Assurance Services Product

Assurance Services

We specialized in audit of not for profit and for profit entities.


An audit is the examination of the financial report of an organization. The purpose of and audit is to form a view on whether the information presented in the financial report, taken reflects the financial position of the organization at a given date.


A review engagement is conducted to provide limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with the financial reporting framework.


In a compilation engagement, the objective is to assist management in presenting in the form of financial statements without undertaking to provide any assurance that there are no material modifications that should be made to the financial statements so they will conform to the acceptable financial reporting framework.


Individual Tax Planning and Tax Preparation

Tax Services

At Iván Pérez, CPA, we offer a range of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to the preparation of personal and corporate returns to effective representation before taxation authorities.

Individual Taxes

At Iván Pérez, CPA, we specialize in accurate preparation of your personal income taxes. Our knowlede and experience ensure that you receive all the deductions to which you are entitled.

Tax Planning and Return Preparation

At Iván Pérez, CPA, we believe that planning is the key to an individual’s overall financial health, and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals.


Small Bookeeping and Accounting

General Accounting and preparation of financial Statement Services

Book keeping Services

Bookkeeping refers to recording of financial transactions in an accounting system. We will tack all business financial transactions and keep up to date your financial records.

W-2 & Payroll 1099 Services

Payroll Services

At Iván Pérez, CPA, we will manage your payroll and calculate benefits withholdings for employees.

Corporate Taxes Services

Corporate Taxes

At Iván Pérez, CPA, careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer expert tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.


Account Services

  • Financial Statement Preparation
  • Cashflow Analysis
  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Invoice Preparation
  • Year-end Closing
  • Job Costing
  • Payroll


  • Individual Tax Return
  • Business Tax Return
  • Electronic Filling
  • Sales Tax Returns
  • Year-Round Service