WE’LL FOCUS ON THE NUMBERS,
SO YOU CAN GROW YOUR BUSINESS.

We provide quality accounting and advisory services to help clients manage and grow their business.

A Partner for Your Business Goals

With 20 years of experience in the accounting industry, Anna Ortiz is a CPA that works closely with small business owners. Each client presents unique challenges and needs that can only be solved by creating a custom approach. You can expect a one-stop shop for all your accounting needs – from business formation, to tax preparation and everything in between.

Anna Ortiz

Services

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Monthly Services

Ongoing accounting services to fit your business needs.

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Tax preparation

Personal and business tax return preparation.

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A La Carte Services

We offer more specialized services depending on your exact business needs and goals.

Discover How Our Services
Can Help You.

Testimonials

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Masha Amelina

5 star review

Very prompt wonderful service! Anna is very organized and knowledgeable, she’ll give you great advice and will help to save money in a long run. Everyone should have a CPA like her!

Amin R Headshot

Amin R

5 star review

Anna is extremely experienced, professional, CPA who is very well versed in fund accounting and QuickBooks Online. After going over my accounting needs, she did excellent and timely work. I enjoyed working Anna, and will have additional jobs for her in the future. Thank you for the help!

Blog

Accountable plans for S-Corps and Partnerships

Monday April 22, 2024

The topic of accountable plans comes up quite a bit in my day-to-day conversations with clients. Most often it’s

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Year-End Preparation for Business Owners: 10 Steps for smoother financial reporting and tax season

Year-End Preparation for Business Owners: 10 Steps for smoother financial reporting and tax season

Monday October 23, 2023

As the end of the year approaches, business owners have a lot on their plates. In addition to managing daily operations

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Things to consider when traveling for business

Things to consider when traveling for business

Monday October 9, 2023

In the world of business, travel is often an integral part of success. Whether you’re jet-setting across the

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