Business Details
31 Years
experience
Your Trusted CPA Firm in Lake Mary for Accounting & Tax Services
Since 1995, Aga Cpa's & Advisors has been a trusted partner for accounting, tax, and financial advisory services in Lake Mary, Florida. Our team of certified professionals brings decades of combined experience to individuals and businesses across diverse industries, including healthcare, law, hospitality, and construction. We specialize in personalized financial planning, tax optimization, and strategic business advisory, ensuring clients maximize deductions, minimize liabilities, and achieve long-term financial goals. With bilingual services in English and Spanish, we prioritize accessibility and client advocacy, offering tailored solutions from business startup guidance to IRS representation.Our commitment to quality accounting empowers informed decision-making, fostering growth for entrepreneurs, small businesses, and self-employed individuals. By integrating tax planning with comprehensive accounting services, we help clients streamline operations, protect assets, and build profitable futures through customized service packages with year-round support.
Services
Tax Preparation
Retirement Planning
Payroll Services
IRS Representation
Business Valuation
Estate Planning
QuickBooks Setup
Non-Profit Advisory
Forensic Accounting
Tax Remediation
Details
- Year established: 1995
Highlights and features
- We have over 25 years of experience serving Lake Mary businesses since 1995.
- Our team offers bilingual (English/Spanish) accounting and tax services.
- We provide industry-specific expertise for healthcare, law firms, and hospitality.
- We create customized service packages with affordable monthly fees.
- We offer year-round access to accounting professionals for ongoing support.
What people say
Knowledgeable staff
Accurate tax preparation
Effective IRS representation
Personalized service
Bilingual support
Services
Tax Preparation
Our comprehensive tax preparation services maximize deductions and credits while ensuring compliance with federal, state, and local regulations. We handle individual, business, and nonprofit tax returns with meticulous attention to detail. Clients benefit from strategic tax planning that reduces liabilities and optimizes financial outcomes through year-round advisory support.
IRS Representation
We specialize in resolving IRS issues including audits, liens, levies, and wage garnishments. Our team negotiates payment plans, offers in compromise, and innocent spouse relief with discretion and expertise. Clients receive personalized strategies to address back taxes owed while protecting their financial interests through proven resolution methods.
Business Valuation
Our business valuation services determine accurate company worth for mergers, acquisitions, or succession planning. We analyze financial statements, market conditions, and industry benchmarks to provide defensible valuations. This service supports strategic decision-making for business owners seeking growth, transition, or exit strategies backed by detailed financial analysis.
Payroll Services
We manage complete payroll processing including tax filings, direct deposits, and compliance reporting. Our system ensures accurate employee payments and adherence to evolving tax regulations. Businesses benefit from streamlined payroll operations that reduce administrative burdens and minimize compliance risks through automated solutions.
Retirement Planning
Our retirement planning service creates personalized strategies for long-term financial security. We assess current assets, future goals, and risk tolerance to develop investment plans. Clients receive ongoing portfolio management and tax-efficient withdrawal strategies to maximize retirement income while minimizing tax implications through comprehensive financial modeling.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, business valuation, and CFO advisory services tailored to small businesses' needs with customizable packages.
How do you handle IRS tax problems?
Our team negotiates payment plans, resolves liens/levies, and files back taxes while protecting client interests through discreet, strategic IRS representation.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, troubleshooting, and optimization services to help businesses manage accounting efficiently using this software.
What industries do you specialize in?
We serve healthcare providers, law firms, hospitality businesses, construction companies, and nonprofit organizations with industry-specific accounting expertise.
Can you help with retirement planning?
Our retirement planning service creates personalized strategies for long-term financial security, including investment planning and tax-efficient withdrawal approaches.
Are your services available in languages other than English?
Yes, we offer full accounting and tax services in both English and Spanish to better serve our diverse client base.
