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About Us

Virtual CPA Firm for Small Businesses

Who we are

We are a boutique virtual CPA firm 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

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

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

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

Our focus is 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 Florida, including construction contractors, service-based companies, wholesale distributors, and trucking companies.

What Our Clients Think

maria lopez
maria lopez
2023-03-30
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.
STONE BENCHMARK
STONE BENCHMARK
2023-02-02
Great professional team!!! Always there for you, anytime when you need them!!!! Thank you for your support through out these years!!!!
Jimmy Grisales
Jimmy Grisales
2022-02-08
Always takes the time and willing to help you.
Daisa Alvarez
Daisa Alvarez
2021-10-12
Best experience! Very professional and responsive and attentive to client's questions and needs. Recommend 100% .
Jesus Hernandez
Jesus Hernandez
2020-12-11
We tried like 4 other different accountants and none of them gave us what we were looking for. E Gomez surpassed our expectations. Excellent with everything
Juan Hernandez
Juan Hernandez
2020-12-08
Excellent working knowledge of tax laws, construction accounting, planning, and analysis of books, trends and forecasting. Highly recommend Edgar for his knowledge, professionalism, dedication to his clients and responsiveness.

We provide virtual services to the following regions in Florida:

Fort Lauderdale, FL

Plantation, FL

Weston, FL

Boca Raton, FL

Pompano Beach, FL

West Palm Beach, FL

Palm Beach Gardens, FL

Boynton Beach, FL

Delrey Beach, FL

Jupiter, FL

Winter Park, FL

Deltona, FL

Sanford, FL

Tampa, FL

Saint Petersberg, FL

Brandenton, FL

Brandon, FL

New Port Richey, FL

Wesley Chapel, FL

Naples, FL

Fort Myers, FL

Cape Coral, FL

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