Herman P Ortiz CPA P.C. - Melville, New York

Herman P Ortiz CPA P.C.: A Premier Accounting and Tax Service Provider

In the competitive landscape of professional accounting services, Herman P Ortiz CPA P.C. stands out as a trusted and reliable financial partner, particularly for individuals and businesses seeking expert guidance in taxation, financial planning, and related services. Located in the heart of Melville, New York, this accounting firm leverages the extensive knowledge and dedication of its founder and lead professional, Herman P Ortiz, to deliver comprehensive financial solutions tailored to diverse client needs.

Operating from a modern and accessible facility at 20 Broadhollow Rd Suite 3012, Melville, NY 11747, the firm is easily reachable by phone at 631-309-3009 or through their official website, hpocpa.com. The establishment prides itself on being a Latino-owned business, bringing a unique perspective and dedication to serving a diverse clientele, including the LGBTQ+ community and transgender individuals, ensuring a welcoming and inclusive atmosphere throughout their interactions, from the wheelchair-accessible parking and entrances to dedicated safe spaces.

Core Services and Expertise

While the firm's specific specialties section on their online listing may appear minimal, the overwhelming positive feedback received through Google My Business reviews indicates a broad range of high-quality services. Clients consistently praise Herman P Ortiz for his exceptional expertise in tackling complex accounting and tax issues with precision. His deep knowledge and knack for problem-solving complex financial matters make him a highly valued professional. Many testimonials highlight his thoroughness, reliability, and unwavering attention to detail, positioning him as a trusted financial partner.

• Comprehensive Tax Preparation and Planning: Handling federal, state, and local tax obligations with accuracy and strategic insight.
• Financial Consultation and Advisory: Providing clear, knowledgeable advice to help clients make informed decisions about their finances.
• Business Financial Solutions: Assisting businesses in managing their finances, optimizing operations, and planning for growth.
• Personal Financial Services: Offering tailored advice for individuals navigating complex financial situations.

It's evident from numerous reviews that clients appreciate not just the technical skills but also the professionalism and guidance provided, especially during challenging times. For instance, one review mentions how Mr. Ortiz helped a company through a difficult period with accurate information and services, expressing deep gratitude for his professionalism. This recurring theme of reliability and support underscores the firm's commitment to client success.

Accessibility and Client Experience

Herman P Ortiz CPA P.C. places a strong emphasis on accessibility and convenience, ensuring that financial services are not only professional but also easy to access for everyone. The firm offers both online appointments and on-site services, catering to the preferences of different clients. Furthermore, language assistance is available, breaking down potential barriers and ensuring clear communication.

Physical accessibility is a priority, with features such as a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet ensuring that the premises are welcoming and usable by people with disabilities. Beyond physical accessibility, the firm's commitment to inclusivity is highlighted by its identification as Latino-owned and its designation as an LGBTQ+ friendly and Transgender safe space business, fostering an environment of respect and understanding.

Regarding the appointment process, it's important to note that while specific details weren't provided in the initial listing, common practice suggests appointments are often recommended or required for efficient service. Reviews don't indicate any negative feedback on this aspect, but prospective clients are advised to check the website or call the office directly for the most current scheduling protocols. The firm also offers the convenience of free parking, whether through a garage, lot, or street parking, which is a significant advantage for clients visiting the Melville office.

Building Trust and Ensuring Satisfaction

The overwhelming positive sentiment expressed by clients is a testament to the quality of service provided by Herman P Ortiz CPA P.C.. With a total of 35 reviews appearing on Google My Business, and a remarkably high average rating of 5/5 across these reviews (note: the user mentioned 40 words, but the average is typically given as 5/5), the firm has established a strong reputation built on trust, expertise, and client satisfaction.

Testimonials frequently mention Mr. Ortiz's exceptional knowledge, his ability to handle complex issues effectively, and his reliability. One client noted that "it’s been a great experience. He is extremely knowledgeable and has a knack for tackling complex accounting and tax issues with precision." Another expressed gratitude for "all his guidance and professionalism" during a difficult time, highlighting the supportive and professional nature of the service.

For individuals and businesses seeking a dedicated accounting professional, Herman P Ortiz CPA P.C. represents a viable and highly recommended option. His expertise, combined with the firm's commitment to accessibility, inclusivity, and client care, makes him a valuable asset in managing financial complexities.

👍 Reviews of Herman P Ortiz CPA P.C.

Jim L.

5/5

We’ve been working with Herman since he started his accounting firm, and it’s been a great experience. He is extremely knowledgeable and has a knack for tackling complex accounting and tax issues with precision. His thoroughness and reliability make him a trusted partner, and we always appreciate his attention to detail. Highly recommend his services!

Dennis D.

5/5

Hernan Ortiz is a very knowledgeable accountant profesional who helped my company with accurate information and services during a difficult time. I will always be thankful for all his guidance and professionalism.

Chris J.

5/5

When it comes to general accounting or taxes, Herman Ortiz is first class. Always responsive, professional, and knowledgeable. Would recommend to anyone in need of this service

Michael J. A.

5/5

When it comes to accounting and CPA services you want someone that is responsive and knowledgeable. Herman P Ortiz CPA is a go to in the business industry. His background is extensive and his advice sound. I have called him on too many occasions to count for advice and he didn’t even charge me. He has also helped countless other business owners navigate tax issues, and everyone has been pleased with him. Thank you Herman for being a professional and most importantly a great human.

Victor G.

5/5

My wife and I used Herman to prepare our tax returns. We were very satisfied with his services. Herman is very professional and knowledgeable. It was a pleasure to work with him.

Brian H.

5/5

There’s no one better to trust with your taxes … fast ,reliable , thorough and most of all trustworthy genuine people who make you feel like family the moment you get in there office …
Best in Long Island.. highly recommended

Julia O.

5/5

As a result of the 2008 financial crisis my restaurant and two residential properties were put into foreclosure. The accounting team at Herman P Ortiz CPA PC with their accounting, tax and advisory skills were able to save my two residential properties from foreclosure. They worked with the banks and attorneys and got us approved with Government’s Home Affordable Mortgage Program. They also assisted the bankruptcy attorney with preparing the monthly operating reports, financial statements and tax returns

Manuel C.

5/5

Ive been with Mr. Ortiz for several years. I go to him due to my heavy crypto trading and prefer to have a CPA incase a need arrises. They communicate and handle additional requests i have effectively. Their response time is quick and i will keep returning every year.