Tax, Accounting, and Advisory Services for Individuals and Growing Businesses

Accurate financial reporting, coordinated tax planning, and practical automation that give you the visibility needed to make confident business decisions.

Book a 15-minute review

What you can expect

Clear scope. Reliable execution. Financial insight you can actually use.

Structured Execution

Fixed fees with clearly defined scope

Defined deliverables with clear timelines

A financial system that scales with your business

Direct & Responsive Service

Proactive communication to address issues early

Secure portal with consistent response timeliness

Regular check-ins aligned to reporting cycles

Insight & Strategy

Clear visibility into earnings, obligations, and cash position

Reporting designed for decisions, not recordkeeping

Ongoing tax planning to reduce uncertainty and exposure

Virtual by Design

Fully remote with secure systems and documentation

U.S.-based CPA firm, all work in-house, no offshoring

Access your financials anytime without scheduling

Services

Services built to deliver accurate numbers, clear decisions, and certainty at tax time

Swipe to view service areas →

Bookkeeping & Financial Operations

Current, reconciled, tax-ready records you can rely on

We help keep your books current, reconciled, and supportable using cloud accounting tools, automation, and structured review.

  • Cloud accounting setup, bank feeds, and workflow review
  • Automated categorization, reconciliations, and error correction
  • Tax-ready records for reporting, planning, and compliance

Built to establish a reliable accounting foundation without relying on outdated manual bookkeeping processes.

Supports your accounting process: Your numbers are current, reconciled, and ready for reporting, tax planning, and decision-making.

Outsourced Controller

Structure and oversight for your financial operations

We lead or oversee your accounting function so monthly financials, reconciliations, and reporting follow a disciplined process.

  • Month-end close, reporting, and review processes
  • Balance sheet integrity, reconciliations, and internal controls
  • Coordination between accounting, reporting, tax, and management needs

You get controller-level discipline, stronger financial reporting, and better accounting oversight without hiring a full-time controller or building a larger in-house team.

Strategic FP&A available: Forecasting, cash flow planning, and performance analysis available when forward visibility is needed.

Tax Preparation

Accurate filings, built on reliable data

We prepare business and individual tax returns based on complete, supportable financial information.

  • Review of financial data and identification of risk areas
  • Filings aligned with current tax law and your overall tax position
  • Clear scope when records require cleanup or reconciliation

Where additional cleanup or reconciliation is required, that work is defined and priced separately from tax preparation.

Designed for records at any stage: We review the completeness and reliability of your financial data and establish a clear scope upfront.

Tax Planning

Ongoing tax strategy, not year-end reactions

We align your tax position with how your business earns, spends, and grows throughout the year.

  • Income timing, entity structure, and cash flow coordination
  • Identification of opportunities to reduce unnecessary tax exposure
  • Planning based on current financial data, not estimates or assumptions

You know what to expect before year-end, not after.

Integrated Advisory available: Full financial oversight for business owners who need accounting, tax, FP&A, cash flow, and decision support aligned in one coordinated engagement.

Pricing

Fixed-fee services based on scope, complexity, and reporting needs.

Category:
Loading pricing…

Request a Consultation

Tell us what you need help with. We’ll follow up to discuss scope and next steps.

Gilbert Gomez, CPA

Gilbert Gomez, CPA

Principal

About Gomez CPA

Structured accounting, tax, and advisory support for growing businesses.

Gomez CPA works with business owners who need reliable financial records, clearer tax visibility, and a more structured approach to accounting and planning.

Engagements are designed to combine practical execution with forward-looking advisory support, so decisions are based on current, accurate financial information.

Want to book a quick call now?

If not, no worries. We’ll reach out within one business day.

How the engagement works

1

Discovery and review

We review your current setup, filings, and goals to identify what matters most.

2

Define scope and pricing

You receive a clear proposal with fixed fees, timelines, and deliverables.

3

Execute and support

We deliver consistently, communicate clearly, and adjust as your needs evolve.

Need more structure around your accounting and tax strategy?

Find out how our integrated tax, accounting, and advisory services can change your business.

Request a Consultation Call 866-411-7297