Luisa Ortega, CPA

Your Outsourced Accounting Partner

There are few topics that cause more stress and worry than taxes and finances. Allow a Certified Public Accountant to ease the burden and help you cross those troublesome accounting tasks off your to-do list.

While based in California, we can remotely assist you with a variety of accounting services – regardless of where you are located.

Learn more about how we can serve you, and why more and more professionals are switching to remote accounting services.

Benefits of a Virtual Accountant

Our Services

Tax Preparation

We specialize in individual & business tax returns – from simple to complex tax situations. Our goal is to optimize your taxes to ensure maximum tax savings with accurate filing and reporting, and to facilitate communication with the various taxing agencies.

Bookkeeping & Quickbooks

We are passionate about getting your business finances in order – and the best way to do this is by keeping your books up to date and your transactions correctly categorized. We are here to help – whether you need help setting up your Quickbooks, maintaining your monthly financials, or need a major cleanup. Our goals is to provide you with the information that you need to successfully run your business.

Fiduciary Reports

We take your raw financial data and turn it into practical and useful reports. We provide court approved Estate, Fiduciary, and Conservatorship accountings to help you report to the necessary and interested parties.

Financial Budget & Planning

There is no better time than the present to prepare for your future, and we are here to help. Planning and budgeting can help you reach your financial goals – whether you need a budget to pay off debt, plan your next big purchase, or think ahead for retirement. Each client is treated with an individualized plan and periodic review.