ABOUT US
We are a supportive team, committed to each project to ensure our clients get the best possible outcome.
THE GREATEST VALUE WE WILL ACHIEVE FOR YOU IS YOUR PEACE OF MIND!
About Us
This company was founded as part of the project and undertaking of its founder, who firmly believes in this country, its strength, and the entrepreneurial capacity of its inhabitants.
With a firm purpose of reaching, serving and providing professional services with differentiating characteristics to individual entrepreneurs and/or owners of small or medium-sized businesses by providing professional services for the preparation of financial statements through the recording of accounting transactions generated by the routine operations of companies with the purpose of guiding them towards adequate tax planning that allows them to minimize the impact of taxes payable by taking advantage of the benefits offered by the law that regulates this matter and consequently prepare a tax return with professional ethics and in compliance with the laws, with the support of an attentive and committed work team in satisfying the requirements and needs of each particular client.
Vision
To become a leading management, accounting, financial, tax, and labor consulting firm, widely recognized regionally and nationally for its high level of ethical professionalism, seriousness, respect, and unwavering commitment to the economic growth and development of its clients. In this regard, to be recognized for its ongoing and unconditional participation in contributing to the strengthening of the country's economy as a whole.
Mission
To contribute to the growth and development of our individual clients, entrepreneurs, and/or companies by assisting them in preparing their federal and/or state taxes. Furthermore, to provide accurate processing and recording of accounting and tax information and documentation generated by companies as a result of their ordinary daily operations, ensuring that their financial statements provide reliable and sufficient information for proper tax planning, accurate tax preparation and filing, and timely management decisions. All of this is based on the adoption of policies, high quality standards, and adherence to current laws and regulations, supported by a highly trained and qualified ethical and professional team committed to providing top-level service with personalized attention.
Values
Respect for human dignity: We carry out our work with adherence to morality and good practices, respecting the integrity, in a broad sense, of our employees, clients, suppliers, and associates.
Confidentiality: Protecting your information in general, including your personal and tax documents, is our top priority without any question.
Efficiency: Use of available resources to minimize costs and maximize profitability as permitted by law and current regulations and to achieve goals.
Sensitivity: value that awakens us to reality by discovering and responding to everything that affects, to a greater or lesser degree, personal, family and social development.
Excellence and Professional Ethics: We believe there is only one way to do things. THE RIGHT WAY.
Flexibility: ability to adapt quickly to circumstances, always promoting better coexistence and understanding for the benefit of all.
Impartiality: Beyond finding someone to blame or agreeing with one party, we identify the problem to find the best and quickest solution.
Honesty: The performance of our activities must exclude behaviors that may cause harm to our clients or generate any undue profit, benefit, or economic advantage for the employee.
Pro-activity: We anticipate circumstances, making the best decisions to ensure proper management of resources.
Teamwork: We are able to coordinate efforts to meet the needs of clients, suppliers, and partners, enabling us to achieve our established goals and objectives.
Reliability: We maintain a constant closeness, honesty, and sincerity in the relationship between clients and organizations, thus providing trust and security in our institution.
Responsibility: We are responsible and identify the needs of clients, employees, suppliers, partners and the social environment and act accordingly.
Customer orientation: Our clients are our priority. We listen to them and help them spontaneously, even with the smallest details, with a high level of attention, respect, and responsibility.
Commitment: We do our work beyond compliance, we use our capacity to carry out as far as possible everything that has been entrusted to us.
Punctuality: value that allows us to identify that our rights end when the rights of others begin.
Sense of Belonging: We are convinced that everything we have around us to carry out our work, whether tangible or not, is part of our personal assets that have a value beyond monetary value. Consequently, we protect them and give them the best and most appropriate use to meet the needs of everyone and the organization itself.
Gemerson Urdaneta
GENERAL MANAGER
Bachelor of Science in Accounting graduated from the University of Zulia in Venezuela, he has over 26 years of experience. He also has over 15 years of experience in independent practice and 19 years of experience in the financial sector and commercial banking. He has held the positions of Assistant Business Manager and SME Business Advisor in commercial banking, Director at a food distribution company, and President at an accounting firm. His training, experience, skills, abilities, and analytical capacity developed throughout his professional career allow him to successfully educate, advise, and guide entrepreneurs, small businesses, and corporations, leveraging and managing all their available financial resources to achieve sustained economic growth over time as they achieve their goals and objectives.
Certificates Obtained in the USA
2025-2026 UPDATE IN ETHICS AND FEDERAL TAX LAW
2025-2026 ETHICS AND PROFESSIONAL CONDUCT
2024-2025 FEDERAL TAX LAW
2026 TAX PREPARATION PROGRAM
INDIVIDUAL TAX PREPARER COURSE FORM 1040
TAX PREPARER COURSE FOR BUSINESSES FORM 1065
ACTIVE MEMBER OF THE PROFESSIONAL INSTITUTE OF BOOKKEEPERS
DOCUMENTATION VERIFIER AGAINST FRAUD
2024-2025 UPDATE IN ETHICS AND FEDERAL TAX LAW
2024-2025 ETHICS AND PROFESSIONAL CONDUCT
2024-2025 FEDERAL TAX LAW
OPTIONS TRADING IN THE STOCK MARKET
