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About Us

MONTERO CPA

It's not just about the numbers, we know what your money needs.
Let me do the math!

ABOUT US

At Montero CPA, we take the time to get to know each of our clients. This personal attention allows us to understand and manage every aspect of their personal or corporate finances. Schedule a free consultation to learn more about our tailored financial services.

Numbers
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OUR SERVICES

Corporate and personal income taxes

Our Firm specializes in preparing State and Federal income taxes for both businesses and individuals. With more than 15 years of experience in the field, rest assure that your tax returns will be prepared with the utmost care and professionalism, and with the goal of minimizing your tax liability. Most importantly, our service to you does not end when we file your taxes, but we will be available for any questions or issues you might have after your taxes are filed. Thinking of doing it yourself? This could end up costing more in the long run in missed credits and incentives! Unless a person fully understands the tax laws, they are taking a big risk with their taxes and money, as mistakes can translate into more taxes owed and/or penalties and interest assessments from the IRS for miss reporting your tax situation. Call us at (954) 683-2628 or request a free consultation online today!

New business formation and tax structure

The first step in bringing to life your business idea is to choose the correct business and tax structure for your endeavor. This is perhaps the first most important step to take as it will dictate how your profits are taxed. Hiring an expert to help you choose how you organize your business can make the difference in the long haul, as it can have an impact in your retirement and family future. Our experience in the field will help you choose the right business structure that fits your specific situation. After your business is organized, we can help you with your bookkeeping needs, or help you set up your accounting in the software of your choice. Call us at (954) 683-2628 or request a free consultation online today!

Controllership and CFO services.

As small business owner ourselves, we realize how time consuming and stressful running a business can be. With our controllership and CFO services, we will gather your business data and put them in an easy-to-read format, so you know how well your business is doing. You focus on expanding your business while we focus on delivering metrics that help identify your business’s strengths and weaknesses.  The accounting tasks of your business can become overwhelming and can pile up very quickly, and this is where you should call Montero CPA to have their team keep your business records organized and help you be compliant with all your tax and accounting deadlines. 

Our Firm specializes in helping small or medium size businesses with their accounting processes and keeping their books organized so you can easily determine how you well your business is doing, or which areas need your attention. Call us at (954) 683-2628 or request a free consultation online today!

Testimonials

TESTIMONIALS

“I highly recommended Oriel Montero for all your accounting needs.He is always there when you needed .The Best CPA I have ever had.I am very happy I found him.”

Alejandro P

Contact Us
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CONTACT
LOCATION
OPENING HOURS

Email: omontero@monterocpa.com
Phone: 954-683-2628
Fax: 954-208-3485

2574 N University Dr, Suite 210 Sunrise, Fl, 33322

Mon - Fri: 9am - 5pm

​​Saturday & Sunday: Closed

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