Business Details
13 Years
experience
Your Trusted Partner for Accounting Solutions
Founded in 2013, Gephart & Cruz has established itself as a trusted partner for small businesses seeking expert financial guidance. Our journey began when Dan Cruz, leveraging years of accounting experience, launched Cruz Bookkeeping Service to help local entrepreneurs maintain accurate financial records. In 2017, his brother Jeremy joined full-time, expanding our capabilities through strategic partnerships and deepening our commitment to client success. We specialize in bookkeeping, tax preparation, and business consulting, combining technical precision with personalized service.Our team maintains rigorous accuracy standards through cross-verification processes while staying current with evolving tax regulations. With decades of combined experience, we provide tailored financial solutions that empower businesses to grow profitably. Our clients benefit from direct access to our owners, transparent communication, and a proven track record of delivering reliable financial services. We take pride in building long-term relationships through consistent performance and a deep understanding of small business operations.
Services
Bookkeeping
Tax Preparation
Business Consulting
Financial Forecasting
Payroll Services
Audit Support
Startup Accounting
Corporate Tax Filing
Estate Tax Preparation
Business Clean-Up
Details
- Year established: 2013
Highlights and features
- We offer personalized bookkeeping with direct owner involvement
- Our team maintains 99.8% accuracy through cross-verification processes
- 20+ combined years of small business financial expertise
- We provide tax law consultation with current regulation updates
- Clients receive customized reporting tailored to business needs
What people say
Trustworthy and dependable
Knowledgeable and productive
Stress-free process
Responsive and welcoming
Vital business partner
Services
Bookkeeping
Our bookkeeping service maintains precise financial records through systematic tracking of accounts receivable, payable, and general ledger entries. We ensure accurate balance sheets and income statements while providing customized reporting options. Clients receive timely reconciliations and organized financial documentation to support informed business decisions.
Tax Preparation
We prepare individual and corporate tax returns with meticulous attention to current regulations. Our service includes income tax, estate tax, and amended return preparation. Clients benefit from strategic tax planning opportunities and thorough documentation to ensure compliance and maximize legitimate deductions.
Business Consulting
Our consulting service provides strategic financial guidance for business growth. We analyze financial health, identify profitability opportunities, and develop forecasting models. Clients receive actionable recommendations for operational improvements and tax-efficient business structures tailored to their specific industry needs.
Payroll Services
We manage complete payroll processing including wage calculations, tax withholdings, and regulatory filings. Our service ensures compliance with federal and state requirements while maintaining accurate payment records. Clients receive timely payroll reports and year-end tax documentation for seamless financial management.
Audit Support
Our audit support service prepares businesses for financial examinations through documentation organization and procedural review. We verify record accuracy, strengthen internal controls, and provide expert representation during audit processes. Clients gain confidence through proactive preparation and compliance assurance.
People
Daniel Cruz
Founder and Co-Owner
Daniel Cruz founded Cruz Bookkeeping Service in 2013 after years of accounting experience. He specializes in small business financial management and tax preparation, bringing technical expertise and personalized service to each client relationship.
Jeremy Cruz
Co-Owner
Jeremy Cruz joined the firm part-time in 2013 and became full-time partner in 2017. He focuses on bookkeeping systems and business consulting, leveraging his numerical expertise to help clients achieve financial clarity and growth.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, tax preparation, financial forecasting, payroll processing, and business consulting services tailored to small business needs.
How do you ensure accuracy in financial reporting?
Our cross-verification process checks multiple data sources while maintaining regular client communication to ensure complete accuracy in all financial documentation.
Can you help with business startup accounting?
Yes, we specialize in setting up proper accounting systems for new businesses including entity structure selection and financial process implementation.
What tax preparation experience do you have?
Our team has over 20 years combined experience preparing individual, corporate, and estate tax returns with continuous tax law training.
