Business Details
12 Years
experience
Trusted Accounting Services in Orlando
Founded in 2014, our firm brings over a decade of combined expertise in accounting, taxation, and business advisory services. We specialize in delivering tailored financial solutions for individuals and businesses, focusing on maximizing profitability and long-term stability. Our team of Certified Public Accountants leverages deep industry knowledge across diverse sectors to provide comprehensive bookkeeping, tax planning, and strategic business guidance.We prioritize proactive financial management, ensuring clients maintain accurate records, optimize tax savings, and navigate complex regulatory requirements with confidence. Our commitment to personalized service empowers clients to focus on growth while we handle their financial operations with precision and integrity.
Services
Accounting Services
Tax Services
Business Services
Bookkeeping
Tax Planning
New Business Formation
Cash Flow Management
QuickBooks Setup
Details
- Year established: 2014
Highlights and features
- We offer 10+ years of combined CPA-certified expertise in accounting and tax services.
- Our tailored solutions address specific business financial needs and growth objectives.
- Proactive tax planning minimizes liabilities while maximizing refunds and savings.
- We provide strategic guidance for business formation, cash flow management, and compliance.
- Client-focused approach with personalized QuickBooks setup and training support.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Accounting Services
We provide comprehensive accounting solutions including financial statement preparation, general ledger maintenance, and month-end closings. Our services ensure accurate tracking of revenues, expenses, and cash flow to support informed business decisions. Clients receive timely, organized financial data for banks, investors, and operational planning.
Tax Services
Our tax expertise covers preparation and planning for individuals and businesses, including income, sales, and property taxes. We implement strategies to legally minimize liabilities while ensuring compliance with federal, state, and local regulations. Services include audit support and year-round tax optimization.
Business Services
We assist with business formation, strategic planning, and cash flow management. Services include entity selection, business plan development, QuickBooks setup, and financial forecasting to support growth and operational efficiency for new and existing businesses.
People
Marta J. Baptiste
Certified Public Accountant
Marta J. Baptiste, CPA, brings 10 years of experience in accounting across private and public companies. She specializes in full-cycle bookkeeping, financial audits, and cash management, helping clients achieve financial stability through accurate reporting and strategic guidance.
Corey Exantus
Certified Public Accountant
Corey Exantus, CPA, has over a decade of expertise in tax planning and compliance. He specializes in minimizing tax liabilities for individuals and businesses through strategic filings, research, and optimization of deductions while ensuring adherence to complex tax regulations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle bookkeeping, financial statement preparation, bank reconciliations, and cash flow management tailored to small business needs.
How do you help clients with tax planning?
We implement year-round strategies to minimize tax liabilities through deductions, deferrals, and compliance with evolving tax regulations.
Do you assist with business startup services?
Yes, we help establish new businesses with entity selection, business plans, licensing, and accounting system setup.
What QuickBooks support do you provide?
We offer software selection, installation, chart of accounts setup, and customized training for business owners and staff.
How do you ensure client financial data security?
We maintain strict confidentiality and implement secure digital practices for all client information handling.
