Tax, Accounting, and Advisory Services for Individuals and Growing Businesses
Accurate tax preparation and bookkeeping support, paired with proactive planning and advisory designed to scale as your business grows.
Accepting new tax and accounting clients 866-411-7297
Simple W-2 individual tax returns starting at $400
Fully virtual CPA firm. Secure portal. Zoom meetings as needed.
What you can expect
Clear scope, disciplined workflows, and CPA-level accountability. Designed for speed, accuracy, and decision-ready insight.
Clearly defined scope
Transparent, fixed-fees scoped upfront. You get predictable costs and clearly defined deliverables.
Direct CPA engagement
Work directly with a licensed CPA for U.S.-based execution and accountable ownership. No offshoring of your data.
Secure client portal
Upload documents, message, and e-sign in one secure client portal with an organized audit trail.
Responsive execution
Clear timelines, proactive communication, no ticket queues, and consistent follow-through you can plan around.
Financial insight
Clear visibility into profitability, cash flow, and financial risk, with key trends highlighted so you can focus on what matters
Strategic guidance
Practical, tax-aware insight grounded in accurate accounting and built for decision-making.
Year-round tax planning
Tax planning isn't seasonal it's continuous. Ongoing planning with strategies to prevent uncertainty and legally reduce your tax bill.
Designed to scale with you
A scalable finance platform that evolves from compliance into planning, insight, and decision support.
Virtual by design
A fully remote practice using Zoom and messaging as needed. Save time with no office visits and 24/7 access to your data.
How We Help
From individual tax compliance to controller-led accounting and advisory, our services scale with financial complexity.
For Individuals & High-Income Earners
Professional tax compliance and planning for complex but streamlined financial lives.
- Comprehensive federal, state, and local individual tax compliance
- Coordinated reporting for compensation, investments, real estate, and business interests
- Expertise in high-income, multi-state, and complex filing profiles
- Thoughtful application of deductions, credits, and tax efficiency strategies
- Proactive estimated tax planning and penalty mitigation
- Careful alignment of tax reporting with long-term financial and investment decisions
- Plain-English guidance on filing outcomes, risks, and planning considerations
- Ongoing support for amendments, notices, and evolving financial circumstances
For Growing Businesses
Controller-led accounting, FP&A, tax compliance and planning for companies that need structure without a full-time hire.
- Controller-led month-end close, reconciliations, and reporting governance
- Clean, decision-ready financials with documented standards and internal controls
- Business tax compliance plus proactive planning tied to cash flow and run-rate performance
- FP&A: KPI dashboards, budgeting, forecasts, and scenario modeling
- Streamlined AP/AR, expense workflows, and audit-ready documentation (e.g., Bill.com)
- Payroll operations, filings, and multi-state support with close integration
- Accounting reconciliation and systems rationalization to restore accuracy and clarity
Quick Links
Accounting, Tax, and Advisory Built to Work Together
Select a platform or service. We customize engagements based on your business needs.
Request a Consultation
Tell us what you need help with. We’ll follow up to discuss scope and next steps.
FAQ
How the engagement works
Discovery & review
We start by understanding your situation, goals, and current setup. Depending on your needs, this may include a review of prior filings, financials, systems, and workflows, along with a discussion of complexity, timing, and expectations.
Scope & proposal
We define the scope of services, responsibilities, timelines, and communication cadence. You receive a clear proposal, fixed-fee pricing where applicable, and an engagement letter outlining how we’ll work together.
Onboarding & set up
Once engaged, we onboard you into our systems, gather required information, and configure workflows based on the services selected, whether tax, accounting, advisory, or a combination.
Ongoing service & delivery
We deliver services according to the agreed scope and cadence. This may include tax preparation and planning, bookkeeping and reporting, advisory support, or periodic reviews, with regular communication and checkpoints.
Review & evolve
As your situation changes, we revisit scope and approach. Services can be refined or expanded over time to reflect growth, new requirements, or changing priorities.
Gilbert Gomez, CPA
Principal, Gomez CPA
About:
- B.B.A. in Accounting, Western Illinois University
- Master of Business Administration, University of Georgia
- Certified Public Accountant (Active)
- US Army Veteran (Ft. Stewart)
- Based in Atlanta, Georgia
- Enjoys running and fitness outside of work
Gilbert works with individuals and small business owners who value accuracy, structure, and confidence in their financial decisions.
