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Don't Underestimate Your Worth

Start building a Company you will be proud of.

Start spending your time building your business, not managing it.

Entrust us to serve as your accounting and tax advisor to become part of a proud tradition of integrity, trust and financial wealth.

About The Founder

Sonya Moreno, CPA LLC has been a Certified Public Accountant over 15 years, starting her career at the largest U.S. accounting firm where she gained more than two decades of experience in accounting, finance, and tax within the investment management industry.

 

Her journey into entrepreneurship was personal as she faced the same financial and tax challenges that many small business owners and real estate investors encounter. That experience sparked a passion for proactive tax planning and strategic financial management, inspiring Sonya to help others navigate their own wealth-building journeys with confidence.

 

Bringing vast knowledge and CPA skills to the forefront, she embarked on a mission to amplify her financial success and extend a guiding hand to others.
She founded a CPA firm committed to blending the worlds of small business and real estate investing, focusing on strategic financial management.

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Leave the accounting to us.

We advise entrepreneurs and small businesses to achieve greater success. If you're a business owner facing time constraints with a growing company, we're here for you. Let's work together to build a prosperous future and create lasting generational wealth.

Comprehensive Advisory Package starting at:

Start Smart

$500

Scale Up

$1,050

Sustain Wealth

$2,500

Our Services

We provide advanced and integrated tax consulting and financial planning solutions for high net-worth individuals and small businesses.

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Tax Advisory

Offers expert guidance on tax planning, strategy, and compliance to help individuals and businesses minimize tax liabilities and optimize tax benefits.

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Outsourced CFO

Provides businesses with high-level financial management, including budgeting, forecasting, and cash flow optimization, without the cost of a full-time CFO.

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Accounting Services

Includes bookkeeping, preparation of financial statements, payroll processing, and tax filing, ensuring accurate financial records and compliance with accounting standards.

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Real Estate Tax Planning

. With years of experience from working with real estate investors and property managers in multiple verticals. This has allowed us to narrow our focus and provide the personalized services that real estate and construction firms need to improve their operations. CPA firm will make sure that you are calculating your taxes properly and taking all potential tax breaks that are available to you.

What Sets Us Apart From Others?

1. Personalized Approach

We take the time to understand your financial landscape and goals, ensuring tailored tax strategies that support your unique journey.

2. Deep Industry Expertise

With extensive experience in real estate and small business tax planning, we provide insights that go beyond traditional accounting.

3.Proactive and Future-Focused

Our firm doesn’t just react to tax issues; we anticipate them and create proactive solutions to keep you ahead.

What Our Clients Have To Say

"Our non profit organization engaged Sonya Moreno CPA for outsourced CFO services. Her leadership and expertise were nothing short of outstanding. She brought a high level of professionalism and strategic insight, ensuring that the organization financial operations ran smoothly and effectively. Sonya demonstrated a deep understanding of nonprofit financial management and was instrumental in implementing systems that improved our financial health. Beyond her professional expertise, her dedication and support made her an incredible mentor and leader. I highly recommend Sonya Moreno CPA, LLC for anyone seeking expert and reliable accounting services."

 

Jacqueline Quirino

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"Sonya and her team are ideal example professionalism. As an accounting professional, having other professionals to share their skillsets and abilities is vital to the success of not only my business, but my clients’ as well. Being in partnership with Sonya has been nothing short of amazing! I continue to trust her to take care of anyone I send her way. Thank you to Sonya and the whole team!"

 

Kenya Alexander

"Sonya Moreno is a world-class CPA. She is exceedingly knowledgeable and proactive."

Michelle Peña

Recent tax strategies and tips to grow your business

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Once posts are published, you’ll see them here.

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5 Tax Strateegies for Real Estate Investors

Need Help Growing Your Business?

As your virtual chief financial officer, we will add years of experience and expertise to your business. Skills that normally would require huge salaries and benefits at a fraction of the costs.

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