Business Details
Trusted Tax Planning & Accounting Services
At Perez Goree & Associates, we approach tax planning as a deeply personal and strategic process. With over three decades of combined experience, our team specializes in designing integrated tax plans that align with clients' core values, financial goals, and life stages. We focus on entity structure optimization, income shifting, loophole utilization, and investment strategies to maximize tax savings while maintaining compliance.Our virtual CPA practice serves clients nationwide, offering tailored solutions for high-net-worth individuals and businesses across diverse industries including real estate, healthcare, and technology. We prioritize authentic relationships and only engage with clients when we can demonstrably save them $15,000 or more annually through proven tax strategies.
Services
Tax Planning
Cost Segregation
Cryptocurrency Tax Services
Tax Preparation
Bookkeeping
Entity Structuring
Financial Reporting
Tax Analysis
Highlights and features
- We guarantee minimum $15,000 annual tax savings or no engagement
- Specialize in real estate-specific tax strategies including cost segregation
- Offer virtual CPA services with nationwide client support
- Combine 30+ years of accounting experience with cutting-edge tax code knowledge
- Provide documented tax strategies citing IRS code and court precedents
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Tax Coach
What people say
Significant tax savings
Expertise in cost segregation
Personalized approach
Virtual convenience
Services
Tax Planning
Our comprehensive tax planning services focus on long-term financial alignment through entity structure optimization, income shifting, and loophole utilization. We create customized plans that integrate with clients' personal values and business objectives while ensuring compliance with current tax codes. Our approach emphasizes proactive planning rather than reactive compliance.
Cost Segregation
We specialize in cost segregation studies that reclassify building components into shorter depreciation categories. This service applies to commercial properties and residential rentals with over $150,000 basis, typically generating 5% net present value savings through accelerated depreciation schedules and increased cash flow.
Cryptocurrency Tax Services
Our cryptocurrency tax services address complex virtual currency transactions including trading, mining, and exchanges. We prepare current filings, amend past returns, and resolve IRS issues while ensuring compliance with evolving cryptocurrency tax regulations. Our team stays current with IRS guidelines for digital asset reporting.
Bookkeeping
We provide cloud-based bookkeeping solutions using QuickBooks Online, Xero, and Zoho Books. Our services include real-time financial reporting, payroll processing, and budgeting support to help business owners make informed operational decisions while maintaining accurate tax documentation.
Tax Preparation
Our tax preparation services combine strategic planning with accurate filing using advanced e-filing software. We focus on maximizing deductions and credits while maintaining compliance. Services include document review, tax code analysis, and secure client portal communication for efficient return processing.
People
Perez Goree
Founder & CEO
Certified Public Accountant with 30+ years experience across real estate, healthcare, and technology sectors. Holds CPA and Certified Tax Coach credentials. Developed strategic tax planning methodologies implemented nationwide.
Questions
What tax savings can I expect from your services?
We guarantee minimum $15,000 annual savings through strategic planning. Savings vary by situation but typically come from depreciation optimization, entity restructuring, and compliance strategies.
Do you work with out-of-state clients?
Yes, we operate virtually nationwide. Our cloud-based platform supports clients in all 50 states through secure portals, video conferencing, and phone consultations.
How do cost segregation studies work?
We analyze building components to reclassify them into shorter depreciation categories. This creates accelerated deductions that reduce taxable income while maintaining IRS compliance for commercial and residential properties.
What industries do you specialize in?
We focus on real estate investors, medical professionals, technology companies, and high-net-worth individuals. Our expertise includes specialized tax strategies for these sectors.
How are cryptocurrency taxes handled?
We prepare current filings, amend past returns, and resolve IRS issues related to digital assets. Our services ensure compliance with evolving cryptocurrency tax regulations while maximizing available deductions.
What virtual services do you offer?
Our virtual services include tax planning, return preparation, bookkeeping, and financial reporting through secure portals. We use encrypted communication for all client interactions nationwide.
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