Call Now
Website
Call
Business Details
11 Years
experience
Expert Accounting & Tax Services in Florida
At CPA Tax Accountant, we prioritize the meticulous management of your financial needs while delivering the value, knowledge, and expertise of our profession. Established in October 2015 by Dr. Carlos G. Colon, a Certified Public Accountant with over 30 years of experience in public accounting across Puerto Rico and the United States, our firm is built on a foundation of academic excellence and practical expertise. Our team includes academically prepared accounting professionals specializing in federal taxes and audits, ensuring comprehensive support for our clients. We are committed to helping businesses achieve their goals by providing specialized services at reasonable costs, with a focus on minimizing tax liabilities and maximizing profitability. Our services span tax planning, accounting, assurance, and attestation, tailored to meet the unique needs of individuals, estates, and businesses of all sizes.

By outsourcing your accounting needs to us, you can concentrate on core operations while benefiting from cost-effective, expert-driven solutions. Our mission reflects our dedication to client success, supported by our founders extensive credentials, including a Doctor in Business Administration, Masters in Federal Taxation, and certifications as a Chartered Global Management Accountant. We maintain affiliations with prestigious organizations such as the American Institute of Certified Public Accountants and the Chartered Institute of Management Accountants, underscoring our commitment to professional standards. Our approach combines personalized service with a deep understanding of financial regulations, ensuring clients receive actionable insights and reliable guidance. With decades of combined experience, we strive to be a trusted partner in navigating complex financial landscapes.
Services
Tax Services Accounting Services Assurance & Attestation Payroll Services Financial Consulting
Details
  • Year established: 2015
Highlights and features
  • We offer 30+ years of combined experience in public accounting.
  • Our team includes certified CPAs and Chartered Global Management Accountants.
  • We provide personalized, cost-effective financial solutions.
  • Our services are tailored to minimize tax liabilities and maximize profitability.
  • We maintain affiliations with leading professional accounting organizations.
Associations and certifications
  • American Institute of Certified Public Accountants
  • Chartered Institute of Management Accountants
Services
Tax Services
We provide comprehensive tax services for individuals, estates, and businesses, including tax authority representation, planning, and return preparation. Our expertise minimizes liabilities while identifying opportunities aligned with your business scenario. Clients benefit from proactive strategies tailored to federal and state regulations.
Accounting Services
Our accounting services include transaction recording, bank reconciliations, monthly reports, and payroll setup. We ensure accurate financial records and forecasting to support informed decision-making. Customized systems for new businesses enhance operational efficiency and compliance.
Assurance & Attestation
We prepare GAAP-compliant financial statements for banks and investors, alongside internal managerial reports. Our attestation services identify solutions to improve profitability and efficiency, including audits, reviews, and agreed-upon procedures for third-party assurance.
Payroll Services
We offer computerized payroll services to streamline employee compensation and tax compliance. Our solutions ensure accurate wage distribution, tax filings, and adherence to labor regulations, reducing administrative burdens for businesses.
Financial Consulting
Our consulting services address specialized financial needs, including strategic planning and operational analysis. We deliver actionable insights to enhance profitability, supported by decades of expertise in tax and accounting advisory.
People
Carlos G. Colon
Founder & CPA
Dr. Carlos G. Colon is a CPA with 30+ years of experience, holding a DBA in Management and certifications as a Chartered Global Management Accountant. He founded CPA Tax Accountant LLC in 2015 after a career in public accounting and academia.
Axel R. Santos
Accounting Professional
Axel R. Santos specializes in federal taxation, with an MBA in Taxation and 15+ years of public accounting experience. He contributes expertise in tax compliance and strategic financial planning for businesses.
Rosa Ortiz
Accounting Professional
Rosa Ortiz brings 25+ years of public accounting experience, combining an MBA in Accounting with industrial engineering expertise to deliver operational and financial insights for client success.
Questions
What accounting services do you offer?
We provide tax planning, financial reporting, payroll processing, audits, and business advisory services tailored to individual and business needs.
How can you help minimize tax liabilities?
Our team uses strategic tax planning and structuring to reduce current and future tax obligations while ensuring compliance with federal and state regulations.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) and Chartered Global Management Accountants with decades of combined experience.
Do you serve businesses outside Florida?
While based in Florida, we serve clients in Puerto Rico and other regions through remote collaboration and digital tools.