At Herman P Ortiz, CPA PC, we understand that managing your finances can be overwhelming. That's why we're dedicated to providing personalized accounting and tax services to individuals and businesses in the community. Our team of experienced professionals is committed to delivering exceptional service, ensuring that our clients receive the expert guidance they need to achieve their financial goals.
Our Services
We offer a wide range of services to meet the unique needs of our clients. For individuals, we provide personal financial planning, elder care, and estate planning to ensure that your wealth is preserved and passed down to future generations. We also offer tax services, including tax preparation, planning, and resolution for those with tax issues. Our team of experts will work with you to identify deductions and credits to which you are entitled, ensuring you receive the maximum refund.
For businesses, we provide small business accounting, payroll services, and part-time CFO services to help you manage your finances and make informed decisions. Our services also include audits, reviews, and compilations, as well as forensic accounting, bank financing, and business valuation. We can even assist with new business formations and provide tax services to help you navigate the complexities of business tax.
What Sets Us Apart
At Herman P Ortiz, CPA PC, we pride ourselves on our commitment to exceptional service. Our team is dedicated to responding to client inquiries within 2 business days or sooner. We believe in taking the time to understand our clients' specific needs and goals, asking the right questions, and delivering personalized solutions. We utilize the latest technology, including QuickBooks, to stay ahead of the curve and provide our clients with the most efficient and cost-effective solutions.
Expert Guidance and Support
Our team of experienced professionals is passionate about helping individuals and businesses thrive. We believe in building long-term relationships, founded on trust, openness, and expertise. Whether you're seeking financial planning, tax services, or business consulting, we are here to guide you every step of the way.
Our Commitment to Excellence
At Herman P Ortiz, CPA PC, we strive for excellence in everything we do. We believe in staying up-to-date with the latest changes in tax laws and regulations, ensuring that our clients receive the expertise they need to succeed. We are committed to delivering exceptional service, providing timely and accurate responses to client inquiries, and offering personalized solutions to meet the unique needs of our clients.
Contact Us
We invite you to explore our website to learn more about our services and expertise. If you have any questions or would like to schedule a consultation, please do not hesitate to contact us. We look forward to serving you and helping you achieve your financial goals.
Professional Services
Herman P Ortiz CPA PC provides exceptional professional services in accounting, tax, and advisory skills. The company's professionals, including Herman P Ortiz, demonstrate expertise in handling complex tax issues, financial planning, and business consulting. They have successfully helped numerous clients navigate tax audits, secure loan approvals, and manage financial statements.
Client Testimonials
Clients praise the company's professionalism, responsiveness, and knowledge. Several reviewers have had exceptional experiences, with one mentioning Herman's ability to "make any process super simple!" Another praised the team's "extensive knowledge" and "beautiful voice" when explaining financial statements in Spanish. Clients have used Herman's services for various purposes, including tax preparation, financial advice, loan preparation, and bankruptcy assistance.
Negative Review
One reviewer had a subpar experience, reporting a "worst professional experience" with Herman P Ortiz CPA for not providing tangible deliverables and burning through their retainer without justifying the costs.
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