Hire the Best Auditors in Florida

Experienced CPA and auditor with over 15 years experience. Previously worked at an international top CPA firm and national CPA firm. I presently manage my own practice performing audits of privately held and non profit entities including non profits, homeowner/condominium associations, construction, manufacturing, and other business entities with revenues in excess of $50M. Have extensive experience managing numerous audits and very deep knowledge of technical accounting, internal control, and US GAAP and SEC rules. Also very deep experience preparing and reviewing GAAP financial statements. Please contact me if I could be of assistance

A seasoned tax professional, and former IRS Auditor familiar with International Taxation, IRS resolution, and tax advisory. My tax experience predominantly includes helping individuals who reside abroad and business owners operating overseas: expats/digital nomads working abroad, U.S. corporations with foreign subsidiaries, non-residents, foreign investors, as well as dealing with foreign corporations, foreign partnerships, and reporting foreign financial assets. Extensive experience with the preparation of the following personal and business U.S. tax filings for Individuals, LLC’s, Partnerships, S-Corporations, C-Corporations (generally charge a flat fee based on complexity): - Form 1040 U.S. Individual - Form 1040NR (Non-Resident) - Form 1065 Partnership/LLC - Form 1120 C-Corporations - Form 1120 S-Corporations Furthreomre, inclusion of various international tax reporting forms: - Form 2555 - Foreign Earned Income Exclusion - Form 1116 - Foreign Tax Credit - Form 5471 - Controlled Foreign Corporations - FBAR - Report of Foreign Bank and Financial Accounts (FBAR) - Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons Further experience includes: • Ensure clients are meeting tax compliance obligations pertaining to deadlines, tax payments, and return filing. • Communicate with current clients for requests for documentation, planning, responding to inquiries, and the and tax effects of certain transactions. • Develop International Tax Structures for clients to plan the most efficient tax structure and compliance summary for their business. • Assist clients with annual tax planning for tax reduction/avoidance or deferral. • Consult with potential clients regarding tax compliance and resolution. • Help in resolving past tax compliance issues, as well as recommend streamlined filing compliance procedures for those who qualify.

Most small business owners don't realize their books have a problem until they're staring down an IRS notice — or their tax preparer is asking questions they can't answer. If your books are messy, incomplete, or years behind, I fix that. I make your financial records clean, accurate, and defensible before the IRS ever has a reason to look. What I Do: • Bookkeeping cleanup and reconstruction — whether you're one quarter behind or three years behind, I rebuild your records so they're tax-ready and can hold up under examination. • Federal tax preparation — 1040, 1120, 1120-S, 1065. No shortcuts, no plug numbers. Every return I prepare ties back to documented, categorized records. • IRS representation — audits (field and correspondence), installment agreements, offers in compromise, audit reconsiderations, and appeals. I know how the IRS builds a case because I used to be the one building it. • Tax-ready reporting — P&L and Balance Sheets that reflect reality, not guesswork. Why Me and Not Someone Cheaper: I spent 4.5 years as an IRS Revenue Agent in the Small Business/Self-Employed division. I examined tax returns, reconstructed income, and assessed penalties for a living. Now I use that same knowledge to protect small business owners instead of audit them. I'm also an Enrolled Agent (admitted to practice before the IRS) a QuickBooks Online ProAdvisor (Level 2), and Xero Certified (Level 2). I hold a Bachelor's in Accounting and a Master's in Management. My Scope — Read This Before Reaching Out: • Federal tax and bookkeeping only. • No payroll, sales tax, employment tax, or state returns. • I work in QuickBooks Online and Xero. No desktop software. Who I Work Best With: Small business owners under $10M in gross receipts who need their books cleaned up, their taxes filed correctly, or help dealing with the IRS. You don't need to understand accounting — that's my job. But you do need to be responsive, provide documents when I ask, and value getting it right over getting it cheap. If that sounds like you, send me a message with a brief description of what you need and I'll let you know if I can help.

I am a Certified Public Accountant, Certified QuickBooks ProAdvisor and a mortgage broker. I have a Bachelors and Masters degree in Accounting.I have experience in Big Four Accounting and fortune 500 Corporations. I provide a variety of services, including, but not limited to, Business Consulting, Bookkeeping, Tax Preparation and Advice, Computer Accounting System Assistance, Compilations, Reviews, audited financials, CPA letters for lender confirmations,and income verification letters. My mission is to provide best-in-class service to my clients.

ALVAREZ & BROWN CPA GROUP Certified Public Accounting Firm — Tax, Audit, and Transaction Advisory Licensed CPA firm in Florida and Massachusetts. Member of the American Institute of Certified Public Accountants (AICPA). Authorized to prepare and file federal and multi-state tax returns. WHAT WE DO We provide CPA-level tax, audit, and advisory services for businesses, investment entities, and high-income individuals. Our work is designed to hold up under investor, lender, and regulatory scrutiny. We are typically engaged when accuracy, structure, and defensibility matter. CORE SERVICES Audit & Assurance: Financial Statement Audits GAAP Audits (Public & Private Company) CPA Reviews (Reviewed Financial Statements) CPA Compilations Attestation Engagements SOC 1 Reports SOC 2 Reports Internal Control Evaluations Investor & Lender-Ready Financials Tax Services: Corporate Tax Returns (C-Corp, S-Corp) Partnership Tax Returns (Form 1065, SPVs, Funds) Individual Tax Returns (High-Income / Complex) Multi-State Tax Compliance & Apportionment K-1, K-2, K-3 Reporting Tax Planning & Structuring Act 60 Accounting: Financial Statement Preparation Audit-Ready Financials Book Cleanup & Catch-Up Work GAAP Conversions Transactions & Advisory: Financial Due Diligence Quality of Earnings (QoE) M&A Transaction Advisory Acquisition Support Investor Reporting SPECIALIZED EXPERIENCE Investment funds, SPVs, and multi-entity structures Multi-state and cross-border tax considerations Businesses preparing for audits, capital raises, or sale Situations requiring CPA-reviewed or CPA-audited financials CLIENT PROFILE We work with: Operating businesses ($1M–$50M+) Investment entities and syndicates Founders, operators, and investors Clients preparing for audits, diligence, or financing Most clients come to us when: Prior work was incorrect or incomplete Financials need to be audit-ready A CPA is required for third-party reliance (bank, investor, regulator) HOW TO START Send a brief overview including: Entity type and structure Revenue range States involved Services needed (audit, review, tax, etc.) We will respond with a clear scope and next steps.

I’m Monica Rios, a U.S. CPA and the founder of Summa CPA—a firm dedicated to providing accurate, timely bookkeeping and accounting support for small to mid-sized businesses. With extensive and verifiable experience, I lead our team in building reliable financial processes that help our clients operate with clarity and confidence. Our Core Strengths: • Month-End Closings: We handle bank, credit card, loan, vendor, and customer reconciliations; AP/AR management; adjusting journal entries; intercompany transactions; accruals; payroll; sales tax; and financial statement preparation and reviews. • Special Projects: Our team specializes in complex clean-ups, multi-year reconciliations, intercompany accounting, audit support, and IPO preparation. • Odoo Accounting Configuration & Implementation: We configure Odoo accounting modules tailored to your business needs, including tax setup, chart of accounts customization, automation of bank feeds, integration with e-commerce platforms, and workflows to streamline your accounting operations. Software Proficiency: • Accounting Platforms: QuickBooks Online/Desktop, Odoo (including setup, configuration, and ongoing support) • Third-Party Apps & Platforms: Amazon, Shopify, Faire, Etsy, Expensify, Stripe, Square, A2X, Relay, LoanPro, ADP, Gusto • Project Management Tools: TaxDome, Trello, Connecteam, Asana, Monday.com Clients work with Summa CPA because we deliver high-quality, dependable work with clear communication. Whether you're building your accounting function from the ground up or resolving legacy issues, we provide structure, accuracy, and strategic insight. We’re open to setting a fixed monthly fee for long-term work after an initial 1–2 month engagement to assess scope and workflow. We appreciate the opportunity to support your business and look forward to connecting. Best regards, Monica Rios, CPA Founder, Summa CPA