tax and bookkeeping Services
ben ortiz tax
Invest your time and efforts
on your business
Leave the accounting to me.
Available Services
#1
bookkeeping Services
- I help keep your financial transactions organized and accurate.
- I also provide monthly and annual reports so that you can focus on what you do best and see how well your business is performing.
#2
Tax Services
- Whether you are a small or medium sized business or just an individual,
- I can help file all your needed tax returns and forms in an accurate and timely fashion.
#3
Tax Advisory
- Through proper planning and discussion I can help you ensure that you are not paying any more taxes than needed, while remaining compliant with the IRS.
why choose me
Always On Time
I strive to be responsive to clients and provide all my work in a timely manner.
Hard Working
I am passionate about providing clients with thorough and accurate reports and tax returns.
Availability
Business Hours
9AM-5PM
Monday-Friday
About me…
Graduated Summa Cum Laude from Southeastern University in Lakeland, Florida in 2020 with a Bachelors of Science degree in accounting. After graduation I joined a local CPA firm, working primarily on business tax returns, such as for LLCs, partnerships, and S-Corps.
During this time I obtained my CPA certification, which I completed in February of 2022. I passed all 4 parts of the exam on the first attempt. Received my QuickBooks Certification in 2023.
I worked in another local CPA firm in Downtown Lakeland, working mainly on non-profit tax returns.
In 2023, I decided to start my own tax and bookkeeping firm and my desire is to provide my clients with the peace of mind that their business is running well and that they do not have to fear the IRS or their own financial situations.
CONTACT DETAILS
Phone Number
(863) 531-8007
@BenOrtizTax
benjamin@benortiztax.com
Address
Lakeland, FL