Transforming Spaces, Enhancing Lives
Our Vision
Midstate Accounting & Tax Services, Inc. exists to empower entrepreneurs and individuals in Lake County and beyond through personalized financial guidance, exceptional service, and customized solutions. We believe in fostering lasting client relationships built on trust, respect, and open communication.
Who We Are
Founded by seasoned CPA Jorge Garcia-Montes, Jr., our firm embodies over four decades of experience across diverse industries. We are a team of passionate professionals dedicated to delivering comprehensive accounting, tax, and consulting services tailored to each client's unique needs.
Our Expertise
We offer a comprehensive range of services across diverse areas, including:
Small Business Support
- Personalized accounting services to ensure accurate financial tracking and reporting.
- Tax planning and preparation to minimize your tax burden and maximize your returns.
- QuickBooks accounting support for efficient and seamless financial management.
- Incorporation and new business advisory services to guide you through the initial stages of your entrepreneurial journey.
Tax Expertise
- Comprehensive tax planning to anticipate and mitigate potential liabilities.
- Tax preparation assistance for individuals and businesses.
- Representation before the IRS in case of audits or disputes.
Beyond the Numbers
Our commitment extends beyond just numbers. We are dedicated to being your trusted advisor, offering:
- Personalized guidance and leadership to navigate complex financial situations.
- Strategic planning and solutions to maximize your profitability and growth potential.
- Open communication and transparency, ensuring you are always informed and involved in the process.
What Sets Us Apart
- Local Expertise, Global Experience: While grounded in Lake County, we stay updated with the latest industry trends and regulations through our involvement in leading national associations.
- Client-Focused Approach: We prioritize personalized attention and responsiveness to your individual needs.
- Transparent Communication: We believe in open and clear communication throughout the entire process.
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