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CPA Services - Palm Beach, FL

Palm Beach CPA Tax & Accounting Services for Business Leaders, Entrepreneurs, and Investors

Whether you’re launching or expanding a business, seeking expert tax guidance, in need of efficient and proactive bookkeeping, aiming to optimize and minimize taxes, or pursuing real estate investments, we have tailored solutions.

Palm Beach CPA - Tax & Accounting Solutions

Tired of Generic Tax Services?

Our CPA tax services optimize your tax strategy and streamline financial operations. Tax laws change, but our proactive approach ensures maximum tax benefits while maintaining compliance and protection from IRS complications.

Frustrated with Inefficient Accounting Solutions?

Our CPA accounting and bookkeeping services simplify financial processes and enhance financial clarity. Delegate your accounting and bookkeeping to us and focus on business growth.

We Help Business Leaders, Entrepreneurs, and Investors Reduce Tax and Keep More Of Their Hard-Earned Money

Palm Beach CPA - Tax & Accounting Services



Master Your Finances: Accounting & Bookkeeping

Our Palm Beach CPA accounting and bookkeeping services empower businesses with over a decade of expertise. We provide custom-fit solutions for streamlined and financially sound operations.

Navigate Tax Preparation & Planning with Confidence

Taxes are your life’s biggest expense. Taxes should not be a maze of confusion. Partner with us for specialized Palm Beach CPA tax services tailored to your unique needs and challenges, whether for business or personal taxes. With over a decade of specialized CPA tax experience, we understand that a one-size-fits-all approach does not exist in the realm of taxes. 

Work With Us

JG CPA & Advisory - consultation

Initial Consultation

Schedule a virtual or phone meeting with us to discuss your immediate needs, financial goals, and any questions you may have. We prioritize understanding your needs first.

JG CPA & Advisory - proposal


Based on your unique needs and requested services, we craft a personalized proposal outlining the services we will offer.

JG CPA & Advisory - agreement


We formalize our partnership through a clear and straightforward agreement, ensuring mutual understanding and trust from day one.

JG CPA & Advisory - onboarding

Seamless Onboarding

Transitioning from your previous CPA? We guarantee a smooth process, from software integration to secure data migration.

Frequently Asked Questions (FAQs)

How does client communication work at your firm?

Our nationwide team leverages cutting-edge technology for seamless virtual communication or phone conversations. Emails are acknowledged upon receipt and responded to within 24-48 hours, ensuring a superior client experience.

What types of clients do you typically serve?

We specialize in strategic tax planning and financial advisory services tailored to diverse clients, including business leaders, entrepreneurs, and investors.

Where are you located?

Our main location is in Miami, FL, but we serve clients nationwide and occasionally internationally as a remote/virtual CPA firm.


How is your fee structure designed?

Our transparent fees are based on the complexity and scope of the work involved, often including tiered packages with monthly or annual subscriptions.

What types of businesses do you work with for bookkeeping and accounting?

We serve a diverse clientele, ranging from sole proprietors to businesses with up to 100 employees, across various industries.

What is the cost of your accounting and bookkeeping services?

Our fees are customized based on your business’s size, transaction volume, complexity, and accounting system needs.


For new clients or those requiring initial accounting system implementation, excessive clean-up, and/or substantial up-to-date work, we generally charge you separately for this additional service. Post this, regular bookkeeping or accounting billing cycles commence.

What type of tax returns do you prepare?

We prepare Federal and State tax returns for various entities, including individuals, S-Corporations, partnerships, C Corporations, trusts, and international tax returns.


Who is a good fit for monthly bookkeeping or accounting services?

Investors, entrepreneurs, and businesses in the growth stage or established benefit from our monthly services, allowing them to focus on business growth.


What accounting and bookkeeping software do you work with?

We currently utilize QuickBooks Online for our client accounting systems.


Do you have a Palm Beach office address or location address?

Yes, we do have a Palm Beach location address, it is

500 S Australian Ave, Ste 600, West Palm Beach, FL 33401

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