Jimenez Wealth Legal Advisors, PC

Jimenez Wealth Legal Advisors, PC Global legal, wealth, tax, and business counsel Attorney Sergio Jimenez, Esq. is licensed as an attorney with the California Bar under Bar number 289673.

Jimenez Wealth Legal Advisors, PC (the β€œFirm” is a California Professional Law Corporation, Registered with the California State Bar under registration number 26614. Sergio Jimenez and DeForest Attorneys (DeForest Abogados in Mexico) have an of-counsel relationship. Matters in Texas requiring Texas counsel are handled by DeForest Attorneys, and their managing Texas attorney Mark K. Vasquez, Esq.,

Texas Bar Number 24013675. https://deforest.mx/en/ Matters accepted by the firm and Attorney outside of California are either of a Federal subject matter, or a matter of consulting where a law license is not required by law, or where the Firm and Attorney have accepted the matter in a co-counsel relationship. The offices in Dallas TX, Guadalajara, and Mexico City, are offices of DeForest Attorney (DeForest\ Abogados in Mexico)

09/02/2026

When no one has clear authority, decisions stall.

For growing businesses, clear governance helps protect time, control, and long-term value.

πŸ“ž Schedule Your Consultation at (855) 772-8833 or Visit 🌐 www.jimenezws.com

Cross-Border Assets bring Cross-Border Obligations. πŸ“ˆFBAR Reporting applies when thresholds are met, and overlooking it ...
08/31/2026

Cross-Border Assets bring Cross-Border Obligations. πŸ“ˆ

FBAR Reporting applies when thresholds are met, and overlooking it can create compliance issues down the line.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

08/28/2026

Short-Term Momentum can take a business far.

Long-Term Strategy is what keeps it there. ⏳ πŸ“Š

Jimenez Wealth helps clients build with the future in mind.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

You don’t see the strength of a structure until it’s tested. ⚠️Disputes, Audits, and Major Transitions don’t create prob...
08/26/2026

You don’t see the strength of a structure until it’s tested. ⚠️

Disputes, Audits, and Major Transitions don’t create problems β€” they reveal what was already there.

It's why preparation matters long before those moments happen.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

08/25/2026

An IRS audit and an IRS collection are not the same problem.

An audit focuses on whether more tax is owed.

A collection matter starts after the tax has already been assessed.

The strategy changes depending on which stage you are in.

πŸ“ž Schedule your consultation at (855) 772-8833 🌐 www.jimenezws.com

08/24/2026

Clear Decisions outperform Fast Ones. 🧩

We help ensure that when opportunities arise, they’re approached with structure, alignment, and full perspective β€” not just speed.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

08/21/2026

As wealth grows, so does the importance of coordination, protection, and long-term thinking. πŸ“Š

We help clients navigate complexity with strategies designed to evolve alongside their success.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

08/19/2026

We have seen significant income without real retention. πŸ‘€

No coordination, no long-term planning, no clear structure β€” just movement without direction.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

Every entity should have a purpose, without clear coordination, you’re not strengthening your position β€” you’re making i...
08/17/2026

Every entity should have a purpose, without clear coordination, you’re not strengthening your position β€” you’re making it harder to manage. πŸ‘€

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

08/14/2026

International Compliance problems rarely start with bad intentions.

They usually start with assumptions. 🌎 πŸ”

The sooner you identify potential reporting obligations, the more options you have to address them properly.

πŸ“ž Schedule Your Consultation at (855) 772 - 8833 or Visit Us at 🌐 www.jimenezws.com

Address

Los Angeles, CA
90028

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 2pm

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