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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