Business Details
Your Trusted Partner for Accounting and Tax Solutions
Denise A Ortiz CPA specializes in providing comprehensive accounting and tax preparation services for individuals and small businesses. With a focus on long-term tax planning and financial forecasting, we help clients navigate complex tax regulations while optimizing their financial strategies. Our expertise extends to preparing accurate financial statements, business valuations, and bookkeeping services tailored to meet the unique needs of each client. We maintain a commitment to ongoing professional education to stay current with evolving tax laws and accounting standards. Our computerized systems ensure efficient, accurate service delivery while maintaining competitive pricing. We prioritize personalized client support and strive to build lasting relationships through transparent communication and reliable service.Our online office tools empower clients to actively participate in financial management through budgeting calculators and real-time document access. We serve thousands of individual clients annually and have extensive experience preparing diverse small business tax returns. Our multi-dimensional approach to business valuation supports clients in purchase/sale transactions, buy-sell agreements, and insurance assessments. We offer flexible bookkeeping solutions compatible with major accounting software platforms, including QuickBooks and Peachtree. Our practice combines technical expertise with a client-centric philosophy to deliver value-driven financial services.
Services
Tax Planning
Financial Planning
Bookkeeping
Business Tax Returns
Financial Statements
Highlights and features
- We offer 20+ years of experience in individual and small business tax planning
- Our team maintains active CPA certifications and ongoing professional education
- We provide customized financial statements with timely quarterly and annual reporting
- Our practice utilizes state-of-the-art accounting software for accurate bookkeeping
- We combine technical expertise with personalized client support for tailored solutions
Services
Tax Planning
Our tax planning services help individuals and businesses minimize tax liabilities through strategic long-term planning. We offer annual tax forecasting and mid-year adjustments to optimize financial outcomes. Our expertise covers complex tax scenarios for both personal and business clients.
Financial Statements
We prepare accurate balance sheets and operating statements for small businesses on monthly, quarterly, and annual schedules. Our computerized systems enable detailed financial analysis and comparative reporting to support business decision-making.
Bookkeeping
Complete bookkeeping services include transaction recording, account reconciliation, and financial tracking. We support major accounting platforms and provide regular reporting cycles to maintain accurate business financials.
Business Valuations
Our business valuation services determine fair market value for sales, buy-sell agreements, and insurance purposes. We use comprehensive analysis methods tailored to each business's specific circumstances and industry factors.
Financial Planning
We develop customized financial plans for retirement, education funding, and wealth preservation. Our approach integrates tax planning and estate considerations to create comprehensive long-term financial strategies.
People
Denise A Ortiz, CPA
CPA
Certified Public Accountant with extensive experience in tax preparation and financial planning for individuals and small businesses. Specializes in tax compliance, financial reporting, and business valuation services.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, bookkeeping, business tax returns, and valuation services for small businesses.
Do you handle both individual and corporate tax returns?
Yes, we prepare tax returns for individuals and all business entity types including corporations, LLCs, and partnerships.
What financial planning services are available?
We offer retirement planning, college savings strategies, and integrated tax and estate planning solutions.
How do you support business clients with financial reporting?
We prepare monthly, quarterly, and annual balance sheets and operating statements using modern accounting software.
What technology tools do you provide clients?
Our online office includes financial calculators, document sharing, and secure communication for active client participation.
