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Ana B. Garcia, CPA, MSA, CTP

Ana B. Garcia, CPA, MSA, CTP

Reviews Summary

The consensus highlights exceptional professionalism, expertise, and personalized service, particularly in tax strategy and real estate. Clients consistently praise the significant tax savings, often totaling thousands annually, achieved through meticulous planning and deductions. Many emphasize long-term trust, with years of reliable service, and commend the team's efficiency, clarity, and stress-free process. The reviews frequently note the CPA's honesty, dedication, and ability to optimize financial outcomes, making her a top recommendation for both personal and business tax needs.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate

Contact Information

Address

13640 N Kendall Dr Suite 1039

Miami, Florida 33186

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Before working with Ana Garcia, I felt anxious and overwhelmed by taxes. The most helpful aspects of your service were the clear explanations, organized process, and thoroughness, which made everything easy to understand. Working with you gave me peace of mind knowing my taxes were done right, likely saved me money through identified deductions, and made the whole process smooth and stress-free. I highly recommend Ana B. Garcia, CPA!

Previously, my income tax "expert" was unaware of new regulations and did not provide a long term strategy. When a trusted friend recommended Ana B Garcia, and I interviewed with her, I realized that this would be more beneficial to me with my personal and business goals. In the last few years working with Ana B Garcia CPA, the benefits of her expertise resulted in several years of Income Tax Savings, and that has proven to be a solid groundwork for my business strategies in the future. At first I was hesit

I had been filing my taxes on my own and always ended with the feeling that I had overlooked something. This year I decided to take a break and place all that tedious paper work along with all my worries on expert hands. I am retired and the least I wanted to do was visiting any office and wait in line! It was a relief to find someone knowledgeable and trustworthy like Ana B Garcia and her team who would receive all my documents, offer professional advice and process everything electronically!

Working with Ana Garcia on my real estate business and personal taxes has been a breeze! She's like a tax wizard - whenever I have a question, she's got an answer ready to go. Ana's wealth of experience in taxes has been a game-changer for me.she has helped me with my business and personal tax planning and strategies. I feel confident and supported knowing she's got my back. If you need tax help, Ana's your go-to person!

I really enjoy working with Ana B Garcia, CPA! Ever since I started working with the firm, I have saved over $30k on average, year after year. In addition, I have grown my wealth and, instead of giving the money to the IRS, I have been able to invest that money in myself and my business. I highly recommend working with her!

I came to Ana last year to see if I could save some money on my taxes. I own real estate, have a marketing side business and my husband and I both work full time. She received our returns and took a look and was able to save us $15k in taxes even with our current structure! With some more tax planning and restructuring she said she would be able to save us a lot more. Very happy with this service!

Ana B. Garcia, CPA has been preparing my personal and real estate/ business taxes for the past 15 years. She has filed my federal and state taxes and is always looking out for my best interests by leveraging her tax expertise and strategies. She is honest and reliable, and her work ethic is incomparable. If you are looking for an ethical and trustworthy tax and accounting professional, contact Ana B. Garcia, CPA. I assure you it will be one of the best decisions you make in your life. Ms. Garcia is knowledg

Ana B Garc?a CPA has been our tax advisor for the past decade. The team does an amazing job when it comes to finding strategies to lower our taxes. We feel very condident with the work they do and recommend them 100%.

I know Ana for several years! Ana is very knowledgeable about accounting, tax strategies, and financial standards. Ana is always eager to provide invaluable advice. She seriously takes into account what you want to achieve and matches your financial needs to accomplish those goals. Ana is that exceptional human being that I am always willing to recommend. Ana?s passion to help others is impressive. Indeed, Ana is an excellent source of accounting and financial expertise to her clients.

Ms. Garcia has been a CPA for over 15 years and I have had the privilege to have rendered her tax filing services for many years. Ms. Garcia has filed my personal and real estate, federal and state (FL, NC & SC) taxes for the past 11 years. I highly recommend Ms. Garcia leverages her knowledge, real estate expertise and tax strategies along with her impeccable work ethic to identify deductions that have allowed for great opportunities and gains. Thank you Ms. Garcia!!!

Ana Garcia is an excellent professional, competent, honest and human, always trying to find a better strategy to help her clients, dedicated to excellence, always willing to go the extra mile. I highly recommend her services because she goes above and beyond my expectations!

Ana has helped with my taxes for over a decade. I'm very happy that I met her and that she looks out for my interests while abiding to the tax laws. Ana is a great tax accountant.

Three years with Mrs. Garcia and very happy with her services. She was recommended to me and since then I never have a problem with my taxes. Very easy to work with her, she knows what she is doing.

The best experience ever! Very fast and helpful team. Highly recommended. Thank you!

I have worked with Ana for over 5 years and have gained peace of mind knowing she is taking care of my taxes and my future. With her help, I have saved over $55k, which I have used to invest in my children's education.

Ana is exceptional! She?s always willing to go above and beyond to help you get the best results. I will never do my taxes on my own again, she will be my forever go-to!

Ana is extremely knowledgeable and helpful. She has great attitude and is always willing to go above and beyond to help. I value her advice and guidance. She is very professional ? I highly recommend her.

This is the best professional service you can have for your personal and small business accounting needs. Ana and her team will provide effective and innovative solutions to navigate the TAX world.

I have been working with Ana for the last 5 years. She is an expert in taxes pertaining to real estate. I trust her with all of my family tax needs .

Ana is great. She is really knowledgeable and she helped us save $23k on a tax planning engagement.

Excellent service and very friendly.

(Translated by Google) Ana B Garcia is the best specialist to fix your taxes and keep your accounts as an accountant. Professionalism and honesty. Any business or company that wants to prosper with transparency in its accounts should have the valuable help of this lady and her office. (Original) Ana B Garcia es la mejor especialista para arreglar tus impuestos y llevar tus cuentas como contadora. Profesionalidad y honestidad. Todo negocio o compa??a que quiera prosperar con transparencia en sus cuentas deb

(Translated by Google) Very grateful for the good service. A lot of professionalism and exquisite treatment. Highly recommended Ana, thank you very much. (Original) Muy agradecida por el buen servicio. Mucha profesionalidad y un trato exquisito. S?per recomendada Ana mil gracias.

(Translated by Google) The service with a high level of professionalism, kindness and closeness. I felt very safe and confident (Original) El servicio con un alto nivel de profesionalismo amabilidad y cercan?a. Me sent? muy seguro y confiado

(Translated by Google) Very grateful for the good service, professionalism and excellent treatment. Super recommended. (Original) Muy agradecida por el buen servicio profesionalidad y un excelente trato.Super recomendada.

(Translated by Google) Good morning, I can assure you that I met Ms. Ana Garcia 4 years ago, and since then I've been asking her to do my taxes. Because of her professionalism, respect, and fast work, she will continue to do my taxes. That's why I give her 5 stars. She's a star at taxes. (Original) Buenos d?as, les puedo asegurar, que la Sr. Ana Garcia , la conoc? hace 4 a?os y desde entonces yo le pido que me haga mi incontax, por su profesionalismo, respeto y r?pido trabajo, ella seguir? haci?ndome los t

(Translated by Google) Ana has been filing my tax returns for approximately 7 years as well as my son's. I recommend it 100% (Original) Hace aproximadamente 7 a?os que Ana me hace mi declaracion de impuestos al igual que los de mi hijo. La recomiendo al 100%

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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