Business Details
Trusted Accounting & Tax Services in Boca Raton, FL
We are a full-service CPA firm licensed in Florida, dedicated to providing comprehensive accounting, tax, and financial services to business owners, executives, and individuals. Our team combines decades of experience with personalized attention to help clients achieve long-term financial success. We specialize in small business accounting, tax planning, QuickBooks support, and IRS audit representation, ensuring our clients receive accurate, timely, and strategic solutions. With a focus on affordability and discretion, we prioritize client education and tailored guidance to simplify complex financial matters. Our commitment to excellence has earned us a reputation as a trusted advisor in the Boca Raton community and surrounding areas.
Services
Small Business Accounting
Tax Preparation
QuickBooks Setup
Business Valuation
IRS Audit Representation
Payroll Tax Solutions
Financial Planning
Bookkeeping Services
Tax Problem Resolution
Internal Controls Assessment
Highlights and features
- We offer over a decade of experience serving Boca Raton businesses and individuals.
- Our team provides personalized financial guidance tailored to client-specific needs.
- We combine affordability with certified CPA expertise for transparent pricing.
- We specialize in resolving complex IRS tax problems and audit representation.
- Our QuickBooks experts optimize accounting systems for small business efficiency.
Associations and certifications
- Florida Institute of Certified Public Accountants
What people say
Personable and professional
Extremely knowledgeable
Fast and reasonably priced
Caring and nice people
Great at explaining complex topics
Services
Tax Preparation
We prepare accurate federal, state, and local tax returns for individuals and businesses. Our process ensures compliance while maximizing deductions. Clients receive strategic advice to optimize future tax positions.
Small Business Accounting
Full-cycle accounting services include financial reporting, payroll processing, and cash flow management. We streamline operations to improve financial clarity and decision-making for growing businesses.
IRS Audit Representation
Our team handles IRS audits from start to resolution. We communicate directly with the IRS, organize documentation, and negotiate settlements to protect client interests and reduce liabilities.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to optimize financial workflows. Our support ensures businesses utilize software features effectively for improved efficiency and reporting accuracy.
Business Valuation
We provide certified business valuations for mergers, acquisitions, or succession planning. Our analysis considers market conditions, financial health, and growth potential to determine accurate valuations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, including bookkeeping, financial statements, payroll processing, and internal control assessments tailored to small business needs.
How can you help with IRS tax problems?
We resolve IRS liens, levies, audits, and back tax issues through strategic negotiation and compliance solutions to minimize financial impact.
Do you offer QuickBooks training and setup?
Yes, we provide QuickBooks setup, customized training, and optimization tips to ensure efficient financial management for your business.
What tax planning services are available?
We offer year-round tax planning strategies to legally reduce liabilities, including entity structuring, deduction maximization, and compliance guidance.
Are your services available for individuals?
Yes, we handle personal tax preparation, investment strategy analysis, and financial planning for individuals seeking expert guidance.
Reviews (2)
David Costanzo
Jun 24, 2018
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We have used Pereira CPA's now for about 4 years. We were referred to them by a friend, when looking to switch accountants, and never looked back. While we work primarily with Jay, both he and Stephanie are always a pleasure to work with. They handle both our personal and business tax returns. We even schedule a tax planning meeting each year to ensure we are positioning ourselves properly for the closing tax year. Highly recommend this firm to anyone in need of personal or business tax preparations.
David Costanzo
We have used Pereira CPA's now for about 4 years. We were referred to them by a friend, when looking to switch accountants, and never looked back. While we work primarily with Jay, both he and Stephanie are always a pleasure to work with. They handle both our personal and business tax returns. We even schedule a tax planning meeting each year to ensure we are positioning ourselves properly for the closing tax year. Highly recommend this firm to anyone in need of personal or business tax preparations.