Business Details
6 Years
experience
Trusted CPA Services for Business Growth and Financial Success
JG CPA & Advisory is a professional accounting and advisory firm dedicated to empowering business leaders, entrepreneurs, and investors through strategic financial solutions. With a team of experienced CPAs, tax strategists, and financial advisors, we specialize in tax planning, accounting, fractional CFO services, and business advisory. Our approach combines personalized service with cutting-edge technology to deliver data-driven insights that optimize financial performance. We prioritize proactive tax strategies, accurate financial reporting, and customized cash flow management to help clients maximize profitability and long-term growth. Our nationwide team brings over a decade of expertise in navigating complex tax laws, streamlining accounting processes, and providing actionable financial guidance tailored to each client's unique needs. By focusing on transparency, innovation, and client-centric solutions, we aim to simplify financial complexities and position our clients for sustained success in dynamic markets.
Services
Tax Preparation
Fractional CFO
Bookkeeping
Tax Planning
Financial Advisory
Served areas
- Serving clients in: Miami, Salt Lake City, Phoenix, Fort Lauderdale, Boca Raton, Palm Beach, Tampa, Las Vegas, Jacksonville, Atlanta, Charlotte, Orlando, Nashville, Sacramento
Details
- Year established: 2020
- Employees: 6
Highlights and features
- Best Tax Accountant
- Top Business Bookkeeping
- Top Business Accounting
- Best Fractional CFO
- Best Transaction Advisory (M&A)
- Best CPA Tax Services
- Best CPA Bookkeeping Services
- Top CPA Tax Preparation
- Top CPA Tax Planning
- Top Real Estate CPA
Payment methods
- Credit cards, Cash, Debit cards, Checks
What people say
Game-changer
Tax savings
Increased cash flow
Strategic insights
Proactive planning
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We specialize in federal and state tax returns, including Forms 1040, 1120, 1120S, and 1065. Our team identifies overlooked deductions and optimizes tax positions to minimize liabilities while maintaining compliance with evolving tax regulations.
Fractional CFO
Fractional CFO services provide strategic financial leadership for growing businesses. We offer cash flow management, financial forecasting, and M&A advisory to help clients improve profitability and make data-driven decisions. Our experts act as an extension of your team, delivering insights that align with long-term business objectives.
Bookkeeping
We provide cloud-based bookkeeping and accounting solutions to maintain accurate financial records. Services include monthly reconciliations, financial statement preparation, and real-time reporting. Our systems ensure transparency and provide actionable insights to support business growth and operational efficiency.
Tax Planning
Our proactive tax planning services identify opportunities to reduce liabilities and optimize financial outcomes. We analyze historical returns, implement strategic elections, and monitor legislative changes to ensure clients benefit from the latest tax-saving opportunities throughout the year.
Financial Advisory
Financial advisory services focus on business transformation, capital allocation, and strategic growth planning. We assist with mergers and acquisitions, operational improvements, and risk management to enhance business value and support sustainable growth for entrepreneurs and investors.
People
Johan Garcia
Founder & CEO
Johan Garcia, CPA, MST, is a seasoned accounting professional with over a decade of experience in tax strategy and financial advisory. He previously led tax teams at a Fortune 500 company and specializes in serving entrepreneurs, investors, and businesses across industries.
Questions
What types of clients do you serve?
We specialize in serving business leaders, entrepreneurs, and investors who require strategic tax planning, accounting, and financial advisory services.
How does client communication work?
We use secure virtual communication tools and respond to emails within 24-48 hours to ensure timely, transparent collaboration with clients nationwide.
What accounting software do you use?
We primarily utilize QuickBooks Online to provide real-time accounting and bookkeeping services tailored to each client's needs.
Do you offer fractional CFO services?
Yes, our fractional CFO services provide strategic financial leadership for cash flow management, forecasting, and business growth planning.
How are fees structured?
Our fees are transparent and based on service complexity, with options for monthly or annual billing to suit different business needs.
Can you help with international tax compliance?
Yes, we assist foreign individuals and entities with U.S. tax filing requirements and compliance strategies.
Reviews (1)
Luisa Tluisa Toro
Oct 31, 2023
Report
I really appreciate Johan and JG CPA & Advisory, their accounting and tax services are top of the line. They use innovative technology applications and have excellent communication. The firm provides exceptional services as well as great resources and tools that make running my e-commerce business a lot easier. 5 STARS!