YEAR-ROUND ACCOUNTING, TAX, AND ADVISORY SERVICES IN MIAMI, FL
Keep more of what you earn.
When it comes to your business,
you don’t want to leave money on the table.
But spotting problem areas is tough, especially if the only time your books get analyzed is during tax season. So, if you’re like most owners, you worry about what’s flying under the radar.
The truth is, accounting shouldn’t just be tasks checked off a list; it should be a source of truth—an indicator of financial wellness—whenever you need it.
Hi, I’m Edgar Gomez.
As a CPA, I’ve worked with hundreds of businesses in and around Miami, FL over the last two decades, so I know the tax-season drill.
Most CPAs’ phones start ringing somewhere around mid-January, and the requests only get more urgent the closer they get to Tax Day. Their clients may want a cleanup of their books before taxes are filed, but there’s no time for a truly thorough review. That’s why we operate differently.
Here’s what that means for you.
Clean books.
We meticulously manage your bookkeeping so your statements are accurate and we both know where you stand—always.
Tax strategy.
With crisp data and a deep understanding of your work, we can get really smart about tax savings while preventing tax issues.
Informed guidance.
We’ll connect as needed to review progress, scour for opportunities, and troubleshoot roadblocks.
Nicholas Ortiz
Edgar and his team are knowledgeable, reliable, and easy to work with. They have afforded us peace of mind on the accounting side of the construction firm so we can focus on doing our best work in the field. I have and will continue to recommend Gomez CPAs for any accounting needs.
Maria lopez
Edgar is very knowledgeable, easy to get along with, very professional, and accessible.
For many years we have been looking for a firm that checked all the boxes and we finally found it. Edgar was able to explained everything in detail and made the whole process easy, provided us with a piece of mind that are taxes were finally being handled by someone capable and reliable. He was accessible to answer our questions on time and walked us through the process in every meeting and kept us updated each step of the way.
Barbara Santana
Edgar is very professional and very helpful. I would highly recommend him for all your business accounting necessities. It is very hard to find an accountant you can trust and that knows what he is doing. I definitely trust Edgar.
Jaime Hooker
What a remarkable tax resolution and audit protection service provided by the team at E. Gomez CPA LLC! They effectively resolved a challenging $12K tax notice for us, dedicating countless hours over several months to the resolution process. What’s even more impressive is that this exceptional service didn’t cost us anything extra, as the tax return preparation fee already includes tax resolution and audit protection. Their dedication and expertise truly shine through in their commitment to resolving our tax issues seamlessly and affordably.
You’re probably still wondering…
Who is your ideal client?
We focus on partnering with business owners who are committed to continuous improvement, require more than basic bookkeeping or tax services, and seek professional advice for making smarter decisions. We particularly enjoy working with small businesses in Miami, including construction contractors, freight & trucking companies, and wholesale distributors.
Do you serve clients virtually?
Yes! In fact, we operate entirely in a virtual environment, leveraging online platforms to provide a seamless experience with the utmost diligence and confidentiality.
Can we work together if I already have a bookkeeper or I manage the bookkeeping in-house?
Probably! During our call, we will define the scope of the services you need to support your business and then develop a custom package for you.
Do you offer payroll services?
No, we don’t provide payroll services ourselves, but as an ADP Accountant Partner, we can offer discounts for their payroll platform. You also have the flexibility to choose your preferred payroll company. Don't worry; we will answer questions and work alongside you to get everything related to payroll set up and integrated with our processes.
Do you offer accounts receivable and bill payment services?
No, we don’t provide outsourcing services for paying bills or invoicing customers on behalf of our clients. This is something we can set you up to handle in-house, if you're not already. We do provide ongoing technical support in Quickbooks for these tasks.
Are the financial reports you prepare compiled, reviewed, or audited?
The financial reports in our accounting packages are deemed “prepared” financial statements. However, we offer compilations and reviewed financials, but only for our monthly clients and not as a standalone service. Please note that we do not offer audited financial statements.
How is the monthly fee determined and billed?
The monthly fee is determined based on the scope and complexity of the services required. The fee is automatically withdrawn from your account the 1st day of the month to cover the services for the current month. Packages start at $800/month.
Are there any additional fees I should be aware of?
No, there are no additional fees. However, if there is an out-of-scope service that was not included in the original proposal, we will notify you and discuss the pricing before performing such services.
What happens if my business grows or I need to cancel?
If your business grows and the scope of services increases, we will reanalyze the services outlined in your proposal to realign the pricing accordingly. You can cancel the services at any time, but the fees already paid are considered non-refundable.
How do you ensure the security of my financial data and provide me access to it?
Our CPA firm ensures the security of your financial data with our client portal called Taxdome. Utilizing advanced encryption and secure data centers, your information is protected during transmission and storage. With features like multi-factor authentication and regular security audits, only authorized users can access your data.
What software or tools do you use for accounting and financial reporting?
We use Quickbooks and Keeper as the main accounting and reporting software tools for our accounting services.
How accessible will my accountant be for questions throughout the month?
You will be assigned a dedicated account manager who can be reached via a direct phone line. Additionally, through our client portal, you can send chat messages for quick communication. We strive to be available at all times during business hours.
Allow us to introduce ourselves.
Edgar Gomez, CPA
Founder, Owner, and Lead Advisor
Gloria De La Hoz
Tax & Accounting Associate and Professional Accountant
Alex Bahamonde
Client Service Manager and CPA Candidate
Christine Lugo, Esq.
Of Counsel and Attorney
