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Trusted CPA Services in Lake County, FL
Midstate Accounting & Tax Services was established to provide comprehensive CPA services to individuals and small businesses in Lake County. Our approach balances local, attentive service with professional expertise, prioritizing active listening to build lasting client relationships founded on trust. With over four decades of combined experience, including work with Big 4 accounting firms and small business ownership, we deliver financial leadership tailored to client goals. Our team of dedicated professionals specializes in accounting, tax planning, and business consulting, leveraging deep industry knowledge to offer innovative solutions. We maintain memberships in organizations like the American Institute of CPAs and the Better Business Bureau, reinforcing our commitment to integrity and excellence. Our founder, Jorge Garcia-Montes Jr., brings specialized expertise from his 1982 certification as one of Floridas youngest CPAs, alongside real estate and construction industry experience.We focus on simplifying complex financial matters through services like QuickBooks optimization, IRS representation, and strategic business formation guidance. Our reputation for personalized support and accurate, up-to-date tax compliance reflects our dedication to client success. By handling accounting burdens efficiently, we empower business owners to concentrate on growth while ensuring financial clarity. This combination of technical mastery, practical experience, and client-centric values defines our approach to professional service delivery.
Services
Small Business Accounting
Tax Preparation
Payroll Services
QuickBooks Consulting
New Business Advisory
IRS Representation
Entity Selection
Tax Planning
Incorporation Support
Business Consulting
Highlights and features
- We offer 40+ years of combined experience in accounting and small business operations.
- Our founder is a licensed CPA with Big 4 firm and construction industry expertise.
- We provide IRS representation including audit assistance and debt settlement.
- QuickBooks specialists optimize accounting software for Lake County businesses.
- 24-hour business formation service with strategic entity selection guidance.
Services
Small Business Accounting
Our comprehensive accounting services help Lake County businesses maintain accurate financial records through monthly bookkeeping, financial statement preparation, and QuickBooks support. We ensure proper general ledger maintenance, bank reconciliations, and vendor/customer reporting to provide clear financial visibility. Our CPA-led team works closely with clients to develop customized accounting systems that streamline financial management processes.
Tax Preparation
We prepare accurate federal, state, and local tax returns for individuals and businesses while identifying eligible deductions and credits. Our team stays current with tax law changes to ensure compliance and optimal filing outcomes. Services include personal tax returns, business tax filings, and specialized returns for trusts, estates, and non-profit organizations.
Payroll Services
Our payroll solutions handle tax filings, W-2/W-3 preparation, and 1099 processing while ensuring compliance with federal and state regulations. We manage worker's compensation audits and unemployment claims to prevent penalties. Customized payroll systems save business owners time while maintaining accurate employee payment records.
QuickBooks Consulting
We help businesses maximize QuickBooks functionality through software selection, system setup, and ongoing technical support. Our specialists provide training and regular bookkeeping reviews to maintain accurate financial records. This service ensures businesses utilize the software effectively for day-to-day accounting operations.
New Business Advisory
We guide new businesses through entity selection, incorporation, and banking setup with 24-hour formation options. Our advisory services cover tax structure optimization, compliance requirements, and operational setup. We assist with selecting appropriate business states and maximizing tax advantages for new ventures.
People
Jorge Garcia-Montes Jr.
Founder/CPA
Licensed as one of Florida's youngest CPAs in 1982, Jorge brings expertise from Big 4 accounting firms and 18 years operating a $30M construction company. He holds Florida real estate broker credentials and combines technical accounting mastery with practical business experience to serve Lake County clients.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including monthly bookkeeping, financial reporting, QuickBooks support, and IRS compliance assistance tailored to Lake County small businesses.
How can you help with tax preparation?
Our CPA team prepares individual and business tax returns while identifying deductions to minimize tax liability, ensuring compliance with current federal and state regulations.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and ongoing support to help businesses optimize their accounting processes and maintain accurate financial records.
Can you assist with starting a new business?
We offer 24-hour business formation, entity selection guidance, and banking assistance to help new Lake County businesses establish proper legal and tax structures.
What payroll services are available?
Our payroll solutions include tax filings, W-2 processing, and compliance management to ensure timely employee payments and regulatory adherence.
Do you provide IRS representation?
Yes, we offer IRS audit assistance, debt settlement, and payment plan negotiations to help resolve tax issues for individuals and businesses.
