Call us for a free consultation at 561.713.1414


Our office was established as a CPA firm to serve the tax, accounting and consulting needs of individuals and small businesses in South Florida.

We strive to strike the perfect balance between small, local, and attentive service and professional experience and expertise.


Accounting & Bookkeeping
We offer a full range of accounting and bookkeeping services including QuickBooks set up and support, strategic planning, budgeting and more.

Tax Planning and Preparation
We believe in year-round tax planning to help minimize your current and future taxes. We also prepare all federal, state and local tax returns for individuals and businesses.

QuickBooks Consulting Services
Don't add to your workload by performing bookkeeping in-house. Outsource bookkeeping services to our firm and let us manage your books for a reasonable fee. Save on overhead as well. Our practice uses QuickBooks accounting systems for both small and medium size organizations. We also service businesses that use software other than QuickBooks.

IRS Representation
We can help you solve your IRS problems because we can negotiate directly with the IRS on your behalf. Our services include IRS audit assistance, Offers in Compromise, negotiating payment plans and more.

Outsourced Controller and CFO Services
We can provide the services of a CFO or Controller without the cost of adding an employee to your payroll. We've helped many businesses get a better handle on financial reporting, cash flow, business operations, forecasting, budgeting and strategic planning.

Entity Selection and New Business Advisor
Business formation, entity selection and incorporation doesn't have to be complicated. We take the time to get to know your business so we can make a recommendation that fits your needs and minimizes your tax burden.

Assurance Services
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing profitability and efficiency. We provide financial reporting on all three levels of assurance, audit, review and compilation.


Carlos R. Castañeda, CPA is the principal of the firm and has 20 years experience in public accounting.

Carlos received a BS in Accounting from Florida Atlantic University. He is a member of the Florida Institute of CPAs (FICPA) and the American Institute of CPAs (AICPA).