Business Details
Your Trusted Lake County CPA Firm for Accounting & Tax Services
Midstate Accounting & Tax Services was established to provide comprehensive accounting, tax, and consulting solutions for individuals and small businesses in Lake County, FL, and surrounding areas. Our firm combines local attentiveness with decades of professional expertise, prioritizing trust and personalized service through active listening and tailored financial guidance. Founded by Jorge Garcia-Montes, Jr., a Certified Public Accountant since 1982, we bring over 40 years of combined experience from roles in Big 4 accounting firms, small business ownership, and real estate brokerage. Our team delivers strategic advice on tax planning, business formation, and financial management, ensuring clients can focus on growth while we handle complex accounting needs. We specialize in QuickBooks support, payroll services, IRS representation, and entity selection, with a commitment to minimizing tax burdens and maximizing operational efficiency.Our industry-specific knowledge allows us to offer innovative consulting services tailored to niche markets, backed by memberships in professional organizations like the American Institute of CPAs and Better Business Bureau. We emphasize transparency, reliability, and ethical standards, offering free initial consultations to address client needs proactively. With 24-hour business formation services and customized payroll solutions, we aim to simplify financial processes for busy entrepreneurs. Our track record includes resolving IRS audits, debt settlements, and preparing accurate tax returns for diverse clients, from individuals to nonprofits and expatriates. By maintaining accurate financial records and providing actionable insights, we empower clients to make confident decisions aligned with their long-term goals.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Tax Planning
QuickBooks Consulting
New Business Advisory
IRS Representation
Entity Selection
Business Consulting
Incorporation Support
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team includes a Certified Public Accountant with Big 4 firm expertise.
- We provide 24-hour business formation and incorporation services.
- We specialize in IRS audit assistance and debt settlement solutions.
- Our QuickBooks consulting ensures optimal accounting software performance.
Associations and certifications
- American Institute of Certified Public Accountants
Services
Small Business Accounting
Our small business accounting services ensure accurate financial records and streamlined operations. We handle monthly bookkeeping, bank reconciliations, financial statement preparation, and budgeting to help clients maintain clarity and compliance. With personalized support, we enable business owners to focus on growth while we manage their accounting needs.
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses, ensuring compliance with current regulations. Our team identifies deductions and credits to maximize refunds while offering expatriate tax services and nonprofit Form 990 filings. Timely and accurate submissions minimize penalties and optimize financial outcomes.
Payroll Services
Our payroll solutions handle tax filings, W-2/W-3 preparation, and compliance with federal and state regulations. By outsourcing payroll, clients save time and avoid penalties while ensuring employees receive timely payments. We also assist with workers compensation audits and unemployment claims.
QuickBooks Consulting
We provide QuickBooks setup, training, and ongoing support to optimize accounting efficiency. Our experts ensure accurate record-keeping and guide clients on leveraging advanced software features. Regular reviews of QuickBooks files help maintain financial accuracy and inform strategic business decisions.
IRS Representation
We negotiate with the IRS on behalf of clients for audit assistance, debt settlement, and payment plans. Our services include resolving tax liens, levies, and Offers in Compromise. With proactive communication, we aim to reduce tax burdens and restore financial stability.
People
Jorge Garcia-Montes, Jr.
Founder & Certified Public Accountant
Jorge Garcia-Montes, Jr. is a CPA licensed since 1982 with experience in Big 4 firms, small business ownership, and real estate brokerage. He founded Midstate Accounting & Tax Services to provide expert financial guidance and business consulting to Lake County clients.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statement preparation, budgeting, IRS audit assistance, and QuickBooks support tailored to small business needs.
Do you handle tax preparation for individuals and businesses?
Yes, we prepare federal, state, and local tax returns for individuals, businesses, nonprofits, and expatriates while identifying deductions to maximize refunds.
Can you assist with payroll processing and compliance?
We manage payroll tax filings, W-2/W-3 preparation, and compliance with federal/state regulations to save time and avoid penalties for Lake County businesses.
How do you support new business formation?
We offer 24-hour incorporation, entity selection guidance, and bank account setup to simplify starting a business in Lake County and beyond.
What QuickBooks services are available?
We provide software setup, training, and ongoing support to ensure accurate financial records and efficient use of QuickBooks for small businesses.
Do you offer IRS representation for tax issues?
Yes, we negotiate payment plans, resolve audits, and handle debt settlements to reduce tax liabilities and restore compliance for our clients.
