Welcome to Perez Goree & Associates - Your Virtual CPA Tax Planning Partner

At Perez Goree & Associates, LLC, we’re not your typical CPA firm. We are a virtual tax planning practice that works exclusively through email, secure portals, phone calls, and Zoom virtual meetings. We work with clients throughout the Unites States.  Our process is streamlined, efficient, and designed to deliver real tax savings for business owners and high-net-worth individuals.

Why Choose Us?

We don't onboard just anyone. Unlike traditional CPA firms, our goal isn't to fill seats; it's to deliver high-value tax savings. Here's how we do it:

1. Document Request: To assess your potential savings, we'll request key documents. This helps us understand your current tax strategy (or lack thereof) and identify missed opportunities.
2. Initial Tax Review: We start by thoroughly reviewing your tax situation. This isn't a sales pitch—it's a genuine analysis to determine if we can save you significant tax dollars.
3. Value-Driven Onboarding: If we can't save you a minimum of $15,000 in taxes per year, we won’t onboard you. Plain and simple.
4. If we mutually decide to together:  We, will draft your customized tax plan identifying specific tax strategies and the associated tax savings with each strategy.  We also cite the Internal Revenue Code (IRC), and court cases to support your strategies.
5. Upon drafting the plan:  We will meet to determine what services you may need to maintain your tax plan such as traditional bookkeeping and financial reporting, payroll services, tax return preparation, budgeting, personal and business financial planning, referral to other professionals (attorney’s, financial professionals) to name a few.

Our Philosophy: Only Pay CPA Fees When You Get CPA Value

Ask yourself:

“Do I believe this firm can save me at least $15,000 in taxes this year?”

If the answer is "yes," let's talk.

• Our Promise: If we can't identify significant tax-saving opportunities, we won't waste your time or your money.

The Smart Business Decision

You shouldn’t want to work with a CPA unless they can deliver meaningful tax savings. If all you need is compliance and basic tax prep, there are cheaper options available.

But if you're looking for strategies that:

• Reduce your tax liability significantly
• Optimize your financial structure
• Maximize deductions and credits legally and effectively

...then you’re in the right place.

Ready to get started?

Take the first step. Submit your information for a free tax savings assessment.

We’ll review your situation, identify potential savings, and let you know if we can help you keep more of your hard-earned money. If we can't save you big, we’ll tell you that upfront.