Business Details
Your Trusted Boca Raton CPA Firm for Accounting & Tax Services
Pereira CPAs is a family-owned and operated full-service accounting firm serving clients in Boca Raton, FL, and the surrounding areas. With decades of combined experience, our team of certified professionals specializes in providing tailored accounting, tax, and QuickBooks solutions for business owners, executives, and individuals. We prioritize personalized service, combining technical expertise with a deep understanding of our clients' financial goals to deliver actionable insights and long-term value.Our commitment to discretion, affordability, and efficiency ensures clients receive accurate, timely support while navigating complex financial challenges. By maintaining close client relationships and staying ahead of industry trends, we empower businesses to thrive in dynamic economic landscapes.
Services
Small Business Accounting
Tax Preparation
Business Valuation
IRS Representation
QuickBooks Setup
Succession Planning
Internal Controls Assessment
Tax Planning
Payroll Services
Financial Statement Reviews
Highlights and features
- We have decades of combined experience serving businesses and individuals in Boca Raton.
- We provide personalized, hands-on support tailored to each client's unique needs.
- Our team includes a certified QuickBooks ProAdvisor with specialized software expertise.
- We offer proactive solutions for complex tax problems and IRS disputes.
- Complimentary consultations help clients understand our services before committing.
What people say
Extremely knowledgeable
Personable, professional
Efficient and creative
Great at explaining complex accounting
Accurate and fast service
Services
Small Business Accounting
We handle monthly or quarterly bookkeeping tasks including bank reconciliation, income statements, and balance sheets. Our services ensure accurate financial records for informed business decisions. Clients receive tailored support like payroll integration and tax planning to optimize financial health.
Business Valuation
Our team provides defensible business valuations for mergers, buyouts, or estate planning. We analyze operations and financial history to determine fair market value. This service helps clients negotiate transactions and resolve disputes with data-driven insights.
IRS Audit Representation
We represent clients facing IRS audits, liens, or levies. Our experts negotiate payment plans and resolve tax debt issues. This service minimizes penalties while ensuring compliance with tax regulations through strategic documentation and communication.
QuickBooks Setup
We assist businesses in implementing and optimizing QuickBooks for efficient financial management. Services include software configuration, staff training, and tips to maximize features. This streamlines bookkeeping and improves financial oversight for small businesses.
Tax Preparation
We prepare and e-file individual and business tax returns with accuracy and timeliness. Our process identifies deductions to reduce liabilities while ensuring compliance. Clients receive proactive advice on adjusting withholding and planning for future tax years.
People
Jay J. Pereira
CPA
Jay has over 30 years of public accounting experience, specializing in small business advisory services. As a QuickBooks ProAdvisor, he helps clients implement financial systems while offering tax-saving strategies. He focuses on proactive client education and trust-building relationships.
Stephanie L. Pereira
CPA
Stephanie brings 25+ years of experience from Deloitte and local firms. She specializes in tax compliance and financial reporting for businesses, combining technical expertise with personalized guidance. She holds a Master's in Accounting and advocates for financial clarity in client engagements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and internal control assessments tailored to small business needs.
How can you help with IRS tax problems?
We assist with audit representation, payment plans, lien/levy resolution, and correcting back taxes owed to the IRS.
Do you offer QuickBooks training?
Yes, we provide QuickBooks setup, software optimization tips, and hands-on training for business owners and staff.
What tax planning services are available?
We offer year-round tax strategy sessions, withholding adjustments, and deduction maximization to reduce tax liabilities.
How are business valuations conducted?
We analyze financial records, market conditions, and growth potential to deliver accurate, defensible valuation reports for transactions or disputes.
Is there a free consultation available?
Yes, we provide complimentary initial consultations to discuss your accounting, tax, or business valuation needs.
