Perez Jerry J CPA

At Jerry J. Perez CPA, our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are committed to providing high-quality, personalized financial guidance to local individuals and businesses.

With years of experience, our team of seasoned tax professionals is dedicated to delivering exceptional service and expertise to our clients. Our expertise ranges from basic tax management and accounting services to more in-depth services such as compilation and review of financial statements, and financial planning. We take pride in our ability to provide our clients with timely and competent advice.

Our Services

At Jerry J. Perez CPA, we offer a wide range of services to meet the unique needs of our clients. For individuals, we provide services such as retirement planning, estate planning, and wealth management. We also offer financial planning for businesses, including succession planning, new business formation, and financial planning for businesses.

Our tax services include individual tax preparation, tax preparation for businesses, and tax planning. We also specialize in tax relief services, including IRS audit representation, non-filed tax returns, and back taxes owed. Additionally, we offer payroll tax problems, IRS liens, and IRS seizures.

Industries We Serve

We have extensive experience serving a variety of industries, including construction, dentists, healthcare, hospitality, law firms, real estate, retail, wholesale trade, and service businesses. Our expertise allows us to understand the unique financial needs of each industry and provide tailored solutions to meet those needs.

Client Reviews

We value the feedback of our clients and strive to provide the best possible service for our clients. Please leave a review to let us know how we are doing and to share your experience with others.

Contact Us

If you are looking for a CPA firm that can provide you with the expertise and personalized service you deserve, look no further than Jerry J. Perez CPA. We invite you to contact us today to schedule a free consultation and determine how we can best serve you.