ACCOUNTING, TAX, & ADVISORY SERVICES
KEEP MORE OF WHAT YOU EARN WITH A TOP-RATED MIAMI CPA FIRM
Why Choose E. Gomez CPA?
✔️ Outsourced Accounting & Tax Solutions
✔️ Saving You Time & Money While Staying Compliant
✔️ Maximize Your Deductions
✔️ Transparency & Communication
✔️ Stay On Top of Important Deadlines
✔️ 5-Star Reviews On Google ⭐⭐⭐⭐⭐
Book Your Discovery Call
When it comes to your business,
you don’t want to leave money on the table.
But spotting problem areas is tough, especially if the only time your books get
analyzed is during tax season. So, if you’re like most owners, you worry about
what’s flying under the radar.
The truth is, accounting shouldn’t just be tasks checked off a list; it should be a
source of truth—an indicator of financial wellness—whenever you need it.
Hi, I’m Edgar Gomez.
As a CPA, I’ve worked with hundreds of businesses in and around Miami, FL over the last two decades, so I know the tax-season drill.
Most CPAs’ phones start ringing somewhere around mid-January, and the requests only get more urgent the closer they get to Tax Day. Their clients may want a cleanup of their books before taxes are filed, but there’s no time for a truly thorough review. That’s why we operate differently.
We offer fully integrated bookkeeping, tax preparation, and advisory services year-round .
Pricing & Services
Thriving businesses require a flurry of financial services. Most owners try to keep things simple but, at the end of the year, find themselves juggling several advisors and overwhelmed with a stack of annual reports. There’s an easier way!
Here, we believe a comprehensive approach to your finances is vital for optimal business performance, and we won’t just pop in at tax time with breaking news about your books! We’ll communicate opportunities and threats, year-round, so that when it’s time to close out your books for the year, you already have a clear picture of your financial health.
Our accounting packages start at $800/mo and include fully integrated accounting, tax preparation, and advisory services. They can be customized to meet your unique business needs so you’re never paying for services you don’t want.
Core Package
- Monthly Accounting & Financial Reports
- Advisory Services (1hr monthly /12hrs yearly)
- Tax Preparation – Business & Personal
- Tax Planning – Quarterly Tax Estimates & Strategies
- Tax Protection Plus Membership
Add-On Services
- Quickbooks Online Setup
- Accounting Cleanup or Catchup
- Independent Contractor (1099 filings)
- Beneficiary Ownership Information (BOI filings)
- Sales & Use Tax Reporting
- Tangible Personal Property Tax Reporting
- Job Costing and Work-in-Progress (WIP)
- CPA Financial Statements (Compilation or Review)
Here’s What That Means For You.
Let’s Talk About Your Opportunities.
See What Our Clients Have To Say...
You’re Probably Still Wondering …
Who is your ideal client?
We focus on partnering with business owners who are committed to continuous improvement, require more than basic bookkeeping or tax services, and seek professional advice for making smarter decisions. We particularly enjoy working with small businesses in Miami, including construction contractors, freight & trucking companies, and wholesale distributors.
Do you serve clients virtually?
Yes! In fact, we operate entirely in a virtual environment, leveraging online platforms to provide a seamless experience with the utmost diligence and confidentiality.
Can we work together if I already have a bookkeeper or I manage the bookkeeping in-house?
Probably! During our call, we will define the scope of the services you need to support your business and then develop a custom package for you.
Do you offer payroll services?
No, we don’t provide payroll services ourselves, but as an ADP Accountant Partner, we can offer discounts for their payroll platform. You also have the flexibility to choose your preferred payroll company. Don't worry; we will answer questions and work alongside you to get everything related to payroll set up and integrated with our processes.
Do you offer accounts receivable and bill payment services?
No, we don’t provide outsourcing services for paying bills or invoicing customers on behalf of our clients. This is something we can set you up to handle in-house, if you're not already. We do provide ongoing technical support in Quickbooks for these tasks..
Are the financial reports you prepare compiled, reviewed, or audited?
The financial reports in our accounting packages are deemed “prepared” financial statements. However, we offer compilations and reviewed financials, but only for our monthly clients and not as a standalone service. Please note that we do not offer audited financial statements.
How is the monthly fee determined and billed?
The monthly fee is determined based on the scope and complexity of the services required. The fee is automatically withdrawn from your account the 1st day of the month to cover the services for the current month. Packages start at $800/month.
Are there any additional fees I should be aware of?
No, there are no additional fees. However, if there is an out-of-scope service that was not included in the original proposal, we will notify you and discuss the pricing before performing such services.
What happens if my business grows or I need to cancel?
If your business grows and the scope of services increases, we will reanalyze the services outlined in your proposal to realign the pricing accordingly. You can cancel the services at any time, but the fees already paid are considered non-refundable.
How do you ensure the security of my financial data and provide me access to it?
Our CPA firm ensures the security of your financial data with our client portal called Taxdome. Utilizing advanced encryption and secure data centers, your information is protected during transmission and storage. With features like multi-factor authentication and regular security audits, only authorized users can access your data.
What software or tools do you use for accounting and financial reporting?
We use Quickbooks and Keeper as the main accounting and reporting software tools for our accounting services.
How accessible will my accountant be for questions throughout the month?
You will be assigned a dedicated account manager who can be reached via a direct phone line. Additionally, through our client portal, you can send chat messages for quick communication. We strive to be available at all times during business hours.
Have Another Question? Please Reach Out!
Meet our Team.
Edgar Gomez, CPA
Founder, Owner, and Lead Advisor
Gloria De La Hoz
Tax & Accounting Associate and Professional Accountant
Alex Bahamonde
Client Service Manager and CPA Candidate
Christine Lugo, Esq.
Of Counsel and Attorney
We’re Ready When You Are.
To get the ball rolling on your customized accounting service, simply schedule a call. We’ll learn about your needs and share how we help. From there, we’ll send over a proposal for a package tailored precisely to your goals.
Because the bottom line is, you work too hard for any of your profits to slip through the cracks.
Let’s tighten up your accounting and get smarter about your taxes so, finally, you can start reaching further
faster!