Helping you achieve your financial goals, one step at a time.
Our Mission
At Valerie J. Borrego, CPA, PC, we empower individuals and businesses to achieve financial success through personalized tax planning, compliance services, and insightful advice. We believe in building lasting relationships with our clients by understanding their unique goals and challenges.
Who We Are
Valerie J. Borrego, Certified Public Accountant (CPA), founded our firm with a vision of providing exceptional client service and tailored tax solutions. With decades of experience, Valerie has honed her skills in tax preparation, planning, and IRS audit representation. Her passion for helping clients achieve financial security is evident in her meticulous attention to detail, strategic mindset, and empathetic approach.
Our Expertise
Our services encompass a comprehensive range of tax-related areas, including:
Tax Preparation
- Comprehensive tax filing for individuals, businesses, partnerships, trusts, and non-profits
- Electronic filing for fast refund processing
- Deduction and credit maximization
- Payroll tax management
- Schedule C preparation for sole proprietorships
Tax Planning
- Development of personalized tax plans for individuals and businesses
- Optimization of income and expense management
- Retirement planning and investment strategies
- Succession planning and estate preservation
Advisory Services
- IRS audit representation and support
- Tax controversy resolution
- Compliance reviews and risk management
- New business formation and internal control development
Our Approach
We believe in a collaborative approach to client engagement. We take the time to listen to your concerns, understand your financial goals, and tailor our services to your specific needs. We provide regular updates, clear communication, and meticulous documentation to ensure transparency and peace of mind.
Clients Love Us
"Valerie's expertise and personalized approach have been invaluable to my business. She's helped me navigate complex tax issues and achieve significant savings." - Business Owner
"I appreciate Valerie's attention to detail and commitment to ensuring accuracy. She's always available to answer my questions and address my concerns." - Individual Client
Tax Services
Valerie, an accountant, has received numerous positive reviews for her exceptional services. Clients praise her professionalism, timeliness, and personal touch. Valerie's attention to detail and expertise have earned her an impeccable reputation.
Small Business Owners' Experiences
Small business owners, such as Vivian Fernandez, have utilized Valerie's services for over 12 years. She has consistently provided outstanding support, making her a trusted partner for their business needs.
Disappointment
However, Amanda Medina's experience was not as positive. She called to schedule a consultation, but Valerie's tone came across as burdensome, leading Amanda to reconsider. This single negative review stands out amidst the chorus of praise for Valerie's services.
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