Business Details
13 Years
experience
Your Trusted Partner for Accounting Solutions
Herman P Ortiz, CPA PC has provided comprehensive accounting, tax, and financial services since 2013, serving individuals, startups, and small to mid-sized businesses across diverse industries. Our team of certified professionals prioritizes personalized attention, combining technical expertise with a client-focused approach to address complex financial challenges. With specialized experience in tax resolution, payroll services, forensic accounting, and multi-state compliance, we serve Melville, Suffolk County, Nassau County, Manhattan, and nationwide.Our firm maintains certifications as a New York State CPA practice, Certified Minority-Owned Business, and participant in the SBA 8(a) program. We emphasize transparency, continuing education, and technology-driven solutions to deliver reliable, ethical services tailored to each client's unique needs.
Services
Tax Preparation
Payroll Services
Estate Planning
IRS Resolution
Forensic Accounting
Nonprofit Services
Audit Services
Bookkeeping
Tax Consulting
IRS Audit Representation
Details
- Year established: 2013
Highlights and features
- Over 10 years of experience in accounting and tax resolution services
- Certified professionals with specialized expertise in multi-state compliance
- Bilingual English/Spanish support for diverse client needs
- Personalized service with no 'cookie-cutter' solutions
- Certified Minority-Owned Business with SBA 8(a) program participation
Associations and certifications
- New York State Certified Public Accounting Firm
- US Small Business Administration 8(a) business development program
- Certified Minority Owned Business (NY State, NYC, Port Authority)
- IRS Certified Acceptance Agent
- New York State Society of CPAs
- American Institute of CPAs
What people say
Professional and responsive
Extremely knowledgeable
Transparent communication
Stellar customer service
Proven expertise
Services
Tax Preparation
Our tax preparation services ensure accurate, timely filing for individuals and businesses. We handle complex returns, multi-state requirements, and specialized industry needs while maximizing deductions. Our certified professionals stay current with evolving tax codes to maintain compliance and optimize financial outcomes for clients across construction, real estate, healthcare, and professional services sectors.
Payroll Services
We provide comprehensive payroll solutions including tax reporting, direct deposits, and regulatory compliance. Our services cover W-2 processing, certified payroll reports, and government audit preparation. Businesses benefit from reduced administrative burdens while maintaining accurate records for federal, state, and local requirements through our secure, customized processing options.
Estate Planning
Our estate and trust services include tax preparation, bookkeeping, and strategic planning for asset distribution. We assist with grantor trust management, capital gains tax minimization, and multi-generational wealth transfer. The team provides home visits for elderly clients and prepares all necessary IRS filings including Forms 1041 and 706 while ensuring compliance with evolving estate tax regulations.
IRS Resolution
We specialize in resolving IRS issues including audits, liens, levies, and back taxes. Our services cover Offer in Compromise negotiations, payment plan establishment, and innocent spouse relief applications. The firm handles all IRS communications while developing tailored strategies to reduce tax debt, stop wage garnishments, and restore financial stability for individuals and businesses.
Business Accounting
Our business accounting services include audits, reviews, compilations, and financial statement preparation. We offer forensic accounting, internal control implementation, and new business formation guidance. The firm supports construction, real estate, nonprofit, and professional service firms with industry-specific solutions including multi-state tax compliance and QuickBooks integration for improved financial management.
People
Herman P. Ortiz
Partner/CPA
Certified Public Accountant with 18+ years of experience. SUNY Buffalo graduate (2006) and IRS Certified Acceptance Agent. Specializes in auditing, tax resolution, and forensic accounting. Leads client consultations and strategic planning while maintaining 24+ annual CPE credits.
Anthony L. Ortiz
Senior Accountant
Senior accountant with 10+ years of experience. Handles payroll, tax compliance, and forensic accounting engagements. IRS Certified Acceptance Agent pursuing CPA certification. Manages small business accounting and provides QuickBooks expertise while completing 24+ annual CPE credits.
Emelym Gomez
Administrative Assistant/Accountant
Bilingual administrative assistant with accounting degree from Farmingdale State College. Manages document workflow, bookkeeping, and client communications. Certified QuickBooks ProAdvisor with expertise in CFS, Excel, and digital signature platforms to support efficient accounting operations.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll processing, financial statements, audits, forensic accounting, and business consulting. Our services include QuickBooks integration, internal controls implementation, and industry-specific solutions for construction, real estate, and professional services firms.
How do you handle multi-state tax compliance?
Our firm prepares federal, state, and local tax returns for businesses operating in multiple jurisdictions. We handle complex filings for clients conducting business across New York, New Jersey, Connecticut, Pennsylvania, and nationwide with expertise in state-specific regulations.
Can you help with IRS tax debt problems?
Yes, we specialize in IRS resolution services including Offer in Compromise negotiations, payment plans, lien/levy releases, and audit representation. Our team handles all IRS communications to develop customized debt reduction strategies for individuals and businesses.
Do you offer payroll processing options?
We provide comprehensive payroll services with direct deposit, tax reporting, and compliance documentation. Our solutions include certified payroll reports, workers' compensation audits, and after-the-fact payroll processing with flexible options tailored to business size and complexity.
Are your services available remotely?
Yes, we offer virtual consultations, digital document sharing, and online payment options. Our team uses secure video conferencing and electronic signature platforms to provide full-service accounting support without requiring in-person visits.
What industries do you specialize in?
We serve construction companies, real estate professionals, nonprofits, healthcare providers, attorneys, and professional service firms. Our team has specialized experience with government contractors and businesses requiring compliance with NY State and federal regulations.
