Keeping you on track, one financial step at a time.
At Denise A Ortiz, CPA, we pride ourselves on being a trusted and reliable accounting and tax preparation firm. Our company specializes in providing comprehensive accounting and tax services to individuals and businesses alike. Our team of experts is dedicated to helping our clients achieve their financial goals and navigate the complexities of tax laws and regulations.
Our Services
At Denise A Ortiz, CPA, we offer a wide range of services to ensure that our clients receive the personalized attention they deserve. Our services include:
Tax Planning
Our experienced team offers long-term, annual, and mid-year tax planning and tax forecasting services to help our clients make informed financial decisions.
Financial Statements
We provide accurate and timely financial statements, including monthly, quarterly, and year-end balance sheets and operating statements, for a broad range of small business clients.
Business Tax Returns
We prepare a variety of small business tax returns each year, ensuring that our clients are in compliance with tax laws and regulations.
Bookkeeping
Our experienced team offers complete bookkeeping services for small businesses, providing accurate and timely financial records.
Financial Planning
We offer full-service financial planning for individuals, helping them set and achieve their financial goals.
Business Valuations
Our team of experts helps establish the proper value of small businesses, providing our clients with the information they need to make informed decisions.
Our Online Office
Our Online Office brings financial services directly into your home or business, enabling you to actively participate in your financial management. With our online office, you can:
- Use our Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
- Review the Client Newsletter to stay up-to-date on tax and accounting news.
- Review Tax and Financial Topics of Interest in the Additional Pages section of our site.
Client Focused
At Denise A Ortiz, CPA, we understand that every client has unique financial goals and needs. That's why we're committed to providing personalized attention and tailored solutions to help you achieve your financial objectives. We're dedicated to keeping you informed and up-to-date on the latest tax laws and regulations, ensuring that you stay ahead of the curve.
Contact Us
Please feel free to contact us at any time with any questions, suggestions, or feedback. We're here to help you achieve your financial goals and are committed to providing you with the highest level of service and expertise.
