Business Details
29 Years
experience
Trusted Orlando CPA Services for Accounting & Tax Solutions
Since 1997, our Orlando CPA firm has provided personalized accounting, bookkeeping, and tax services to businesses and individuals. With nearly two decades of experience, we specialize in tax preparation, IRS audit representation, international tax solutions, and financial consulting. Our team of certified professionals combines expertise with a client-focused approach, offering tailored strategies to minimize tax liabilities and maximize wealth.We pride ourselves on accuracy, compliance, and building long-term relationships through transparent communication and proactive service. Our commitment to excellence is reflected in our memberships with professional organizations like the Florida Institute of CPAs and Latino Tax Professional Association.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
IRS Audit Representation
International Tax Services
Business Consulting
Financial Forecasting
Cash Flow Analysis
Financial Statements
Details
- Year established: 1997
Highlights and features
- We offer over 20 years of experience in tax and accounting services.
- Our team provides personalized IRS audit representation and resolution.
- Specializing in international tax services for expats and foreign investors.
- We guarantee accurate, compliant financial reporting and tax filings.
- Proven track record of saving clients an average of $100,000 annually in taxes.
Associations and certifications
- Florida Institute of Certified Public Accountants
- Latino Tax Professional Association
- Beta Gamma Sigma
- Beta Alpha PSI
- Florida Department of Transportation DBE Certified
What people say
Knowledgeable staff
Excellent service
Maximized refunds
IRS issues resolved
Personalized attention
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Our services include income tax, sales tax, and estate tax preparation. We ensure compliance with current tax laws while identifying deductions and credits to minimize liabilities. Clients receive accurate filings and proactive advice for future tax planning.
IRS Audit Representation
Our team provides expert representation during IRS audits. We handle communication, documentation, and negotiations with tax authorities. Services include resolving back taxes, liens, levies, and offers in compromise. We work to reduce penalties and establish payment plans while protecting client interests throughout the audit process.
International Tax Services
We assist expatriates, foreign investors, and businesses with cross-border tax compliance. Services include FBAR filings, foreign tax credit optimization, and resolution of international tax disputes. Our expertise covers U.S. tax obligations for Americans abroad and foreign entities operating in the U.S., ensuring adherence to complex international regulations.
Bookkeeping
We manage daily financial transactions, including accounts payable/receivable, payroll, and bank reconciliations. Our bookkeeping services ensure accurate records for tax preparation and business decision-making. We use QuickBooks and other tools to maintain organized ledgers, generate financial reports, and support cash flow management for small to mid-sized businesses.
Tax Planning
Our proactive tax planning identifies year-round strategies to reduce liabilities. We analyze income, investments, and business operations to optimize deductions and credits. Services include retirement planning, entity structure analysis, and transaction timing advice. Clients receive customized plans to legally minimize taxes and improve long-term financial outcomes.
People
Sonia Narvaez
Owner/CPA
Certified Public Accountant with over 25 years of experience. Former Deloitte auditor and University of Miami graduate. Specializes in tax strategy, IRS resolution, and small business accounting. Committed to personalized service and community involvement through local business organizations.
Myriam Flores
Accountant/Office Manager
Over 20 years of tax and accounting expertise. Graduated from Interamerican University in Puerto Rico. Specializes in individual and business tax preparation, with a focus on maximizing refunds and compliance. Manages day-to-day operations and client relations at the Orlando office.
Anthony Narvaez Hegert
Tax Preparer
IRS-registered tax preparer and ITIN acceptance agent. Specializes in expat tax returns and foreign investor compliance. Holds a Bachelor of Science in Business Administration from Seminole State College. Provides expertise in complex international tax scenarios and IRS documentation.
Khaled Daoud
Firm Administrator
Accounting professional with 12+ years of inventory system expertise. Graduated from Alexandria University in Egypt. Manages firm operations, client inventory systems, and supports financial consulting services. Ensures smooth administrative and technical workflows across departments.
Questions
What should I do if I receive an IRS tax notice?
Carefully read the notice, then contact our team immediately. We'll help interpret the issue, respond to the IRS, and resolve it efficiently while minimizing penalties or complications.
How can I check my tax refund status?
Use the IRS's 'Check Your Refund' tool online. You'll need your Social Security number, filing status, and exact refund amount. Our website provides direct links for easy access.
What records should I keep for tax purposes?
Retain tax returns and supporting documents for at least 3 years. Keep business records longer if they impact multiple tax periods or asset basis calculations.
Can I deduct home office expenses?
Yes, if you use a dedicated space regularly for business. Deductible expenses include mortgage interest, utilities, and depreciation based on the business-use percentage of your home.
What's the difference between C and S corporations?
C Corps face double taxation (corporate and shareholder levels), while S Corps pass income directly to shareholders' returns. Both offer liability protection, but S Corps require specific election filings.
What are the penalties for early retirement withdrawals?
Withdrawals before age 59½ incur a 10% penalty plus income tax, unless qualifying exceptions apply like medical expenses, first-time home purchases, or substantially equal payments.
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