Business Details
Your Trusted Partner for Strategic Tax Planning Solutions
At Perez Goree & Associates, we approach tax planning as a deeply personal and strategic endeavor. Our firm believes that effective tax advice must align with individual values, financial goals, and life circumstances. We prioritize understanding clients' core values, long-term objectives, and unique situations before recommending any tax strategies. Our methodical approach focuses on entity structure optimization, income shifting, loophole optimization, and investment spending strategies to create tailored plans that evolve with clients. With decades of experience serving diverse industriesincluding real estate, dentistry, technology, and high-net-worth individualswe specialize in transforming complex tax challenges into opportunities for wealth preservation.Our virtual CPA practice delivers nationwide services through secure digital platforms, ensuring accessibility without compromising personalized attention. We commit to only working with clients where we can demonstrably save $15,000+ annually in taxes, ensuring our success is tied directly to client value. Our team combines technical expertise with a philosophy that emphasizes planning over isolated strategies, helping clients navigate tax codes with confidence and clarity.
Services
Tax Planning
Cost Segregation
Cryptocurrency Tax Services
Business Entity Structuring
Bookkeeping
Tax Preparation
Industry-Specific Services
Highlights and features
- We specialize in saving clients $15,000+ annually through proven tax strategies.
- Our virtual practice delivers nationwide accessibility with personalized attention.
- We focus on aligning tax strategies with clients' core values and life goals.
- Our team includes a CPA with 30+ years of experience across diverse industries.
- We provide detailed tax plans supported by IRS code and court case references.
Services
Tax Planning
Our tax planning services create customized strategies aligned with personal values and financial goals. We analyze clients' unique situations to optimize entity structures, shift income/expense timing, and leverage tax code loopholes. With expertise in real estate professional status, R&D credits, and defined benefit plans, we help businesses and high-net-worth individuals legally minimize liabilities while supporting long-term wealth building through proactive, documented strategies.
Cost Segregation
This specialized service identifies accelerated depreciation opportunities for commercial and residential properties. By reclassifying building components into shorter depreciable lives (5/7/15 years vs. 27.5/39 years), we help real estate investors capture significant tax savings. Our studies include detailed component breakdowns, 5-year tax deduction projections, and net present value calculations to quantify savings while ensuring audit-ready documentation for properties acquired within the last 15 years.
Cryptocurrency Tax Services
We provide comprehensive cryptocurrency tax solutions including return preparation, back-filing, and IRS dispute resolution. Our team stays current with evolving regulations to properly report trading, bartering, and exchange activities while minimizing liabilities. Services include transaction analysis, capital gains calculations, and strategic planning to address complex issues like hard forks and airdrops, ensuring compliance with current IRS guidelines for digital asset holders.
Bookkeeping
Our bookkeeping services deliver timely, accurate financial data using modern platforms like QuickBooks Online and Xero. We help businesses maintain organized records for better decision-making through monthly reporting, payroll processing, and budget tracking. This foundational work supports proactive tax planning by providing real-time insights into cash flow, expense management, and operational efficiency to identify savings opportunities throughout the year.
Business Entity Structuring
We analyze business structures to determine optimal tax configurations, considering factors like liability protection, growth plans, and industry-specific requirements. Our services include S-Corp elections, partnership structuring, and multi-entity frameworks that minimize tax burdens while supporting operational goals. We provide detailed comparisons of different structures' tax implications, helping clients make informed decisions that align with both current needs and future business evolution.
People
Perez Goree
Founder and CEO
Certified Public Accountant with 30+ years of experience across real estate, dentistry, technology, and nonprofit sectors. Holds bachelor's in Accounting from Wayne State University and master's in Entrepreneurial Management from Davenport University. Specializes in creating tax strategies that align with clients' personal values and financial objectives.
Questions
What makes your tax planning different from traditional CPA firms?
We focus on aligning tax strategies with personal values and life goals rather than isolated deductions. Our approach requires saving clients $15,000+ annually to ensure we only deliver proven value.
Do you work with out-of-state clients?
Yes, we operate as a virtual CPA practice serving clients nationwide through secure digital platforms, phone consultations, and video meetings without compromising personalized service quality.
What industries do you specialize in?
We specialize in real estate investing, dentistry, technology, trucking, assisted living facilities, and high-net-worth individuals. Our team has deep expertise in industry-specific tax challenges and opportunities.
How do cost segregation studies benefit property owners?
These studies allow accelerated depreciation of building components, creating immediate tax deductions. We identify components that qualify for 5/7/15-year depreciation instead of standard 27.5/39-year schedules to maximize cash flow.
What cryptocurrency tax services do you offer?
We provide complete crypto tax solutions including return preparation, back-filing, amendment services, and IRS dispute resolution. Our team stays current with evolving regulations to ensure compliance while minimizing liabilities.
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