Business Details
31 Years
experience
Your Trusted Accounting Partner in Lake Mary, FL
Since 1995, Aga Cpa's & Advisors has been providing comprehensive accounting and tax services to individuals and businesses in Lake Mary and surrounding areas. Our team of certified professionals specializes in strategic tax planning, financial statement preparation, IRS representation, and customized accounting solutions tailored to diverse industries including healthcare, hospitality, law firms, and construction. We offer bilingual services in English and Spanish, ensuring clear communication and personalized support for all clients. With decades of combined experience, we prioritize building long-term relationships through transparent financial guidance and proactive advisory services.Our commitment to excellence is demonstrated through our track record of helping clients achieve both personal financial goals and business growth. We maintain rigorous professional standards while delivering accessible, client-focused solutions that emphasize asset protection and process optimization. Our service packages are designed to provide year-round support with flexible options that adapt to evolving financial needs.
Services
Tax Preparation
Financial Planning
IRS Representation
Business Advisory
Payroll Services
QuickBooks Support
Estate Planning
Audit Services
Tax Relief
Non-Profit Advisory
Details
- Year established: 1995
Highlights and features
- Certified professionals with 28 years of local experience
- Bilingual services in English and Spanish available
- Customized accounting packages for diverse industries
- Proven track record with IRS tax resolution cases
- Year-round support with flexible service options
Services
Tax Preparation
Our comprehensive tax preparation services ensure maximum deductions while maintaining compliance with federal, state, and local regulations. We handle individual, business, and non-profit tax returns with meticulous attention to detail. Our team stays current with evolving tax laws to provide accurate filings and strategic planning opportunities.
IRS Representation
We provide expert IRS representation for tax debt resolution, audit defense, and collection problem solving. Our specialists negotiate payment plans, offers in compromise, and penalty abatements while protecting client interests. With proven success in resolving complex tax issues, we serve as your advocate in all IRS communications.
Business Advisory
Our business advisory services focus on financial strategy, cash flow management, and operational efficiency improvements. We offer part-time CFO solutions, succession planning, and internal control assessments tailored to small and mid-sized businesses. Our guidance helps entrepreneurs make informed decisions for sustainable growth and profitability.
QuickBooks Support
We provide complete QuickBooks setup, training, and troubleshooting services for small businesses. Our certified ProAdvisors optimize accounting systems, implement best practices, and deliver ongoing support to ensure accurate financial tracking. From software selection to month-end closing assistance, we help businesses maximize their accounting technology investment.
Financial Planning
Our financial planning services integrate tax strategies with long-term wealth management goals. We assist individuals with retirement planning, estate planning, and investment strategy while helping businesses develop succession plans. By combining tax expertise with comprehensive financial analysis, we create roadmaps for achieving both personal and business financial objectives.
People
Aga Cpa's & Advisors Team
Certified Public Accountants
Our team of certified accounting professionals brings decades of combined experience in tax preparation, financial planning, and business advisory services. Specializing in IRS representation and QuickBooks support, we serve diverse industries with bilingual capabilities in English and Spanish.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting services including payroll processing, financial statement preparation, internal control assessments, part-time CFO support, and tax planning tailored to small businesses.
Do you handle IRS tax problems for individuals?
Yes, we specialize in IRS tax resolution services including audit representation, payment plan negotiation, and offer in compromise filings to resolve back tax liabilities for individuals.
Are your services available in languages other than English?
We offer complete accounting and tax services in both English and Spanish to better serve our diverse client base in Lake Mary and surrounding areas.
What industries do your accountants specialize in?
Our team has extensive experience serving construction companies, healthcare providers, law firms, hospitality businesses, and professional service organizations with industry-specific accounting solutions.
How can I securely send documents to your firm?
We provide SecureSend technology for encrypted file transfers, allowing clients to safely transmit sensitive financial documents directly to our accounting team members.
What QuickBooks support options are available?
We offer QuickBooks setup, training, system optimization, and ongoing support services for small to mid-sized businesses needing assistance with their accounting software operations.
