Empowering Your Financial Future
At Denise A Ortiz, CPA, we pride ourselves on being a trusted accounting and tax preparation firm, dedicated to providing personalized services to individuals and small businesses alike. For years, we have been committed to helping our clients achieve their financial goals through expert guidance, accurate and timely preparation of financial statements, and comprehensive tax planning.
Our Services
At the heart of our business is a focus on providing exceptional service to our clients. We take pride in being a one-stop-shop for all accounting and tax needs, including:
Tax Planning
Our tax planning services help individuals and small businesses prepare for their financial future by providing long-term, annual, and mid-year tax planning and tax forecasting services.
Financial Statements
Our experienced team accurately prepares monthly, quarterly, and year-end Balance sheets and Operating Statements for a broad range of small business clients.
Business Tax Returns
We prepare a variety of small business tax returns each year, ensuring that our clients meet their tax obligations quickly and efficiently.
Bookkeeping
Our comprehensive bookkeeping services cater to the unique needs of small businesses, providing timely and accurate financial management solutions.
Financial Planning
We offer full-service Financial Planning, helping individuals and small businesses create comprehensive financial strategies to achieve their long-term goals.
Business Valuations
Establishing the proper value of a small business is a critical step in any business transaction. Our expertise in business valuations helps clients make informed decisions about their company's worth.
Our Online Office
Our online office brings financial services directly to your home or business, empowering you to take a more active role in your financial management. With our online services, you can:
- Use financial calculators to assist with budgeting, financial planning, or determining loan payments.
- Stay informed with the latest tax and accounting news by reviewing our client newsletter.
- Review tax and financial topics of interest in our Additional Pages section.
At Denise A Ortiz, CPA, we are committed to providing exceptional service, expert guidance, and accurate financial management solutions to individuals and small businesses. Our experienced team of accountants and tax professionals is dedicated to helping clients achieve their financial goals and meet their accounting and tax obligations.
