Many small business owners believe they are getting tax planning services when really, they are only receiving tax preparation services. At Perez Goree & Associates, LLC, our goal is to help clarify the differences between the tax planning and preparation and provide the support you need to manage your finances.
As part of our package of tax planning services we offer bookkeeping, financial reporting, small business payroll, and business advisory. The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired.
As part of our package of tax planning services we offer bookkeeping, financial reporting, small business payroll, and business advisory. The tax preparer only processes tax documents provided by client and offer little if any personalized strategies to reduce taxes. Clients may only interact with tax preparer once a year when time to file tax returns which are after year-end when most tax strategies for prior tax year have expired.
Services
Perez Goree & Associates is a TAX PLANNING FIRM dedicated to providing tax strategies that fit the needs of our small business clients. Tax planning is at the forefront of our practice along with providing tax preparation, bookkeeping, and payroll services. We are your one-stop-shop accounting firm.
A fundamental to tax planning for businesses is timely and accurate bookkeeping, and financial reporting. Waiting until year end or just before filing tax returns to do these processes are reactive approaches to reporting business activity. This also causes missed deductions and tax credits.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.Without this financial data, leadership only has partial information to make critical decisions.
Bookkeeping and financial reporting when used properly provide valuable information to assist in making key day-to-day operational decisions such as if the business is paying too much for supplies; should the business repair or replace critical business assets; can the business afford to hire new staff; and many other key decisions.Without this financial data, leadership only has partial information to make critical decisions.
Between the blend of previous tax policy changes, sunsetting provisions, and proposed tax changes on the horizon, there are many opportunities to favorably position our clients for years ahead. We put our clients at the forefront of this movement, saving thousands of dollars in taxes every single year.
After a solid year of tax planning, we use the tax return filing period as our opportunity to assess how well we advised our clients, along with how well our clients executed our recommendations. We use the latest tax filing software allowing us to efficiently e-file tax returns, and seamlessly exchange files with our clients through secure client portals.
The future of your new business depends not only on a written plan but on accurate accounting systems, effective tax planning, and reliable financial guidance from a true professional. Get all the support and advice you need at one Orlando, FL accounting firm, Perez Goree & Associates, LLC. There is no one size fits all entity structure.
Reviews (10)
Jennifer Berg
Nov 29, 2021
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We've worked with Perez Goree & Associates for over a decade and are grateful for the financial expertise and advise both with our taxes and business. They consistently offer resources to help in planning and have always been extremely responsive to our questions when they come up, no matter how small or trivial. We highly recommend choosing Perez Goree & Associates!
Shantell Thomas
Nov 05, 2021
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If you need Accounting services, Perez Goree and Associates is the company to go with! Perez Goree and Associates are very professional in that the company shows the utmost respect for its customers. Also,the company is very knowledgeable in the Accounting business and in all things financial; any accounting/financial questions that you have can be thoroughly explained by Perez and his associates. I've been a satisfied customer of Perez Goree and Associates for almost 10 years and I am extremely satisfied with this company's Accounting/Financial services! Reach out to Perez Goree and Associates
Philnita Tolbert
Oct 20, 2021
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I have been a client of Perez for nearly 14 years and can say nothing but positive things for the services that he and his team provide. He provides superior professionalism and detailed care for my business and personal tax and accounting needs. As a practicing dentist, I highly recommend Perez's financial services.
Robert Cummings
Sep 29, 2021
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The service I've received and continue to receive makes all the difference in the world. Perez Goree and Associates have always made tax time less confusing. It is really easy to become overwhelmed by the myriad rules and regs. Particularly those rules that concern small business. Perez has been a Godsend. His willingness to burn the midnight oil and belief that there's no job too big nor small really sets his firm apart. I highly recommend using Perez Goree & Associates.
Denise Paternoster
Sep 28, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Started using this firm last year for all my financial needs. What a great find. Mr. Goree has exceeded my expectations as an accountant. Not only by preparing my taxes, but being available to consult with in planning my tax strategy for the coming years. It’s the start of a long-term, great relationship
!
Started using this firm last year for all my financial needs. What a great find. Mr. Goree has exceeded my expectations as an accountant. Not only by preparing my taxes, but being available to consult with in planning my tax strategy for the coming years. It’s the start of a long-term, great relationship
!
Jarrod Uddin Youth Empowerment Speaker
Sep 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Perez is thorough, focused and the consummate professional. He makes everything tax, finance and business planning easy to understand and he thinks of absolutely everything! I am always happy to do business with him. He has my highest recommendation!
Perez is thorough, focused and the consummate professional. He makes everything tax, finance and business planning easy to understand and he thinks of absolutely everything! I am always happy to do business with him. He has my highest recommendation!
Peter Austin
Sep 16, 2021
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I've been working with Mr. Perez and tested his knowledge against other professionals and he did not disappoint. He stays up to date with all changes in trucking accounting and goes above and beyond to save me money, protect my business and presents options to give me clear direction going forward. Last year I saved over 3 thousand from a simple change and this year we will see more. Worth every penny and he can show you how he'll do it just ask.
Trisha Dawson
Sep 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I've been a client for over 10 years and continue to be pleased by Perez and his services! He is professional, timely and extremely knowledgeable. I have complete confidence and trust in his offerings, suggestions and results. Highly recommended!
I've been a client for over 10 years and continue to be pleased by Perez and his services! He is professional, timely and extremely knowledgeable. I have complete confidence and trust in his offerings, suggestions and results. Highly recommended!
Marie Jones
Sep 15, 2021
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We have been a client for 4+ years now. We had a few accountants to assist us with our tax needs and he is the best of them all. We do not plan to change. I like the personal approach as well as the professional approach. He is prompt, reliable, honest and very trustworthy. He provides other services that is beneficial to the business and to your personal life. We have recommended him to many people and will continue to do so.
C. Williams
Sep 15, 2021
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Perez and his staff has given us great value and understanding how to run our business. We are so thankful for the one on one virtual visits and the knowledge academy that has all business fundamentals.
We are so thankful to have this team on our team!
“A life spent making mistakes is not only more honorable, but more useful than a life spent doing nothing.” — George Bernhard Shaw.
Rc Williams Transport llc
We are so thankful to have this team on our team!
“A life spent making mistakes is not only more honorable, but more useful than a life spent doing nothing.” — George Bernhard Shaw.
Rc Williams Transport llc
