Strategic insight, rigorous execution
Accounting, tax advisory and business consulting services built around your financial priorities. Technical expertise with personalized attention, in English and Spanish.
Solutions for your financial priorities
Audit and assurance
Evaluation of financial information and financial statements in accordance with the scope and requirements applicable to each engagement.
Tax and tax advisory
Tax planning and tax compliance for individuals and businesses, addressing your obligations and objectives.
Accounting and outsourced accounting
Transaction recording, reconciliations, financial statement preparation and payroll management to support financial control.
Business consulting
Accounting and financial analysis to guide decisions, assess priorities and support the management of your business.
A trusted team for your growth
Franklin Caraballo, CPA
Managing Partner, CPA · Leads your consultations
Managing Partner. Certified Public Accountant with experience in audit, tax and business consulting.
Giselle Marmolejos
Partner, Operations · Coordinates your case after the consultation
Partner. More than fifteen years of experience in business operations and advising small businesses. Graduate of Rutgers Business School.
- Restaurants
- Beauty salons and spas
- Construction and contractors
- Real estate
- Transportation and trucking
- Medical and dental practices
- Legal and professional services
- Retail and stores
- Cleaning and maintenance
- Insurance agencies
- E-commerce
- Nonprofit organizations
A structured approach from day one
Book your consultation
Select an available date and time for your initial consultation.
Assessment of your needs
We will review your accounting and tax priorities to identify the relevant services.
Scope and service proposal
We will define the services, responsibilities and fees in a proposal for your review.
Frequently asked questions
Who will I meet with during the consultation?
Franklin Caraballo, CPA, personally leads every initial consultation.
How do I book my consultation?
Select an available date and time and confirm your details.
What does the initial consultation include?
A preliminary assessment of your accounting and tax needs.
Is there a cost for the initial consultation?
The initial consultation is at no cost with the code for your city.
What documents should I have ready?
Your most recent tax returns, financial statements and any notices from the IRS or the state tax authority.
Who manages my case after the consultation?
Franklin Caraballo, CPA, directs your case and our operations team coordinates the follow-up.
Do you serve my state?
We serve individuals and businesses in Florida and Massachusetts, with knowledge of each state's tax regulations.
How do I verify the firm's license?
Our CPA (Certified Public Accountant) licenses in Florida, Massachusetts and Maine are public and can be verified on CPAverify.
Which languages do you offer?
English and Spanish.
Which industries do you serve?
Restaurants, beauty salons and spas, construction, real estate, transportation, medical and professional services, retail, among others.
Do you work with individuals or only businesses?
Both.
How are fees determined?
Based on the scope of each service, through a written proposal before we begin.
Does the consultation include tax preparation?
No. Preparing and filing returns requires a separate service agreement.
Can you help me with an IRS letter or back taxes?
Yes. We review the notice, represent you before the IRS or the state authority and bring outstanding returns into compliance.
Can I switch to your firm if I already have an accountant?
Yes. We coordinate the transition and the transfer of your accounting and tax information.
How do you protect my information?
Your documents are exchanged exclusively through our Secure Client Portal (https://caraballocpa.sharefile.com/), with protected access and confidential handling.
Technical expertise with personalized attention
Let us discuss your priorities and the scope of services your situation requires.
Book your consultation