Herman P Ortiz, CPA PC
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Herman P Ortiz, CPA PC
These are common statements we hear most often from our clients. We respond to our clients within 2 business days or sooner. We ask a lot of questions in order to best serve your business and family. Delivering on this promise means we have to be accessible, and not just at tax time. Whether you need to find out about new tax laws or how a change in your life or business could affect your finances, the Herman P Ortiz, CPA PC team is here to answer your questions and keep you on the right path.

Filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We can also assist if you find yourself on the wrong side of the IRS. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

Opening your own business is exciting and thrilling. It's everything that comes after that dictates whether a small business will make it or not.
Services
Herman P Ortiz CPA PC is a small Certified Public Accounting firm and is seeking a part time Bilingual Spanish/English Accounting Receptionist at our location at, 20 Broad Hollow Road, Suite 3012 Melville NY 11747.
We are looking for a professional, personable and energetic receptionist to join our team.
Must be bilingual in English and Spanish.
Our hours are 9:00-5:00 monday thru friday.
Responsible for greeting all clients, handle all calls and properly screen calls for Accountants, conduct general intake information, mail: data entry, ,m anage accountants calendars, appointments and billings: file management and general correspondence.
We strive to provide the best possible service for our clients.
Please leave a review to let us know how we are doing and to share your experience with others.
Very pleased with my experience here with Herman and Anthony over the past couple of years.
I would highly recommend them for any accounting needs and services.
Extremely knowledgeable and informative backed with solid communication, and very transparent.
Not since Archimedes himself have I encountered a man who knows how to work numbers quite like Mr. Herman P Ortiz.
Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever.
If you've tried tax preparation software and found it confusing, you're not alone.
As the tax code becomes more complex, so does tax preparation software -- and you might not be getting all of the tax breaks you're entitled to.
Here's something else you might not know: When you use tax software, you might not understand what's on those forms you sent to the IRS.
If the IRS audits your return, do you know that your tax preparation software is not liable -- you are.
Most people have clear financial goals, whether it's having enough money to retire comfortably, saving enough for your children's education, or passing accumulated wealth to future generations.
These are valid concerns.
Financial planning is complicated, and you're busy enough with everyday life.
The good news is that we have answers.
As a premier financial services firm, we know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.
Do you have an elderly family member who needs help with day-to-day finances such as paying household bills or balancing a checkbook?
Are you worried that financial predators might be taking advantage of your elderly parents?
As specialists in elder care accounting services, we provide financial services and support for seniors who might need help handling their finances, whether it's managing assets to maintain wealth or paying household bills on time.
Most adult children are too busy taking care of their own families, are too far away, or simply lack the specialized knowledge needed to be of much help.
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