Home | Contact Us
logo graphic
Our FirmsQuality PolicysOur TeamsServices
a

PAGAN-ORTIZ & CO., PSC aim is to provide personalized quality financial and managerial services to ensure our clients achieve a healthy and sustained business growth. Relevant costing techniques and effective performance measurements are some of the decisions making tools we provide our clients. We offer the best value alternative through the application of state of the art technology and our diversified financial and managerial backgrounds. A detail of our services grouped by categories is as follows:

Accounting and Audit
- Audits
- Reviews
- Compilations
- Special Reports

Tax Planning
- Income Taxes
- Estate and Gift Tax
- Retirement
- Choice of Entity
- Employee Benefits
- Tax Free Exchanges

Tax Reporting
- Corporate
- Individual
- Gift and Estate
- Trusts
- Payroll
- Not-for-profit Organizations

Representation Before Tax Authorities
- Audit Assistance
- Appeals
- Ruling Requests

Bookkeeping and Accounting Assistance
- Bookkeeping (Monthly, Quarterly or Annually)
- Payroll Processing
- Personal Accounting and Financial Statements

Business Consulting
- Business Plans
- Accounting System Setup and Support
- Accounting Software Selection, Implementation, and Support
- Financial Forecasts and Projections
- Cash Flow and Budgeting Analysis
- Break-even Analysis
- Debt and Finance Advising
- Business Valuations

Specialized Service Area

Forensic Accounting and Litigation Support Services
- Business Interruption and Inventory Loss Insurance Claim Settlements
- Fraud Investigations
- Litigation Support Services
- Accounting Interpretation
- Damages Determination
- Expert Testimony
- Litigation Electronic Document Management

We have established joint collaboration agreements with the following professionals and related fields:
- PhD Consulting – Information Technology
- Mosado Inc. – Strategic Marketing

Entrepreneurial Services
- Strategic Planning
- Business Start-up Assistance
- Business Formation/Structuring
- Financing Structure Alternatives
- Business Coaching
Copyright 2007 © Pagan-Ortiz & CO., PSC
Designed by LPC
Services
We supply our knowledge and experience beyond conventional accounting practices to provide a most needed service in design and implementation of reliable information systems, tax planning, accounting and financial controls with the use of personal computers and business applications maintaining a special consideration to small and medium size businesses. We have developed a full scope of accounting and control systems for effective monitoring of small and medium size business operations. In the past, accounting and control systems with this scope were only feasible to large-scale hardware/software platforms on major corporations.