We offer a wide range of services including tax preparation and planning, accounting services, business consulting, payroll services, and financial statement preparation.
Our services are designed for individuals, businesses, investors, and organizations across various industries such as real estate, healthcare, law, retail, and more.
We specialize in multiple industries including real estate, law firms, medical and dental offices, wholesalers, retailers, restaurants, manufacturers, and more.
Yes, we provide services for international clients, including tax planning and compliance for those doing business in the US.
If you choose to participate in any Cortes Accounting & Associates. promotion that may involve the use of text messaging (either sending or receiving), Cortes Accounting & Associate will not charge you for the text messaging; however, standard text messaging rates will apply to each text message sent or received as provided in your wireless rate plan (contact your carrier for pricing plans and details).
For your first appointment, please bring any relevant financial documents, previous tax returns, identification, and any specific questions or concerns you have.
We adhere to strict confidentiality and privacy standards to protect your financial information. Our secure systems and protocols ensure that your data is safe with us.
Yes, we offer tax resolution services to help you manage and resolve any issues with the IRS, including audits, back taxes, and other compliance matters.
The frequency of meetings depends on your individual needs and circumstances. Generally, we recommend at least quarterly meetings for businesses and annual meetings for individuals.
As a boutique CPA firm, we provide personalized and dedicated service to each client. Our extensive experience and industry-specific expertise allow us to deliver tailored solutions that drive success.
1. SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communications:
If you have consented to receive text messages from Cortes Accounting, you may receive messages related to the following (provide specific examples):
• Appointment reminders
• Follow-up messages
• Billing inquiries
• Promotions or offers (if applicable)
Example: "Hello, this is a friendly reminder of your upcoming appointment with Cortes Accounting at [Location] on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."
3. Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to your [appointments/billing, etc.].
Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."
4. Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5. Opt-In Method:
You may opt-in to receive SMS messages from Cortes Accounting in the following ways:
• Verbally, during a conversation
6. Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7. Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)
Additional Options:
• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8. Standard Messaging Disclosures:
• Message and data rates may apply.
• You can opt-out at any time by texting "STOP."
• For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
• Message frequency may vary
Consent: We require explicit consent from customers before sending any text messages. This consent is obtained through opt-in forms where customers agree to receive messages.
Opt-Out Mechanism: Every message we send includes an easy way for customers to opt out of future messages, such as replying with “STOP.”
Message Content: We ensure that all messages are relevant, informative, and sent at appropriate times to avoid inconvenience.
Privacy Protection: We protect customer data by adhering to strict privacy policies. We do not share personal information with third parties without explicit consent. SMS consent and Phone number will never be shared with any third party or affiliated for any marketing reasons
Compliance with Regulations: We comply with all relevant regulations, including the Telephone Consumer Protection Act (TCPA) and guidelines set by the Cellular Telecommunications Industry Association (CTIA).
Record Keeping: We maintain records of consent and opt-out requests to demonstrate compliance and to ensure that we respect customer preferences.
