Business Details
11 Years
experience
Trusted Accounting and Tax Services in Florida
At CPA Tax Accountant, we prioritize the meticulous management of your financial needs while delivering the value, knowledge, and expertise of our profession to your business. Founded in 2015 by Dr. Carlos G. Colon, a Certified Public Accountant with over 30 years of experience in public accounting across Puerto Rico and the United States, our firm combines deep industry expertise with a commitment to client-focused solutions. Our team of academically prepared accounting professionals specializes in federal taxes and audits, offering tailored services that empower businesses to focus on their core operations. With a mission to help clients achieve their business goals at reasonable costs, we provide comprehensive tax, accounting, and consulting services backed by decades of academic and professional achievement. Our founder holds a Doctor in Business Administration (DBA) in Management, a Master in Business Administration (MBA) in Federal Taxation, and a Bachelors Degree in Business Administration (BBA) in Accounting, alongside certifications as a CPA and Chartered Global Management Accountant (CGMA).Our staff includes professionals like Axel R. Santos and Rosa Ortiz, who bring additional expertise in taxation, accounting, and financial management. We specialize in tax services for individuals, estates, and businesses, including partnerships, LLCs, S-Corporations, and nonprofits, with a focus on minimizing tax liabilities and identifying growth opportunities. Our accounting services encompass transaction recording, bank reconciliations, financial reporting, and customized system setups for new businesses. Through assurance and attestation services, we prepare GAAP-compliant financial statements and provide constructive solutions to enhance client profitability and efficiency. With a legacy of academic excellence and practical experience, we are dedicated to delivering reliable, cost-effective financial solutions tailored to your unique needs.
Services
Tax Services
Accounting Services
Assurance & Attestation
Financial Statement Preparation
Payroll Services
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of experience in public accounting across Puerto Rico and the U.S.
- Our team includes certified CPAs and academically trained tax professionals.
- We specialize in minimizing tax liabilities while identifying growth opportunities.
- We provide customized accounting system setups for new businesses.
- Our GAAP-compliant financial statements support strategic decision-making.
Services
Tax Services
We provide comprehensive tax services for individuals, estates, and businesses, including partnerships, LLCs, S-Corporations, and nonprofits. Our expertise minimizes current and future tax liabilities while identifying opportunities tailored to your business scenario. Services include tax return preparation, authority representation, and strategic structuring.
Accounting Services
Our accounting services include transaction recording, bank reconciliations, monthly/annual reporting, and operational analysis. We also offer customized accounting system setups for new businesses and computerized payroll solutions to ensure accurate financial management and compliance.
Assurance & Attestation
We prepare GAAP-compliant financial statements for banks, investors, and third parties, alongside internal managerial reports. Our attestation services include audits, reviews, compilations, and agreed-upon procedures to enhance profitability and operational efficiency through expert analysis.
People
Carlos G. Colon
Founder & CPA
Dr. Carlos G. Colon is a CPA with 30+ years of experience in public accounting. He holds a DBA in Management, an MBA in Federal Taxation, and a BBA in Accounting. He has been a part-time accounting professor and is a member of the AICPA and other professional institutes.
Axel R. Santos
Accounting Professional
Axel R. Santos specializes in federal taxation and accounting, with an MBA in Federal Taxation and a BBA in Accounting. He has worked in public accounting since 2004, providing expertise in tax compliance and financial reporting.
Rosa Ortiz
Accounting Professional
Rosa Ortiz brings over 25 years of public accounting experience. She holds an MBA in Accounting and a BS in Industrial Engineering, focusing on financial analysis and operational efficiency for businesses.
Questions
What services does CPA Tax Accountant offer?
We provide tax services, accounting services, and assurance/attestation services, including tax planning, financial statement preparation, and payroll solutions.
How long has CPA Tax Accountant been in business?
The firm was founded in 2015 by Dr. Carlos G. Colon, who has over 30 years of experience in public accounting.
What areas do you serve?
We primarily serve clients in Florida and provide services to individuals and businesses nationwide.
What makes your firm different from others?
Our team combines decades of experience, academic excellence, and certifications like CPA and CGMA to deliver personalized, cost-effective financial solutions.
Can you assist with business startup accounting systems?
Yes, we offer customized accounting system setups for new businesses to ensure accurate financial management from day one.
Do you provide payroll services?
Yes, we offer computerized payroll services to streamline payroll processing and ensure compliance with tax regulations.