Services

Jose Orlando Briceno provides a wide range of services that help our customers succeed. We have an extensive business knowledge that enables us to deliver high quality services at affordable fees. Our advisory and accounting service offering includes:

Advisory and Accounting Services


Tax Services

  • Federal tax preparation and planning for Individuals, Corporations, partnerships and limited liabilities companies
  • State and Local Taxes
  • Tax research and opinions on specific issues
  • IRS and States Representation

Services for International Business


Business Planning

We help you create companies by taking your ideas into business modeling, feasibility scenarios, and troubleshooting factors that translate into the company business plan for success and support of funding opportunities.

Entity Selection

We evaluate and advise you on the entity selection that provides maximized results to your business. We also help you with the entity incorporation and set-up, business licenses, permits and registrations and any other administrative procedure required to have your business performing successfully.

Accounting Set-up

We set up accounting systems that best accommodate to your needs. We believe in integrated systems that can carry automated secure processes, electronic monitoring and approvals, qualified and easy-reading information available in real time. Nowadays, business decisions cannot depend on an accountant's printed report or an assistant sorting a pile of documents looking for a contract that needed to be signed and faxed a week ago. You can save tons of money by not reprocessing, tallying documents or discussing discrepancies. We support implementations and operation of accounting software including NetSuite, QuickBooks Online & Desktop, Intacct and Sage-Peachtree.

Budgeting, Forecasting and Financial Projections

We structure budgets and forecasts based on company goals and business environment. We evaluate the business process and identify improvement opportunities and cost savings. We also create budget execution and monitoring reports so that you can keep your collaborators and business goals on track. A close evaluation of the budget and forecast performance will give you the opportunity to proactively change plans, allocate additional resources or cut expending to better serve your customers or to protect the company assets.

Process Improvement

We evaluate administrative and operational processes to identify cost saving and/or efficiency opportunities. We focus on automation, waste minimization, no-reprocessing, high technology, negotiation skills, quality assurance and customers and stakeholders satisfaction. Whether is a vendor certification program, a billing process, an inventory system or an online secure filing system, the output will be not only increased profits but also a better company to work for. There is always a smarter way to work.

Mergers, Acquisitions and Sales

We help you reach your corporate strategy goals. If you are considering a potential merger or buying or selling a company, we will assist your legal department or attorneys on the tax issues and advantageous tax structures for the deal. We also conduct a careful due diligence and analysis to help you identify the critical success factors for a positive negotiation, including price, the business sense of the deal and its cash flow impact. We establish processes that keep the company on compliance with legal regulations and private commitments. This procedure combined with an updated documentation system makes the due diligence requirements a very friendly process to follow.

Bookkeeping Services

We can work with your finance department or we can be your finance department. We can tailor our bookkeeping service to your specific needs. We are prepared to handle all your bookkeeping needs. We can provide onsite personnel or we can process all day to day bookkeeping tasks online to keep your finances running. We will be invisible but permanently present; dealing with your customers billing and collections with your vendor’s bills and payments. And with all other transactions that require a record keeping. All transactions and reports will be transparent and available to you on real time. With a click you can have everything you need to support your decision making process. And you will always be right!

Financial Statement Preparation and Compilation

We provide financial statement preparation, general ledger and compilation. We also interface with government authorities, private companies' reporting requirements or external auditors.

Payroll Services

We provide online payroll services that facilitate the timely payment to your employees and payroll tax filing. The information processed can be electronically transferred to the accounting system saving processing time. The system can also be configured to provide portal services to employees reducing administrative time related to questions and changes to tax allowances. We can also serve as the interface between your company and the payroll services of your preference such as ADP, Accuchex, TriNet, Paychex, Intuit to properly process payroll and to work on the integration with the accounting software.

Employee Benefits, Pension and Profit-sharing plans

We use our expertise to help you set up employee's compensation packages including benefits, retirement and profit sharing plans that attract and retain valuable workforce and maximize tax advantages for you and your employees.

Stock Options Plans

We can help you develop, implement and administer employee's stock options plans to share the success of the company with your employees while the company benefits from increased productivity, cash flow and tax savings.

Tax Services

We provide a tax planning and tax preparation service focused on tax minimization as low as permitted by the law. Our tax planning maximize your cash flow by a thorough analysis of alternatives, business structures and best practices supported by our expertise and experience and by the use of the latest technologies of tax research to assure the consideration of most updated tax changes and developments.

We provide a very cost-effective and comprehensive tax compliance service that includes:

  • Tax preparation and planning for individuals
  • Tax preparation and planning for corporations, partnerships and limited liabilities companies
  • State income and franchise tax
  • Federal and state excise tax filing
  • State sales and use tax filing
  • Property tax returns
  • Estate, trust and gifts return filing and planning
  • IRS and State Tax representation
  • 1099 filings
  • FAS 109 - Accounting for income taxes
  • FAS 123R - Accounting for Stock Options
  • Tax research and opinions on specific issues, business transactions and M&A activity

IRS and States Representation

Professional representation can be vital during an audit. If you have been chosen for an audit we can serve as an extension of your organization's tax department. Our experience and technical skills gives us the ability to provide complete support for your examination. We have valuable experience dealing with IRS, state and local examinations.

Services for International Business

Tax services

The rapidly integration of economics create pressure for companies to stay competitive and also provide expansion opportunities. We help you research and determine the most efficient tax structure to achieve significant reductions in local and global tax burdens and risks. A global tax strategy including elimination of double taxation, effective repatriation of foreign income, and compliance with reporting requirements will support the achievement of your business goals.

Our cost-effective and comprehensive tax services for international business include:

  • US Foreign taxation planning and Tax preparation; in-bound and out-bound transactions
  • Transfer pricing studies
  • Choice of entity planning, hybrid entities, restructuring and reorganizations
  • Foreign tax credit planning and compliance
  • Foreign tax reporting compliance: International boycott reporting, forms 5471, 5472, 8858 and 8865
  • Representation of foreign investor in United States

Tax filing services for US Citizens Overseas:

  • US Tax filing of Expatriates
  • Foreign earned income exclusion
  • Foreign housing exclusion
  • Foreign tax credits

Accounting Services

Multinational operations present additional levels of complexity including cultural and language issues, differences in accounting principles and business rules for local and international purposes, duplicated processes and currency transactions and consolidations requirements. We understand these and other complexities for the Latin-American region. We are highly experienced in assisting you with your financials and accounting needs in your Latin-American operations.

Our high quality and affordable accounting services for international operations include:

  • Selection and establishment of off-shore entities (branch or subsidiary)
  • Accounting set-up support, budgeting, and record-keeping procedures
  • Establishment of reporting procedures to comply with home office information requirements and consolidation
  • Full accounting and bookkeeping services for companies established in Colombia to satisfy local needs and corporate reporting
  • Financial information compliance under local requirements, International Accounting Standards and conversion and reconciliation under US GAAP
  • Support to foreign investors doing business in the United States, Compliance, accounting and taxation


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