. This mix of local knowledge and virtual access makes it easier to get help when life is busy.

Personal, Multilingual Support

Every client works directly with me, not a rotating team, so I stay familiar with your family, history, and goals. I provide multilingual support where needed and keep my explanations simple, breaking big tasks into small steps. You see fees and expectations upfront, and I start with a free consultation. My aim is to reduce stress, answer questions with patience, and guide you carefully until your forms are complete and submitted.

Trust

Registered, bonded, and compliant so your tax and immigration documents stay safe.

Care

One-to-one support, clear explanations, and multilingual help for every client.

Access

Free virtual consultations and online document handling that fit your schedule.

Meet Rakesh

I am Rakesh Heer, the owner and founder. As a California Tax Education Council (CTEC) Registered Tax Preparer, a Bonded California Immigration Consultant, and an active IRS PTIN holder, I am dedicated to offering reliable, compliant, and personal support for all your tax preparation and immigration consultation needs.

Starting this business in 2025, my goal is to simplify complex administrative processes and make essential services accessible and stress-free. Operating fully online, I provide seamless virtual support—meaning you get personalized, one-on-one assistance without ever needing to travel or appear in person.

Whether you need help with individual tax returns, citizenship and green card applications, passport renewals, or employment authorization, I bring professional expertise and a customer-first approach to serve clients across Roseville, Sacramento, Antelope, Rocklin, Yuba City, and beyond.


Credentials & Professional Registrations Included

  • CTEC Registered Tax Preparer: Licensed by the California Tax Education Council to deliver individual tax preparation services in California.

  • Bonded Immigration Consultant: Filed with the California Secretary of State with a $100,000 surety bond to provide non-legal immigration consulting services.

  • IRS PTIN Holder: Officially authorized by the Internal Revenue Service to prepare federal tax filings.