Ramon Ortega CPA, PA

Ramon Ortega CPA, PA

Reviews Summary

The consensus highlights exceptional service, with consistent praise for professionalism, expertise, and responsiveness. Clients commend the thorough, clear, and personalized approach to tax and accounting needs, including IRS issues. Many appreciate the seamless, efficient process, secure communication, and fair pricing. While most reviews emphasize a warm, trustworthy experience, one notes a preference for more personal interaction. Overall, he is highly recommended for both business and personal tax services, with particular recognition for his knowledge, detail-orientation, and bilingual support.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services
Years of Practice
CPA License

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

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

1555 Bonaventure Blvd

Weston, Florida 33326

Hours

Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I am extremely pleased with the outstanding accounting services I have received. Ramon Ortega took the time to understand my specific needs and provided personalized, strategic guidance that truly made a difference. His responsiveness and accuracy have given me complete confidence in his work. Whether it was tax preparation, financial planning, or general accounting support, everything was handled efficiently and thoroughly. I highly recommend Mr. Ortega services to anyone in need of reliable, knowledgeable

I?m very grateful and greatly appreciate Ramon Ortega CPA, PA, for his exceptional service when filing my taxes. For many years he has been my trusted CPA and advisor in my financial matters. He?s precise and always answers my questions. (Even in the high tax season). He is and will be my trusted CPA. I highly recommend him. You will be in the best hands to help you with your financial needs. He?s the Best!

After going through countless accountants who always ended up letting me down, finding Ramon was like striking gold. He?s incredibly patient, knowledgeable, and experienced; and above all, genuinely kind. This is now my third year working with him, and I couldn?t be more confident or grateful. Looking forward to many more!

Ramon is exceptionally knowledgeable, detail-oriented, and proactive in managing my tax return process and my wife's business inquiries. He provides clear and concise advice. His professionalism and responsiveness are outstanding. I highly recommend him for both business and personal finance needs. I am very pleased to have Ramon as my trusted CPA and rely on him for all my financial matters.

I?ve worked with Ramon Ortega and his team on personal & business accounting needs for a couple of years now, and couldn?t be happier. His systems allow easy communication and secure file sharing. Yet most importantly he is prompt to reply, answer questions and quickly file returns as soon as I submit details. I appreciate and highly recommend his services. Thanks!

Ramon is the best! As recommended by many, I reached out to Ramon to help me file my taxes this year. I had many questions and Ramon was very patient and answered all of my questions thoroughly. I highly recommend Ramon. The whole process was so easy with him. I will be using Ramon every year now.

Ramon Ortega has done our taxes for several years, his work is always excellent, very detailed, patient and professional . We highly recommend his services ??

Ramon Ortega saved me THOUSANDS by filing with him. This is the top of the top in terms of service, communication and care. 10/10 recomend

I have been using his services for many years and have always received prompt and courteous service. His professionalism is top notch and I have never been questioned or audited as a result of any of the tax services he has provided.

Ramon has done my taxes for several years now., which involved several different aspects of tax accounting and law. Excellent, prompt service. I highly recommend him.

I?ve had the pleasure of working with Ramon for my business and personal finances, and I can?t recommend him highly enough. Ramon is incredibly knowledgeable, detail-oriented, and proactive when it comes to managing my accounting needs. He consistently provides clear, actionable advice and has helped me navigate complex tax situations with ease. His professionalism, responsiveness, and genuine care for his clients set him apart from other CPAs I?ve worked with in the past. Whether you?re a business owner or

As a current client of Ramon Ortega, CPA, I confidently say that he exceeds expectations in every aspect. His quick responses to my inquiries, his patient and clear explanations of accounting concepts, his responsible handling of financial matters, and his tailored advice have all contributed to a seamless and successful client experience. Ramon's professionalism and expertise make him an invaluable asset, and I am grateful for the exceptional service he consistently provides. I wholeheartedly recommend Ram

Ramon and his team are wonderful! They always do a great job and are very quick to answer any questions you may have.

I have been working with Ramon for several years now, and I couldn't be more pleased with the level of service and professionalism he brings to the table. From the very first meeting, it was clear that Ramon possesses a deep knowledge of tax laws and financial planning, and his expertise has been invaluable to me and my family. Highly recommend!

What an incredible professional, nothing but service and care. Do not hesitate to contact Ramon. you will be glad you did.

Ramon was very knowledgeable on IRS issue! Provided excellent services! Very happy with his services.

Mr. Ortega is an amazing professional. His work is always excellent in every detail, and he is also a very special and kind person. I highly recommend him. You will not be disappointed. Thumbs up all the way! ??

Ramon I wanted to write and thank you for the OUTSTANDING tax accounting work you and your staff have done. As you know I approached you on a short notice not knowing the situation and you were able to address the issue in a timely and very efficient manner. I was very impressed how my taxes was done, a technological way of doing business (stress free, efficient, and timely), never seen something like this with my previous tax accountants. Again, thank you very much and to your staff as well for the grea

Ramon has been my accountant for both my business and personal, for many years, and he and his staff are so humble, friendly, responsible, timely, honest and always there for you when needed. They are very knowledgeable of all tax laws, exemptions and credits, and always go the extra mile to find ways to help you identify areas that can be of support to reducing your taxes and possibly increasing your refund. If you are looking for a trusted accounting company Ramon Ortega CPA is that company.

I met Ramon 2 years ago. At the time I was a retired law enforcement officer now working as a contractor. As a contractor I had to create a business to work for a federal entity. Needless to say, when it was time to do my taxes I was lucky enough to find Ramon Ortega CPA. Ramon was able to fix my issues related to my business taxes. He took his time to explain to me the way my business, related to taxes, should operate moving forward. That time I spent with Ramon was helpful with this year?s (2023) taxe

I was just thinking this morning that I can't remember my life and business BEFORE Ramon and I can't imagine my life and business AFTER. He's SO THOROUGH and so helpful and so succinct and prompt in communications. He does not judge but rather helps you understand and explore all avenues and opportunities and paths. It's now been 4 years working with him and his team and I highly recommend him to anyone for tax prep and business guidance.

Ramon is the epitome of excellence in tax services. He was great to work with. Ramon is the go-to choice for anyone seeking expert tax assistance, offering not only expertise but also a commitment to friendly, ethical practices and personalized service that sets him apart in the industry.

Ramon and his team are second to none, displaying great attention to detail and timely responses to our questions and concerns.

Great service always! Ramon has been my CPA for several years now, he has been super helpful with all my tax matters; 1000% recommended!!!

Ramon and his team are super helpful and understanding. Highly recommend!

The only CPA firm that answers the phone in the heat of tax season....Great service and knowledge. Highly recommend.

I Have now had the pleasure of utilizing Ramon Ortega CPA Accounting Services for my IRS and Puerto Rico Tax Returns. The process was very easy and stress free. Any concern is responded quickly and professionally. Very happy with the service provided !

Top-notch service, I highly recommend Ramon to anyone looking for a reliable and knowledgeable accountant.

Ramon Ortega CPA has gone well beyond excellence in professional services ever since they are working as our CPA firm for personal and business purposes. Serious, honest, affordable, knowledgeable, reachable, timely and outstanding counselor in financial matters. Recommended 100%. Update: For the 2023 Tax Return, they did it again! Excellent, fast, accurate, affordable! Thanks Ramon!

Ram?n was very diligent. I was late in submitting all documents, and he still was able to manage to get my returns on time. The system this firm has in place is very structured and seamless. I am very pleased with the service.

The tax filing process was seamless and very streamlined. It was a pleasure working with Ramon .

I met Ramon one year ago. He was recommended by one of my colleagues. He is very professional and very knowledgeable. He can explain everything to you in the simplest way you can understand. Ramon, you are the best.

Mr. Ortega is very knowledgeable on the tax industry. He provided great advice to my husband and on how to move forward with reducing tax surprises. We plan to work with him on other services. I would definitely recommend him and his team!

I would like to recommend Ramon Ortega to anyone that has issues with the IRS. He has been my accountant for the past 3 years (personally and for our business) and helped us resolve issues we had AND get us up to date with our taxes. He is very knowledgeable and professional. It has been a pleasure to work with him and his team. David Navarro

Responsive, quick, clear, simple and friendly approach to tax returns. Thank you Ramon

I have now been using Ramon for my taxes and referring others to him. He does outstanding work and is incredibly patient (thank you!), professional, knowledgeable and conscientious.

We have been using Ramon for several issues related to Florida Department of Revenue and IRS. At all times Ramon's professionalism has been exceptional and his resolution capabilities to benefit his customers is outstanding. Thank you Ramon for all your expert guidance and service. Rafael Cadena Managing Partner Paramount Property Maintenance

The Accounting Services that the office of Mr. Ramon Ortega provide are of top quality, very professional and always ready and willing to support or provide any valuable advice. The most important thing in this ever changing regulatory environment is that Mr. Ortega is always ahead of the game. Great Job!!!

Doing business with Mr. Ortega is a pleasure. Getting our taxes done was seamless and easy. Considering how much effort and pain it can be, you don't experience any of that working with him.

Ramon is a great person, professionally highly trained, has extensive experience and his knowledge in tax and accounting matters is the guide and help that we all business owners need. I do not hesitate to recommend him, he is a great professional.

I just moved from another state and had to change CPAs. Ramon came highly recommended and did not disappoint. Extremely knowledgeable, responsive, great platforms for exchanging information and a fair price. Totally recommend to anyone needing expert service if you are an entrepreneur, employee, investor, has foreign assets, you name it. His team can handle it.

Mr. Ortega was very responsive and attentive to my situation. He answered my questions and I could tell he was going out of his way to help me.... NOT just to say what I wanted to hear so he could drum up business, but because he genuinely CARES about his clients. With the changes going on in the world right now, it was very impressive that even though we met over the phone, his personability and professionalism could be felt not only by the words he used, but by his tone. I look forward to working with him

Ramon did an excellent job managing our Corporate and Personal taxes. He made the process completely stress-free. He pointed out and corrected a few problems with Quick Books and provided guidance on the best way to get the job done.

Ramon has been really helpful with us! He is really patient when answer all of our questions, always available and very responsive. He is up to date with all the new laws and changes and always give us a few options (when possible). Love his profesionalism, knowledge and accesibility.

I have been living in Weston for 10 years ... a year a go I met Ramon Ortega and the difference in quality service has been great , he answers calls, answers emails ,accounting is up to date, fair prices and the best He takes the time to explain and teach you important issues to take your business and personal taxes for the present and the future. I definitely recommend it.

Ramon is a professional that goes beyond the client's expectations, his work is analytical and of high quality! It makes you trust and understand the results of his work. He is always up to date on changes/benefits and knows the importance of sharing his knowledge with the community he serve. His a A+ CPA.

We received an outstanding service from Mr. Ortega. He was courteous and proceeded very professionally on every request I had as a company owner. I highly recommend him and from now on he will manage every financial concern we have.

It has been a pleasure to work with Ramon on our taxes. He is incredibly knowledgable about tax laws and is highly respected in his space. During this difficult period of Covid his advice has been invaluable not only for me personally but for my business. He is a partner every step of the way. I highly recommend working with him.

Ramon is highly detail-oriented professional, always available. He is an exceptionally bright CPA and with a vast knowledge that will help you come up with the best strategies to maximize your tax returns. It is my belief that you will not find a better, harder working and loyal CPA than Ramon

My wife Rosa Calderon and I had lived in Puerto Rico for twenty years. We became residents of Florida this past year. Ramon Ortega was essential to us in completing our tax reporting to Puerto Rico from here in Florida. His license to practice in PR and Florida is noteworthy as his patience and consideration. Moreover, his utilization of the computer in providing his service was particularly helpful to us since we are limited to transportation means. I am about to start a business here in Florida and I am

Mr Ortega is very knowledgeable and helped me with all my taxes returns and other issues that I had with the IRS. If you need someone that you can trust I highly recommend Mr Ortega. He is the best CPA in Weston.

I reached out to Ramon due to some complications on my taxes, he was more than wonderful. Ramon was extremely detailed on explaining each situation, between business tax, personal tax, and insurance tax! I highly recommend his services.

Excellent company of Certified Public Accountants, led by a professional of great knowledge and who with a very friendly treatment gives you comprehensive advice on all issues of accounting and taxation, taking the time to analyze the specific conditions of their clients to establish the best and most accurate decisions within the framework of accounting standards. We recommend 100% their services and advice.

After years of bad advice from tax preparers, we finally received the professional help we needed from Mr. Ortega. Mr. Ortega is a wise professional that knows his craft. We are finally on track with our tax situation. Thank you Me Ortega for being your best!

Very easy to work with. Ramon expertly and promptly took care of my tax issue with Puerto Rico. Highly recommend him.

Excellent assistance from all the crew !! since the first call everything became so smooth and organized process and not to talk about the confidence that Mister Ortega made me feel . definitely recommend this as a first option on your new business and future business.

I will write this review in English and Spanish, and I rarely write a review, but I am very grateful for Mr. Ortega's service. I have always used online "free" services to submit my federal taxes, but this year I felt I needed expert advice. People, please if you feel you need help with your taxes, consult an expert, consult Ramon Ortega, don't do it yourself. It will be totally worth it, believe me! ... Ram?n GRACIAS! Su ayuda hizo gran diferencia. Gente, porfavor, si se siente asfixiado con sus taxes con

Ramon is a professional you can trust on. He is always there to help you to solve your needs with a knowledgeable advise. I personally recommend him based in my long term relationship.

I contacted Ramon when I received a letter from the IRS stating that I owe them $10000. When I reached out to him he responded immediately and created a secure account where I can upload my information so he can take a look at my tax return. He responded the same evening the last person someone wants to owe is the government (IRS DCF ) but he informed me that he can resolve it for me for a fee which was understandable.

Ramon Ortega is very knowledgable and precise in his recommendations. Ramon and his team's service always goes beyond my expectations. I highly recommend them!

If you need a CPA look no further than Ramon Ortega. Ramon takes the time to make sure to answer any questions you might have. Ramon certainly makes tax time less stressful. Know that you and your tax returns personal or buisness will be handled with with the utmost detail and professionalism. Tambi?n habla espa?ol.

VERY knowledgeable in TAX LAWS! Very responsive, great customer service and professional! We use Ramon Ortega for our business and we are PLEASED!!! ???? On behalf of : CEO Executive Suites Management & Garza International Realty

This was my first time filing so I didn't know what to expect, but the experience was wonderful! Ramon made everything super easy and fast. I seriously recommend him to anyone needing tax services ??

Excellent work and quick responses! Thank you Ramon!

Ramon is an Amazing CPA, who cares for all his clients as if they were his family! His wealth of accounting and tax knowledge is priceless alone.

Mr. Ortega is an excellent professional, always ready to serve with a lot of knowledge and super responsible. Thanks to their services I was able to solve my entire case satisfactorily.

They are very efficient. My only complaint is that there is no personal service. I have never spoken to Ramon or met him. He answers my calls with an email. It is very impersonal .

Mr Ortega is very knowledgeable and very professional. I highly recommend him.

Thank you Ramon, for your professionalism, always ready to help and even more in the midst of this adverse situation where you need good advice and information. Ramon is one of those people who is always needed and is on hand to help with what is needed. Thanks for your work and advice.

I AM A SATISFIED CUSTOMER. Using this service has helped me keep better track of my finances. Very responsive and knowledgeable. I learned a-lot and was very happy with the service.

Ramon Ortega, CPA Firm is very professional and knowledgeable. They always answer questions in a timely manner and are always available to provide assistance.

Ramon, thank you For the service that your company bring to me, your attention was incredible. Hope next year do the taxes again with you.

Great experience. Very professional, quick. Because of social distancing times, everything was done through his portal, so the communication with personal documents was always safe.

Ramon Ortega CPA has attended my case at the first call, taking immediate action on my requirement. Great customer service!

Great experience! Mr Ortega is knowledgeable, professional and friendly. Reasonable and transparent pricing. Fast and accurate service.

I hightly recommand you Ramon Ortega. Quick, professionnal and always available to explain and advice you about tax challenges. A great accountant!

Needed some TAX and Accounting advice and they responded promptly and with quality information. They quickly gained my trust and loyalty. I will be conducting more business with them soon.

Very pleased with the knowledge and services from Ramon Ortega. I highly recommend him for your accounting and taxes needs.

Very happy with the personal involvement on Ramon's part and attention to detail.

Ramon and the team are great! Highly recommend his services!

Ramon Ortega CPA provides the best assessment. I highly recommend them to any tax related services. :)

Ramon Ortega is a Great CPA in Weston, he is very professional and responsible and great ethics standards.

Ramon is an EXCELLENT CPA. Very professional and trustfull

At Ramon Ortega CPA, they were very responsive and supported me and my business with a high sense of professionalism. Thank you!!!

Great service and knowledge of different tax jurisdictions . Looking forward to do my tax returns with Ram?n again next year !

Ramon Ortega provided a fast, efficient and cordial service. Return was done promptly.

Great service, knowledgeable of the current tax scenario; thoughtful proponent of options to comply and at the same time give you the best outcome for your particular case.

Ramon Ortega is very knowledgeable, professional, responsive, and professional. I highly recommend his services.

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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