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Beatriz Aguero Morejon, CPA, PA

5.0(
4
)
Accountants/Tax Consultants, Financial Planning,

About us

Beatriz Aguero Morejon, CPA, PA provides business consulting, tax planning, financial advisory services and consulting. Our company was founded on a solutions based philosophy that places emphasis on providing the very best in customer service to all of our clients. Our firm is a paperless office environment in order to minimize waste and maximize efficiency for our clients. Information security is of the highest priority. All of our systems are outfitted with advanced, high level safeguards and redundant backup systems to ensure client information is safely stored and protected.

Business highlights

21 years of experience

Services we offer

Accounting, bookkeeping, financial statement preparation, tax preparation, tax audit, e-file, payroll & personal financial planning.

Amenities

Eco Friendly Accreditations

Yes

Free Estimates

Yes

Accepted Payment Methods

  • American Express
  • Check
  • Visa
  • MasterCard
Reviews
5.04 Reviews
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Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
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2
0%
1
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Showing 1-4 of 4 reviews
Jeff M.
Apr 2016
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
unknown
Leonardo L.
Feb 2015
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
The details of the case were presented and Beatriz showed an immediate understanding of the subject. She provided a precise and high-profile indication about the best alternative for the agreement to be structured and estimated cost for such alternative. She displayed very professional and gentle manners. Staff was also kind. I will definitely continue using her services.
Sergio S.
Jul 2014
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
Last year my wife and I had to write a large check (ugh) to the IRS. My wife and I both work and have no children or dependents to claim. I called her office to see if there was anything we could be doing to limit the amount we owe to the IRS at the end of the year. Beatrice was very helpful when we spoke. I spoke to Beatrice for 10-15 minutes about my family's tax situation. She did not charge me and was very helpful. She seemed very professional and responsive. I am going to use her firm to help us file this upcoming year.


Khalid E.
Apr 2014
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
I called Beatriz and asked her advice on the structure for a new business. She was helpful, easy to understand, and did not charge me for the roughly 30 minute conversation.
Alirio Z.
Jul 2013
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
$1,600
Phone contact
Visit the facilities
Interview
Send by email all documents
Received forms for revision and approval
Received invoice for services
Paid services
Received forms processed

Jose M.
Jun 2012
5.0
Accountants/Tax Consultants
Yes, I recommend this pro
$800
My experience was very good with the preparation of my business taxes. Their firm is a paperless environment which provides the most up to date technology which makes the transfer of information much faster.

Licensing

Insured

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

Beatriz Aguero Morejon, CPA, PA is currently rated 5.0 overall out of 5.

Monday: 9:00 AM - 5:00 PM Tuesday: 9:00 AM - 5:00 PM Wednesday: 9:00 AM - 5:00 PM Thursday: 9:00 AM - 5:00 PM Friday: 9:00 AM - 5:00 PM Saturday: Closed Sunday: Closed

Beatriz Aguero Morejon, CPA, PA accepts the following forms of payment: American Express, Check, Visa, MasterCard

Yes, Beatriz Aguero Morejon, CPA, PA offers free project estimates.

Yes, Beatriz Aguero Morejon, CPA, PA offers eco-friendly accreditations.

No, Beatriz Aguero Morejon, CPA, PA does not offer a senior discount.

No, Beatriz Aguero Morejon, CPA, PA does not offer emergency services.

No, Beatriz Aguero Morejon, CPA, PA does not offer warranties.

Beatriz Aguero Morejon, CPA, PA offers the following services: Accounting, bookkeeping, financial statement preparation, tax preparation, tax audit, e-file, payroll & personal financial planning.