Business Details
14 Years
experience
Trusted CPA Services for Business Leaders & Entrepreneurs in Miami
JG CPA & Advisory is a strategic financial partner dedicated to empowering business leaders, entrepreneurs, and investors. With over a decade of combined experience, our team of CPAs, tax strategists, and financial advisors delivers personalized solutions tailored to complex financial landscapes. We specialize in tax optimization, accounting, fractional CFO services, and financial advisory, leveraging cutting-edge technology to streamline processes and maximize client value. Our mission is to simplify financial complexities, unlock growth opportunities, and provide actionable insights that align with long-term goals.Recognized for our expertise in navigating intricate tax laws and financial strategies, we prioritize client-centric service, ensuring transparency, compliance, and sustained success. Our proven track record includes transforming financial operations for diverse clients, from startups to high-earning professionals, while maintaining a commitment to innovation and excellence.
Services
Tax Preparation
Accounting
Fractional CFO
Financial Advisory
Bookkeeping
Details
- Year established: 2012
Highlights and features
- We offer over a decade of proven results in tax and financial advisory.
- Our team includes expert CPAs with experience at Fortune 500 companies.
- We implement personalized tax strategies aligned with 3-10 year goals.
- We leverage best-in-class technology for data-driven financial insights.
- Our clients report significant tax savings and increased cash flow.
What people say
Tax savings
Increased cash flow
Strategic guidance
Personalized service
Compliance confidence
Services
Tax Preparation
Our tax preparation services combine compliance with strategic optimization. We analyze individual and business tax returns to identify savings opportunities while ensuring adherence to federal and state regulations. Our team specializes in complex scenarios, including international tax filings, equity compensation, and entity selection. Clients benefit from accurate filings, proactive planning, and expert representation during audits.
Fractional CFO
Fractional CFO services deliver executive-level financial leadership without full-time costs. We focus on cash flow optimization, forecasting, and strategic decision-making for growing businesses. Our approach includes KPI development, capital allocation, and M&A advisory. Clients gain data-driven insights to improve profitability and long-term value.
Accounting
We provide cloud-based accounting and bookkeeping solutions tailored to business needs. Services include monthly reporting, payroll integration, and financial statement preparation. Our systems ensure real-time visibility into financial health, enabling informed decisions. We cater to businesses from $300k to $50M in revenue.
Financial Advisory
Our advisory services address transaction planning, business transformation, and operational efficiency. We assist with mergers, acquisitions, and tax-optimized exit strategies. Clients receive customized guidance to enhance valuation, streamline operations, and achieve strategic objectives through comprehensive analysis.
Tax Advisory
Proactive tax advisory services minimize liabilities while aligning with long-term goals. We specialize in entity structuring, depreciation strategies, and international compliance. Continuous monitoring ensures adaptation to legislative changes, maximizing savings for individuals and businesses throughout the tax year.
People
Johan Garcia
Founder & CEO
Johan Garcia, CPA, MST, leads JG CPA & Advisory with over a decade of experience in tax strategy and financial advisory. Formerly a lead tax strategist at a Fortune 500 firm, he specializes in complex tax rules and serves diverse industries. His expertise drives client success through innovative planning and strategic partnerships.
Questions
What types of clients do you serve?
We specialize in serving business leaders, entrepreneurs, and investors requiring strategic tax planning and financial advisory services.
How does client communication work?
We use virtual communication and respond to emails within 24-48 hours for a seamless client experience.
What are your fee structures?
Fees are transparent and based on service complexity, with monthly or annual packages available.
When is tax advisory beneficial?
Tax advisory is valuable at any financial stage to optimize outcomes and retain more earnings.
Do you work with international clients?
Yes, we provide U.S. tax compliance services for foreign individuals and entities.
What accounting software do you use?
We primarily utilize QuickBooks Online for client accounting systems.
