About Us
Virtual CPA Firm for Miami Businesses
- Personalized services
- Select number of clients
- Dedicated attention and support
Who we are
We are a boutique virtual CPA firm in Miami that provides personalized services to a select number of clients, ensuring dedicated attention and support. Our commitment is to understand each client’s unique needs and deliver integrated solutions that lower their taxes and simplify their accounting.
Edgar Gomez, CPA
- Certified Public Accountant (CPA Florida)
- MS, Taxation - Florida International University
- MBA, Finance - Florida International University
- BBA, Accounting - University of Puerto Rico
Edgar Gomez, CPA, MST, MBA brings over two decades of extensive expertise in tax, accounting, and advisory services. Beginning his journey as an auditor within a prestigious Big 4 CPA firm, he honed his skills and knowledge in financial scrutiny and compliance. Transitioning to roles within diverse accounting firms, Edgar consistently delivered top-tier tax and accounting solutions to clients across different industries.
His trajectory led him to the private sector, where he assumed the pivotal role of corporate controller for a publicly traded company. In this capacity, he navigated complex financial landscapes, ensuring regulatory compliance and fostering fiscal transparency. Inspired by his rich experiences, Edgar ventured to establish his own CPA firm, driven by a commitment to excellence and client-centric solutions.
Gloria De La Hoz
Tax & Accounting Associate
Professional Accountant
Alex Bahamonde
Client Service Manager
CPA Candidate
Christine Lugo, Esq.
Of Counsel
Attorney
What We Do
- Tax-reduction planning
- Accounting & bookkeeping
- Advisory for business owners
Our primary objective is to optimize tax strategies while ensuring compliance with relevant regulations. Through meticulous analysis of financial records and tax laws, we identify opportunities for tax reduction and implement effective strategies to minimize tax liabilities. Additionally, we streamline accounting processes by leveraging cutting-edge technology and efficient methodologies, allowing our clients to focus on their core business activities.
How we work
- Fully virtually
- Proactively as a team
- Diligently & confidently
We operate entirely in a virtual environment, leveraging online platforms to provide a seamless experience. This virtual setup fosters proactive collaboration, effectively mitigating the risk of costly mistakes and decisions for our clients. Our unwavering commitment lies in delivering solutions that are not only timely and tailored to each client’s needs but also executed with the utmost diligence and confidentiality.
Who We Serve
- Small businesses in Miami
- Construction contractors
- Freight & trucking companies
- Wholesale distributors
We focus on partnering with business owners committed to continuous improvement, those who 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.
What Our Clients Think
ExcellentBased on 32 reviewsGuillermo Rodriguez2024-03-01Professional, knowledgeable, and reliable CPA service! Highly recommend for all your financial needs. 5 stars all the way!mike salvietti2024-02-29Wonderful service, great response timeLauren Scott2024-02-29After shopping through bad accountants for 4 years finally finding them was a blessingautumn hernandez2024-02-29The portal he has is easy to use, he always answers my questions within the hour, I recommend all our friends to him thank you!!!Samantha Moore2024-02-29Ive been with Edgar for three years him and his team are very responsive and helpful I highly recommend himDanilo Varriale2024-02-21Awesome time spent strategizing with Edgar!!Cynthia2024-02-18Outstanding service from this CPA firm! Highly knowledgeable, professional, and trustworthy. Helped me navigate complex taxes with ease. Alex was also very kind and made sure there was no mistakes made on my taxes. Highly recommend!maria lopez2023-03-30Edgar 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.STONE BENCHMARK2023-02-02Great professional team!!! Always there for you, anytime when you need them!!!! Thank you for your support through out these years!!!!