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Professional Services We Offer

Financial Reporting

Audits and Reviews of Privately-held Companies – Audits of Retirement Plans – Evaluation of Internal Controls

Tax
Planning

Business – Personal – Estate – State – Fiduciary – International – Tax Compliance – Estate Tax

Investment Planning

Investment Advisory Oversight: Offered by our sister company – G&O Financial Services, Inc.

Litigation Services

Divorce – Personal Injury & Wrongful Death – Business Damages – Lost Profits – Breach of Contract – Forensic Accounting
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Industries We Serve

  • Non-Profit Organizations

  • Automotive Industry
  • Construction
  • Government
  • Leisure
  • Manufacturing

  • Family Office Support

  • Membership Clubs

  • Membership Clubs

  • Professional Service Firms

  • Real Estate

  • Hospitality

  • Health Care
  • Technology
  • Wholesale
  • Retail

Our Philosophy

It takes a team of competent, well educated, up-to-date, and experienced professionals to provide solutions to today’s accounting, financial, tax, and other consulting problems. Clients expect this from their CPA firm and that is what we provide at Garcia & Ortiz.

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