How we help.

Running a successful business involves numerous financial tasks. While most owners try to keep things simple, year-end often brings stress over financial records and tax deadlines. At E. Gomez CPA LLC, we offer a better solution! Our firm provides comprehensive, year-round services and proactive advice to ensure your financial needs are always met, helping your business thrive.

Monthly Accounting Package

Starting at $800/month

 

Bookkeeping, financial reporting, tax, and advisory services bundled into one flat monthly fee.

Business + Personal Tax Package

Starting at $2,500

 

Comprehensive tax and advisory services for small businesses and their owners.

Financial Statement Services

Schedule a call for pricing or contact me at edgar@egomezcpa.com

Compilations and Reviews for bank financing, insurance, and other purposes.

Let’s discuss the best perk first:

CPA Advisory Services.

As part of our commitment to extraordinary service for our clients, we have replaced the anxiety of a once-yearly deep-dive into your financials with open communication throughout the year. Please click “Keep Reading” below to review how we assist clients with our year-round advisory services.

Keep reading
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Here's how we assist clients year-round:

Tax Planning and Compliance: We assist customers in minimizing tax liabilities, navigating complex tax regulations, optimizing tax structures, and ensuring compliance with tax laws.

Financial Statement Analysis: We assist clients in interpreting financial statements and identifying trends that impact their business performance. This enables clients to make informed decisions regarding investments, expansion opportunities, or operational improvements.

Risk Management: We assess financial risks faced by our clients' clients and develop strategies to mitigate these risks. This could involve implementing internal controls, evaluating insurance options, or devising contingency plans to safeguard against unforeseen events.

Strategic Business Planning: We collaborate with clients to develop comprehensive business plans that align with their goals and objectives. This involves assessing market dynamics, forecasting financial performance, and identifying growth opportunities to enhance the long-term sustainability of the business.

Technology Integration and Automation: We advise clients on leveraging technology to streamline financial processes, enhance efficiency, and improve decision-making. This may involve implementing accounting software, integrating financial systems, or automating routine tasks to reduce manual effort and increase accuracy.

Employee Benefit Planning: We assist clients in designing and managing employee benefit programs such as retirement plans, health insurance, and incentive schemes. By evaluating various options and considering tax implications, we help clients attract and retain top talent while optimizing costs and complying with regulatory requirements.

Succession Planning and Exit Strategies: We help business owners plan for the future by devising succession plans and exit strategies. Whether transferring ownership to family members, selling the business, or pursuing other exit options, we provide guidance on maximizing value, minimizing tax implications, and ensuring a smooth transition.

Close up image of Edgar Gomez, CPA

Beyond advisory support, you can also count on these monthly services.

Imagine a world where…

Accountant showing a tablet with charts to client

Your books are always up-to-date.

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transaction categorization

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accounts reconciliation (unlimited transactions & accounts)

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chart of accounts maintenance

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job costing or class tracking (optional)

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troubleshooting & support

Issues are caught before there's trouble.

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expense inconsistencies

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transactions without vendors

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unrecorded fixed assets

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accounts with negative balances

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duplicate customers/vendors

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aged accounts receivables and payables

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inventory valuation analysis

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other relevant tasks specific to your business

You always know where you stand.

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executive summary with key metrics

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balance sheet statement

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profit and loss statement

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top 10 vendors summary (if applicable)

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top 10 customers summary (if applicable)

There's no last-minute tax scramble.

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business tax returns, including S-Corp, C-Corp, and Partnerships

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personal tax returns

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sales tax and use tax obligations in Florida, including a review of sales, electronic submission, and payment remittance

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1099 forms for independent contractors

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tangible personal property tax return in Florida

Your tax bill is just a part of the budget.

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year-round strategic advice

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quarterly safe harbor tax estimates

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legal entity review and optimization

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analysis of officer's reasonable compensation

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personalized tax-savings plan (optional)

You have peace of mind, no matter what.

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exclusive benefits from ProtectionPlus

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1 Million Tax Audit Defense™

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identify theft restoration

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$2500 tax preparation guarantee

Financial advice is a phone call away

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buying vs leasing analysis

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obtaining financing

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hiring employees

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handling third-party requests for financial information

We’d love to introduce you to a world of worry-free accounting.

You should know… there are a few things we don’t do, as well.

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In-House Payroll Processing Services

We don’t provide payroll processing services, but we will answer questions and walk alongside you to set up and integrate with your preferred payroll provider. We partner with ADP Accountant, and our clients enjoy a discount on their platform.

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Bill Pay and Invoicing

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 within your company, if you’re not already. We do provide ongoing technical support in Quickbooks for these tasks.

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Audited Financial Statements

We don’t provide “audited” financial statements; instead, our monthly financial reports are considered “prepared” financial statements. However, our monthly clients have the option to receive compilations and reviewed financials for an additional fee.

Colleagues in a meeting checking charts on a tablet

Ready for a better
approach
to accounting?

To get the ball rolling on your customized accounting service, simply schedule a call. We’ll learn about your needs and share how we help. From there, we’ll send over a proposal for a package tailored precisely to your goals.

Because the bottom line is, you work too hard for any of your profits to slip through the cracks. Let’s tighten up your accounting and get smarter about your taxes so, finally, you can start reaching further faster.

Monthly Accounting Package

The monthly accounting package includes the following services:
  • Monthly Bookkeeping & Account Reconciliations
  • Monthly Financial Reports for Analysis
  • Preparation of Business & Personal Tax Returns
  • Quarterly Tax Planning and Tax-Savings Call
  • Year-Round Access for Consultations
  • Resolution of IRS Tax Notices & Audits
  • Client Secure Portal & Weekly Newsletter

These services could be added to the package:
• Accounting Cleanup
• Independent Contractor (1099 filings)
• Sales & Use Taxes
• Tangible Personal Property Taxes
• Quickbooks Online Setup
• Payroll Setup through ADP

NOTE: Discounted pricing available for clients with multiple businesses or additional tax returns.

Business + Personal Tax Package

The business + personal tax package includes the following services:

  • Preparation of Business & Personal Tax Returns
  • Annual Tax-Savings Call
  • Year-Round Access for "Quick Questions"
  • Resolution of IRS Tax Notices & Audits
  • Client Secure Portal & Weekly Newsletter

These services could be added to the package:
• Accounting Cleanup
• Independent Contractor (1099 filings)
• Tangible Personal Property Taxes
• Quickbooks Online Setup
• Payroll Setup through ADP

NOTE: Discounted pricing available for clients with multiple businesses or additional tax returns.