Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At J.A. Rodriguez CPA, LLC, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an advanced technology platform so you always have convenient, real-time access to your financial documents and our staff. Via our Client Center, you can log in to your secure, personalized portal to view and print documents, enter data, access client accounting software, or contact us directly with questions. It’s all about creating the best possible experience for you. We are your Next Generation Accounting Firm.
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Your rental properties can provide a valuable tax shelter when you deduct your rental losses against other income. One important step to take if you want to deduct your losses is to pass the tax code’s 750-hour test. It's one of the ways taxpayers get to prove that they are real-estate professionals.
Most of us who are still working have a healthy interest in planning for retirement! If the thought of not being financially ready for retirement brings you feelings of anxiety, you are not alone. Our firm’s financial professionals can help keep your retirement plans on track. In addition, these tips will help you proactively prepare.
For some people, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what the distinctive features of a Roth IRA are before making the choice.