Business Details
20 Years
experience
Trusted Accounting & Tax Services in Miami, FL
Estela Lorenzo has provided high-quality accounting, tax management, and auditing services for over 30 years. Our team of certified professionals combines decades of experience with ongoing education to stay current with tax developments for individuals and businesses. We specialize in real estate taxation, international tax reporting, and small business accounting systems, offering tailored strategies to minimize tax burdens and maximize savings.Our commitment to clear communication and personalized service ensures clients receive proactive guidance year-round, reducing surprises at tax time. With expertise in QuickBooks implementation, payroll services, and IRS representation, we serve as a trusted partner for financial success in a complex regulatory environment.
Services
Business Tax Filings
Payroll Services
IRS Representation
QuickBooks Setup
Retirement Planning
Details
- Year established: 2006
Highlights and features
- Over 30 years of combined experience in accounting and taxation
- Personalized tax strategies to minimize client tax burdens
- Team of certified professionals with ongoing industry education
- Year-round support to prevent tax-time surprises
- Proven expertise in real estate and international taxation
Associations and certifications
- CPA
- QuickBooks ProAdvisor
What people say
5-star service
Very professional
Highly recommend
Timeliness and accuracy
Pleased and impressed
Services
Business Tax Filings
We prepare and file business income tax returns with precision, ensuring compliance with federal and state regulations. Our expertise covers LLCs, corporations, and partnerships, with strategic planning to minimize liabilities. Clients benefit from our deep understanding of evolving tax codes and industry-specific deductions.
IRS Representation
Our certified professionals advocate for clients during IRS audits and investigations. We handle communication, documentation, and negotiations to resolve issues efficiently. With proactive guidance, we reduce risks and protect client interests throughout the audit process.
QuickBooks Setup
We implement customized QuickBooks systems tailored to business needs, ensuring accurate financial tracking. Training and support help clients maximize software capabilities for day-to-day operations. This service streamlines accounting processes and improves financial visibility.
Payroll Services
We manage payroll processing, tax filings, and compliance with labor regulations. Our solutions ensure timely and accurate employee payments while handling federal and state reporting requirements. Businesses save time and reduce errors through our comprehensive payroll support.
Retirement Planning
We develop personalized retirement plans that align with individual financial goals and tax situations. Our strategies optimize savings vehicles like IRAs and 401(k)s while minimizing tax impacts. Clients receive ongoing guidance to adapt plans as circumstances evolve.
People
Maria Estela Lorenzo
Founder
Maria Estela Lorenzo, CPA, has over 30 years of experience in public accounting, specializing in real estate taxation and small business advisory. She holds an MBA from St. Johns University and founded the firm to provide client-focused financial solutions.
Jacqueline Horta
Co-Founder
Jacqueline Horta, IRS Enrolled Agent and QuickBooks ProAdvisor, brings 15+ years of public accounting experience. Her background includes corporate finance roles at Lennar Corporation. She specializes in international tax compliance and business advisory services for Miami-based clients.
Questions
What accounting services do you offer for small businesses?
We provide business tax filings, payroll processing, QuickBooks setup, financial reporting, and tax strategy development tailored to small businesses.
Do you handle international tax compliance?
Yes, we specialize in foreign business/individual tax reporting and international taxation regulations for U.S. investors.
How can you help reduce my tax burden?
We develop customized tax strategies using legal deductions and credits while optimizing financial structures to minimize liabilities.
Are you available for urgent tax issues?
We prioritize client needs with after-hours appointments available for urgent matters requiring immediate attention.
What credentials does your team hold?
Our team includes CPAs, IRS Enrolled Agents, and QuickBooks ProAdvisors with ongoing professional education in tax law updates.
