ACCOUNTING CONSULTANTS
Keeping You On Track
5.0
Accounting and tax preparation services for individuals and small businesses, including tax planning, financial statements, bookkeeping, financial planning, and business valuations.
About
Denise A Ortiz, CPA specializes in accounting and tax preparation services for a wide variety of clients. The firm offers tax return filing and tax planning for individuals, bookkeeping and financial statements for small businesses, corporate tax return filing, and business valuations.
The company participates in Continuing Professional Education to stay updated on tax laws and accounting methods. Services are delivered through computerized offices and internet access, providing accurate, efficient, state-of-the-art service at a competitive price. Clients can access financial calculators, newsletters, and tax videos for additional support.
Services
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Business Tax Returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.
Bookkeeping
Complete bookkeeping services for small businesses.
Financial Planning
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
Individuals
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1,000's of Federal and State returns have been prepared and filed.
Credentials & Certifications
Reviews
