Business Details
Expert Accounting and Tax Services in Orlando
Founded to provide comprehensive financial solutions, Ana Echeverri & Associates & Associates specializes in accounting, payroll, and tax services for individuals and small businesses in Orlando, Florida. Our team, led by Ana Echeverri & Associates, an Enrolled Agent with bilingual expertise, combines over five years of experience with a commitment to staying ahead of evolving tax regulations. We prioritize client success by offering personalized support, including IRS representation, QuickBooks training, and strategic bookkeeping to enhance profitability.Our certifications, including the QuickBooks ProAdvisor designation, ensure tailored solutions for diverse industries, including nonprofit organizations. Client testimonials highlight our ethical standards, prompt service, and ability to simplify complex financial processes. We focus on building long-term relationships by delivering accurate, timely advice that empowers clients to achieve their financial goals.
Services
Payroll
Bookkeeping
Tax Preparation
IRS Representation
QuickBooks Training
New Business Setup
Tax Review
ITIN Application
Highlights and features
- We offer bilingual expertise in English and Spanish for seamless communication.
- Our team provides IRS representation and specialized tax strategy planning.
- QuickBooks ProAdvisor certification ensures expert bookkeeping system optimization.
- Over 5 years of proven experience serving Orlando businesses and individuals.
- Client-focused approach combining ethical standards with personalized financial guidance.
Associations and certifications
- Enrolled Agent (IRS)
- QuickBooks ProAdvisor
What people say
Ethical work
Excellent service
True professional
Prompt response
Dedication and honesty
Services
Tax Preparation
We prepare comprehensive individual and business tax returns, ensuring compliance with IRS regulations and maximizing eligible deductions and credits. Our team stays current with tax code changes to optimize refunds and minimize liabilities. Clients receive strategic guidance for year-round financial planning.
IRS Representation
Our Enrolled Agent provides direct IRS representation for audits, collections, or disputes, leveraging specialized expertise to resolve issues efficiently. We ensure accurate documentation and advocate for favorable outcomes while maintaining compliance with tax laws and deadlines.
QuickBooks Training
We help businesses master QuickBooks Online and Desktop through customized training, streamlining chart of accounts and transaction management. Our solutions improve financial visibility, reduce errors, and empower clients to make data-driven business decisions confidently.
Bookkeeping
Our systematic bookkeeping services maintain accurate day-to-day financial records, including accounts payable/receivable, bank reconciliations, and financial statements. We implement tailored systems to enhance operational efficiency and provide clear insights into business performance.
New Business Setup
We guide new businesses through entity selection, state/federal registration, and tax ID acquisition. Our services include setting up accounting systems, sales tax permits, and initial financial strategies to establish a strong foundation for long-term success.
People
Ana M. Echeverri
Founder/Accountant
Ana Echeverri & Associates holds an MBA in Finance and is an IRS-licensed Enrolled Agent. With over five years of experience, she specializes in tax strategy, IRS representation, and QuickBooks optimization for small businesses and individuals in Orlando.
Questions
What accounting services do you offer for small businesses?
We provide payroll, bookkeeping, tax preparation, New Business Setup, IRS representation, QuickBooks training, and financial strategy consulting tailored to small businesses.
Can you help with IRS audit representation?
Yes, as an Enrolled Agent, Ana Echeverri provides direct IRS representation for audits, collections, or compliance issues, ensuring professional resolution of tax matters.
Do you offer QuickBooks support for businesses?
We offer QuickBooks Online/Desktop setup, training, and optimization services to streamline accounting processes and improve financial management for businesses.
What tax services are available for individuals?
We prepare individual tax returns, conduct prior-year tax reviews, assist with ITIN applications, and provide guidance on maximizing deductions and credits for W-2 or 1099 filers.
How can I schedule a consultation?
Use our online booking system or contact us at 407-601-3157 during business hours (Mon-Fri, 9AM-5PM) to schedule a consultation at our Orlando office.
Do you work with out-of-state clients?
Yes, while based in Orlando, we serve clients across multiple states with virtual consultations and remote accounting solutions tailored to their needs.
