Committed to delivering reliable, personalized, and efficient accounting & tax services.

WHY WORK WITH US?

Your Partner in Financial Success

We make taxes and accounting simple. By eliminating unnecessary costs and using the latest technology, we provide the high-quality service you’d expect from a large firm—without the high price tag.

Clear Results

Our team works closely with you to understand your needs and create solutions that deliver results.

Personal Service

We treat every client like a partner. You’ll get direct support tailored to your situation, whether you’re a small business owner or an individual.

Year-Round Support

Our team doesn’t just show up during tax season. You’ll have access to our team whenever you need us.

CORE VALUES

Our Approach to Accounting and Client Success

Accuracy & Expertise

We ensure every detail is correct, every strategy is sound, and every client receives expert guidance tailored to their needs.

Personalized Service

No two clients are the same. We take the time to understand your unique situation and provide customized solutions that work for you.

Integrity & Transparency

Trust is the foundation of our firm. We communicate openly, provide clear explanations, and always act in your best interest.

Unmatched Support

We’re here when you need us—not just during tax season. Whether you have a question or need strategic advice, we’re always available to help.

About

The Story Behind Ron Ortiz, The Tax CPA

Ron Ortiz brings over two decades of experience in business development and tax planning, helping small business owners and individuals optimize their financial strategies. As the Managing Partner of Ron Ortiz, The Tax CPA, he focuses on minimizing tax liabilities, improving business structures, and providing expert financial guidance. His hands-on approach ensures that clients receive tailored solutions designed for long-term success.

Before founding his firm, Ron served as Tax Director at a Big 10 National CPA Firm, where he specialized in tax compliance and multi-state taxation. His extensive background in navigating complex tax laws has equipped him to provide strategic advice in areas such as family wealth management and financial planning, ensuring clients protect and grow their financial legacies.

Under Ron’s leadership, the firm integrates cutting-edge technology to streamline operations and enhance client experiences. By leveraging secure digital platforms and automation, he makes tax and accounting services more efficient and accessible. At its core, Ron Ortiz, The Tax CPA, is committed to providing expert financial services with a personal touch, helping clients achieve financial confidence and long-term success.

GET STARTED

Take the First Step Toward

Stress-Free Taxes

Don’t let tax season overwhelm you. We make filing simple, accurate, and stress-free. Whether you’re filing for the current year, catching up on past returns, or need IRS assistance, we’re here to help.