Business Details
Trusted Accounting & Tax Services in Orlando, FL
Founded by Ana M. Echeverri, a certified Enrolled Agent and QuickBooks ProAdvisor, our firm delivers expert accounting, payroll, and tax solutions tailored to individuals and small businesses in Orlando, Florida. With bilingual staff fluent in English and Spanish, we prioritize personalized service while navigating complex tax regulations to maximize client profitability. Our expertise includes IRS representation, QuickBooks system optimization, and new business registration support, backed by Ana's academic excellence and 5+ years of hands-on experience.We serve diverse industries, including nonprofits, and maintain rigorous compliance standards to ensure client success. Client testimonials highlight our ethical approach, prompt responsiveness, and ability to simplify financial processes through proactive planning and education.
Services
Payroll
Bookkeeping
Tax Preparation
IRS Representation
New Business Registration
QuickBooks Training
Tax Review
ITIN Application
Highlights and features
- We offer IRS representation for tax resolution matters
- Our team provides QuickBooks training and system optimization
- Bilingual English/Spanish support for diverse client needs
- Certified QuickBooks ProAdvisor expertise for accounting systems
- Proven experience serving small businesses and nonprofits
Associations and certifications
- Enrolled Agent (EA)
- QuickBooks ProAdvisor
What people say
Ethical work
Prompt response
True professional
Competency skills
Interpersonal skills
Services
Tax Preparation
We prepare and file federal and state tax returns for individuals and businesses while maximizing deductions and credits. Our service includes year-round tax planning to minimize liabilities and ensure compliance with evolving regulations. Clients benefit from our expertise in navigating complex tax situations and optimizing financial outcomes.
IRS Representation
Our Enrolled Agent represents clients during IRS audits and collections, resolving tax debt issues efficiently. We handle all communication with tax authorities while developing strategic solutions for back taxes, payment plans, and penalty abatements. This service ensures professional advocacy and regulatory compliance throughout the process.
QuickBooks Training
We provide customized QuickBooks setup and training to streamline financial operations. Our experts optimize chart of accounts structures and teach efficient transaction management. Businesses gain improved financial visibility through tailored reporting systems that support data-driven decision-making and long-term growth planning.
Payroll Services
We manage complete payroll processing including tax withholding calculations, paychecks, and regulatory filings. Our service ensures accurate employee payments while maintaining compliance with federal and state labor laws. Clients receive timely reporting and year-end W-2/1099 preparation to simplify workforce management.
New Business Service
We assist with business entity selection, tax ID applications, and state/federal registrations. Our guidance covers sales tax permits and organizational structure setup. New entrepreneurs benefit from our comprehensive startup support that establishes proper accounting systems and regulatory compliance from day one.
People
Ana M. Echeverri
Owner/Enrolled Agent
Originally from Colombia, Ana holds an MBA in Finance and a Bachelor's degree in Accounting (summa cum laude). As an Enrolled Agent and QuickBooks ProAdvisor, she brings 5+ years of experience in tax resolution, accounting systems, and small business consulting while maintaining 4.0 GPA academic excellence.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, bookkeeping, tax preparation, business registration, and QuickBooks training tailored to small business needs in Orlando and surrounding areas.
Can you help with IRS tax problems?
Yes, as Enrolled Agents we offer IRS representation for audits, tax debt resolution, and penalty abatement while ensuring proper documentation and compliance.
Do you support bilingual clients?
Our team provides full English and Spanish language support for all accounting, tax, and payroll services to better serve diverse client needs.
How can QuickBooks training benefit my business?
Our training optimizes accounting workflows through customized system setup, improved financial reporting, and staff education on software functionality for better business insights.
What tax preparation documents should I provide?
Bring W-2s, 1099s, receipts for deductions, prior year returns, and any business expense records to ensure complete and accurate tax filing.
