Business Details
35 Years
experience
Trusted Accounting & Tax Services in Coral Springs
Founded in 1991, Blum & Blum CPA and Advisors has established itself as a trusted partner for accounting, tax, and financial advisory services in South Florida. Our team of experienced CPAs and professionals brings decades of combined expertise in accounting, controllership, financial reporting, and tax planning to serve individuals and businesses of all sizes. We pride ourselves on delivering personalized solutions that align with our clients' unique needs while maintaining the highest standards of professionalism and responsiveness.By combining the flexibility of a small firm with the technical depth of international accounting experience, we ensure each client receives tailored guidance that empowers informed financial decisions. Our commitment to continuous education and staying ahead of evolving tax regulations allows us to provide forward-thinking strategies that maximize after-tax income and support long-term financial goals.
Services
Tax Preparation
Business Accounting
IRS Audit Representation
Financial Planning
Bookkeeping
Payroll Services
Tax Problem Resolution
Estate Planning
Controller Services
QuickBooks Support
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience serving South Florida clients.
- Our team includes CPAs with multinational and corporate finance expertise.
- We offer personalized tax strategies tailored to individual and business needs.
- Our IRS audit representation ensures comprehensive problem resolution.
- We provide proactive financial planning with a focus on long-term client success.
What people say
Highly recommended
Extremely knowledgeable
Great communication
Proactive planning
Trustworthy advisors
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in complex tax situations, maximizing deductions while maintaining compliance with evolving regulations. Our team provides strategic tax planning to minimize liabilities and optimize financial outcomes.
IRS Audit Representation
We offer expert IRS audit defense services that protect taxpayer rights and interests. Our specialists handle all communication with tax authorities, resolve discrepancies, and negotiate settlements while clients avoid direct involvement in the audit process.
Business Accounting
Our business accounting solutions cover financial reporting, payroll management, and controller services. We help companies maintain accurate books, improve financial processes, and make data-driven decisions to enhance profitability and operational efficiency.
Financial Planning
We develop personalized financial plans that address retirement strategies, college funding, estate planning, and investment optimization. Our approach focuses on creating sustainable wealth preservation strategies tailored to individual client goals and risk tolerance levels.
Bookkeeping
Our bookkeeping services include QuickBooks setup, transaction recording, and financial statement preparation. We ensure accurate financial records through systematic tracking of revenues, expenses, and account reconciliations for businesses of all sizes.
People
Alfonso Guerra
Managing Partner
Certified Public Accountant with 20 years' experience from Florida International University and MBA in Corporate Finance. Acquired Blum & Blum in 2017, bringing multinational expertise from Panasonic and United HealthCare.
Garry Pottruck
Senior Tax Advisor
CPA licensed in Florida and Missouri with 40+ years' experience in public accounting and private industry. Specializes in physician practice accounting and small business taxation, joined Blum & Blum in 2010.
Joyce Carbo
Lead Accountant
10+ years' experience in government and corporate accounting with Florida International University degree. Expertise in international accounting standards and financial controls for multinational corporations.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including payroll processing, financial statement preparation, cash flow management, and bank financing assistance to help businesses maintain accurate financial records.
How can you help with IRS tax problems?
Our firm specializes in IRS audit representation, back taxes resolution, and tax lien/levy removal through proven strategies that protect client interests while ensuring compliance with all tax regulations.
Do you offer virtual accounting services?
Yes, we provide secure online tax filing, digital document sharing, and remote financial consultations using encrypted portals to serve clients nationwide regardless of location.
What sets your firm apart from other accounting services?
Our unique combination of multinational experience, personalized approach, and proactive financial strategies distinguishes us as advisors who deliver both technical expertise and strategic business guidance.
Can you assist with business succession planning?
We develop comprehensive succession plans for family businesses including ownership transition strategies, tax implications analysis, and financial framework preservation to ensure long-term business continuity.
