Ongoing Accounting & Advisory Services

These services are designed for business owners who want year-round oversight, not just year-end filing.

Monthly Accounting & Financial Oversight

Best for: Business owners who want clean books and clarity year-round.

Ongoing bookkeeping and financial reporting designed to keep your records accurate, organized, and decision ready throughout the year.

  • Monthly bookkeeping and account reconciliations
  • Financial statement preparation (Profit & Loss, Balance Sheet)
  • Ongoing review and issue identification
  • Support and guidance related to your accounting system

Tax Compliance & Strategic Planning

Best for: Owners who want proactive tax decisions, not surprises. 

Proactive tax planning and compliance support designed to reduce surprises and ensure tax decisions are made intentionally.

  • Year-round tax planning meetings
  • Business tax compliance support
  • Estimated tax guidance
  • Entity structure and compensation planning (as applicable)

Outsourced CFO & Advisory Support

Best for: Owners making growth, cash flow, or pricing decisions. 

Advisory support for business owners making decisions related to growth, cash flow, profitability, and long-term planning.

  • Cash flow and profitability analysis
  • Planning and strategy discussions
  • Decision support for owners
  • Ongoing advisory access

Project-Based & Individual Services

These services are designed for clients who need targeted support without an ongoing engagement.

Individual & Business Tax Preparation

  • Individual income tax return preparation
  • Business tax return preparation
  • Electronic filing and compliance review

Standalone Tax Planning

  • One-time tax strategy review
  • Entity and compensation considerations
  • Estimated tax planning guidance

One-Time Consulting & Cleanup Projects

  • Bookkeeping cleanup and catch-up
  • QuickBooks review and corrections
  • Targeted consulting and second-opinion reviews

Individual Tax Preparation

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Business Tax Preparation

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Tax Planning

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Legal Entity Structure Guidance

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Business Accounting Services

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Helping clients navigate the complex world of taxes with clarity and confidence

I’m Marco A. Perez Zamora, founder of Perez Zamora, PLLC, a tax services firm dedicated to providing personalized, expert tax solutions for individuals and businesses alike. With over 10 years of experience in tax preparation and a Bachelor’s degree in Accounting, I’ve spent my career helping clients navigate the complex world of taxes with clarity and confidence. My mission is simple: to offer tax services that are not only accurate and reliable but also tailored to the unique needs of each client.

contact me.contact me.

Marco Perez-Zamora
414.702.3698

I’m here to support you every step of the way.

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