Business Details
29 Years
experience
Trusted Orlando CPA & Tax Services for Businesses and Individuals
Since 1997, CPA Accounting & Tax Services has provided personalized accounting and tax services to businesses and individuals in Orlando, Florida. Our firm combines over 25 years of experience with a commitment to client-focused solutions, specializing in tax planning, bookkeeping, and international tax compliance. We pride ourselves on transforming complex tax obligations into strategic opportunities for wealth preservation. Our team of certified professionals delivers tailored financial strategies, including IRS audit representation, payroll services, and business consulting.With a focus on accuracy and proactive planning, we help clients legally minimize tax liabilities while maintaining full compliance with evolving regulations. Our reputation for excellence is built on long-term client relationships and a dedication to staying at the forefront of industry developments.
Services
Tax Preparation
Bookkeeping
Business Consulting
Payroll Services
International Tax Services
IRS Audit Representation
Financial Forecasting
Cash Flow Analysis
Accounting Software Training
Estate Tax Preparation
Details
- Year established: 1997
Highlights and features
- We save clients an average of $100,000 annually in tax savings.
- Our team includes certified QuickBooks professionals and IRS-registered preparers.
- 25+ years of experience serving small to medium-sized businesses.
- Personalized tax strategies tailored to unique business needs.
- Proven expertise in international tax compliance and expat services.
Associations and certifications
- FDOT DBE
What people say
Knowledgeable staff
Excellent grasp of details
Maximizing refunds
Professional and personable
Trusted financial guidance
Services
Tax Preparation
Our certified professionals prepare federal, state, and local tax returns for individuals and businesses. We ensure compliance with current regulations while identifying deductions and credits to minimize liabilities. Our team specializes in complex returns for expats, investors, and small businesses.
Bookkeeping
We maintain accurate financial records using industry-leading software. Services include accounts payable/receivable management, bank reconciliations, and customized financial reporting. Our systems help businesses track cash flow and prepare for tax season efficiently.
Business Consulting
Our consultants provide strategic guidance on tax planning, cash flow management, and business growth. We help clients develop customized financial strategies to optimize profitability and long-term success through regular performance reviews and forecasting.
International Tax Services
We specialize in cross-border tax compliance for expatriates, foreign investors, and businesses. Services include FBAR filings, tax treaty analysis, and resolution of international tax disputes with expertise in expat tax obligations and reporting requirements.
IRS Audit Representation
Our team provides expert representation during IRS audits and collections. We negotiate offers in compromise, payment plans, and penalty abatements while ensuring proper documentation and compliance with audit procedures to protect client interests.
People
Sonia Narvaez
Owner
Certified Public Accountant with 25+ years of experience. Former Deloitte auditor. Specializes in tax strategy and business consulting. Graduated from University of Miami, top 10% of class.
Myriam Flores
Accountant/Office Manager
20+ years in accounting and taxation. Expert in Puerto Rico tax returns. Manages daily operations and client relations with bilingual (English/Spanish) capabilities.
Anthony Narvaez Hegert
Tax Preparer
IRS-registered tax preparer. Specializes in expat taxes and ITIN applications. Holds BS in Business Administration from Seminole State College. 7+ years of international tax experience.
Khaled Daoud
Firm Administrator
12+ years in inventory systems management. Oversees firm operations and client service coordination. Holds accounting degree from Alexandria University. Ensures seamless service delivery across departments.
Questions
What should I do if I receive an IRS notice?
Carefully read the notice, then contact our team immediately. We'll analyze the issue and guide you through the resolution process.
How can I check my tax refund status?
Use the IRS's 'Check Your Refund' tool with your SSN, filing status, and expected refund amount. We also provide direct assistance.
What records should I keep for tax purposes?
Maintain records for at least 3 years. We recommend keeping business records longer for audit preparedness and financial tracking.
Can I deduct home office expenses?
Yes, if used regularly and exclusively for business. We'll help calculate allowable deductions for space, utilities, and maintenance.
What's the difference between C and S corporations?
S corporations avoid double taxation. We'll help determine optimal structure based on your business needs and growth plans.
What are the penalties for early retirement withdrawals?
10% penalty plus taxes generally apply. Exceptions exist for specific circumstances like medical expenses or first-time home purchases.
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