From payroll questions to tax paperwork, our team helps you stay prepared before deadlines become stressful.
Payroll, bookkeeping, tax records, audits, and financial paperwork can take valuable time away from your business. Ortega & Figueroa Accounting & Tax Service, Inc. provides accounting and tax services from an accountant in Margate, FL, helping individuals, small businesses, and professionals keep their finances organized throughout the year.
Our team provides payroll, accounting, bookkeeping, tax preparation, CPA services, trust preparation, small business setup, and year-round tax advice. We focus on clear records, practical guidance, and responsive service, so you can spend less time sorting financial tasks and more time running your business.
Client Satisfaction
Ortega & Figueroa Accounting & Tax Service, Inc. offers financial services for clients in Margate, FL, and nearby areas. Our work supports employee payroll, tax forms, business records, state taxes, and planning needs for individuals and companies.
Keep employee pay, payroll records, and related reporting more organized.
Get support for business finances, financial records, and important money matters.
Track income, expenses, bank activity, and business records with greater accuracy.
Prepare personal, business, corporate, and state tax returns with experienced guidance.
Get accounting and tax support for returns, bookkeeping, business finances, and other financial matters.
Receive guidance with trust records, income, distributions, documentation, and related filing needs.
Get support with business setup, financial planning, and early-stage organization.
Receive year-round tax guidance, helpful tips, and support with IRS notices and correspondence.
Payroll affects employees, tax records, cash flow, and reporting. Small payroll mistakes can lead to delays, confusion, and extra work during tax season. Ortega & Figueroa Accounting & Tax Service, Inc. helps business owners manage payroll records, track key details, and keep financial information easier to review.
This service is helpful for business owners who want fewer interruptions during the week. With payroll and accounting support in place, your business can stay focused on daily operations while important records remain easier to manage.
Clean books help you see where your money is going. Accurate bookkeeping makes it easier to track income, review expenses, manage cash flow, prepare for tax filing, and keep records in order. Our bookkeeping service can also support cash flow forecasting and bank reconciliation.
Tax preparation can become difficult when personal taxes, business taxes, corporate tax services, audits, or tax resolution concerns are involved. Our team provides tax support and clear direction through the process. For CPA services, we assist with returns, bookkeeping, business finances, and other financial matters that need careful review.
Trust preparation requires attention to financial records, tax requirements, and supporting documents. We help trustees, beneficiaries, and families stay organized while addressing trust income, distributions, records, and filing needs.
We also support small business owners with setup, business structure, financial consulting, and planning. These services can help new and growing businesses build a stronger foundation, stay organized from the start, and prepare for future decisions.
Professional Staff
Tax questions do not only come up during tax season. The Tax Advice Membership Program gives individuals and businesses access to helpful tax tips, recommendations, and guidance from accountants, attorneys, and tax preparation specialists.
The program may also help with IRS letters due to audit or review, correspondence from the IRS, and one call to the IRS. It gives clients another way to stay informed, ask questions, and address tax concerns before they become harder to manage.
Every client has different financial needs. Some business owners need payroll and bookkeeping. Others need tax preparation, CPA services, trust preparation, or help setting up a small business. Our team works with individuals, small businesses, executives, and independent professionals who need practical support with important financial tasks.
Choosing the right accountant in Margate, FL matters. Ortega & Figueroa Accounting & Tax Service, Inc. is a Certified Public Accounting and Tax Service, Inc., licensed in Florida. Clients turn to our firm for accounting and tax support, payroll help, bookkeeping services, personal guidance, and year-round service.
Our firm is built on professionalism, responsiveness, and quality. We are experienced, affordable, and committed to providing support that fits each client’s needs.
Our mission is to provide exceptional payroll, accounting, and tax services for small businesses and individuals. We work to make a positive difference for each client through careful guidance, organized records, and dependable financial support.
Tax returns, audits, payroll, bookkeeping, and business setup can take time and create stress. Our team helps simplify these tasks, explain the next steps, and support better planning throughout the year.
Ortega & Figueroa Accounting & Tax Service, Inc. proudly serves Margate, FL, and nearby communities with payroll, bookkeeping, tax preparation, CPA services, trust preparation, small-business setup, financial consulting, and year-round tax advice.
Angelica PabonTrustindex verifies that the original source of the review is Google. This is my second consecutive year doing my taxes here, and overall the staff is incredible and very professional. However, there is one issue that unfortunately affects the experience. The person who answers the phone at the front desk (I do not know her name) is extremely rude to clients. Every time I call, she answers with a very aggressive tone. It’s not even what she says, but the way she says it. She sounds annoyed and upset from the moment she picks up the phone. The day I went to the office, she was also very rough in the way she spoke to me and to another client who was waiting there. In fact, when she walked away to the back office, the other client and I even commented that it almost felt like she might yell at us. Today I called again, and it was the same situation. Her tone was very harsh and unfriendly, so I politely told her that she might want to be a little less aggressive when speaking to clients because it came across as if she were upset or in a bad mood. Shortly after, she called me back, which I found very unprofessional, just to say: “I am not bitter, I just tell people how things work here and I am a very happy person and hang up!” If I were the owner, I would have addressed this a long time ago. Clients should never be treated this way, even if documents are missing or something is incomplete. People call because they need help and guidance. If we already knew everything about taxes, we would not be working with a tax company. Other than that, the service from the rest of the team is excellent. But unfortunately the person at the front desk, who is the first point of contact with clients, leaves a very poor impression of the company. Olga NavarroTrustindex verifies that the original source of the review is Google. Genial, con un personal muy agradable y muy bueno A RTrustindex verifies that the original source of the review is Google. Lissy was very helpful, knowledgeable and friendly. Harry CarrasquilloTrustindex verifies that the original source of the review is Google. I have been doing my taxes with them since 2001 (24 years). They are the best. This year Jenny worked with my son's unfilled taxes since 2016 and she took all the steps to get it done and he even got returns for the last 3 years. I can't recommend them enough. Friendly and very competent (something that I personally hold in high regard). Lucas PyeTrustindex verifies that the original source of the review is Google. This team is full of solution oriented people to ensure you aren't paying a dime more in taxes than you need to! The team there was able to handle my wife's and I's taxes despite us having a combined 5 W-2's and a ton of additional paperwork for my wife's business within an hour and my wife and I were incredibly happy. Would highly recommend! Carlos DuarteTrustindex verifies that the original source of the review is Google. It was an incredible experience, and they are very knowledgeable. They have 30 years in business. My taxes were done correctly, and the perfect amount was refunded on time. You can even do your accounting here as well. Many years of experience and dedication. I would recommend it to anyone and everyone. Thank you, Ortega and Figueroa. I will be right there with your old-time clients. Geraldine JTrustindex verifies that the original source of the review is Google. I’ve been doing my taxes with Ortega & Figueroa for several years. They’re amazing and I wouldn’t change it for anything. I enjoy the peace of mind of knowing my taxes will be done right. g lTrustindex verifies that the original source of the review is Google. Excellent experience for the last 3 years
Financial tasks do not have to take over your schedule. Contact Ortega & Figueroa Accounting & Tax Service, Inc. today to schedule a consultation and get help staying organized, prepared, and ready for what comes next.