Our Services

What We Do

Cortez & Associates delivers expert tax planning, audit support, and strategic advisory services tailored to individuals and businesses. Our team combines deep industry knowledge with personalized guidance to help you stay compliant, reduce liability, and grow with confidence.

Tax Services

Comprehensive tax solutions tailored to individuals and businesses.

Business Tax

Navigate complex business tax requirements with confidence.

Individual Tax

Personalized tax preparation and planning for individuals and families.

Tax Planning / Strategy

Maximize savings with proactive tax strategies.

Tax Credits & Deductions

Identify and claim every deduction and credit you’re entitled to.

Business Services

Reliable financial services to support your business operations.

Bookkeeping

Keep your finances organized with accurate and timely bookkeeping.

Payroll Services

Streamlined payroll processing for businesses of all sizes.

Outsourced CFO

Gain expert financial oversight without the full-time cost.

Business Formation & Startup

Set your new business up for success from day one.

Audit & Assurance

Ensure financial accuracy and integrity with our audit services.

Audit

Independent audits to verify your financial statements.

Reviews and Compilations

Limited-scope reporting for internal or external use.

Forensic Accounting

Investigate financial discrepancies with precision and care.

Advisory

Strategic insights to help you make informed business decisions.

Internal Audits

Improve internal processes and manage risk effectively.

SOX Compliance

Stay compliant with Sarbanes-Oxley regulations.

Operational Audits

Optimize efficiency and performance across your organization.