Caballero & Associates

Certified Public Accountant


Tax Services (Professional Tax Clinic)

  • Individuals

Whether you work for hourly wages or a highly paid executive, you are subject to income taxes, which require the filing of annual income tax returns to the Internal Revenue Service (IRS), State and sometimes local tax authorities. Tax rules change every year and buying a tax software may not necessarily help you with the complexities of your taxes. Our dedicated professionals will prepare and walk you through your tax returns. Tax preparation need not be a worrisome experience! 

  • Businesses

With overlapping and different tax jurisdictions, tax compliance for businesses requires the assistance of professionals. Leveraging advantages within the codification of tax laws might spell the competitive edge that you need to optimize your results!

  • Not-for-profit organizations

Many small and mid-size not for profit organizations devote most, if not all, of their time trying to raise funds or in pursuance of their goals. Our firm can help you focus on your core activities by handling your tax requirements such as the filing of annual form 990s to the IRS. 

Accounting and Bookkeeping

  • Financial Statement Preparation and Compilations

We assist businesses and not for profit organizations maintain their general ledger and prepare complete set of financial statements for them. Other services include account reconciliations (for example, bank reconciliations). 

Attest Services

  • Audits and Reviews

Financial statement audits involve an independent examination of an organization’s financial statements in order to express an opinion whether such financial statements follow generally accepted accounting principles. The result of this examination is a report by the auditor, attesting to the fairness of presentation of the financial statements and related disclosures.

Financial statement reviews involve a CPA performing procedures that will provide a reasonable basis for obtaining limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with generally accepted accounting principles. 

  • Agreed upon procedures

Agreed upon procedures engagement involves a CPA engaged by the client to issue a report of findings based on specific procedures performed on a subject matter. The parties engaging the services of the CPA agree upon the procedures to be performed. 

  • Compliance audits

Government entities and other sources of funding typically require organizations to undergo an audit of their compliance with applicable compliance and grant requirements. 


We can help you deal with the complexity and risk of processing your own payroll, while helping to ensure greater accuracy with up-to-date tax rates and regulatory requirements. We handle everything – from check preparation to filing of periodic and year-end reports. 

Internal Audit and SOX Compliance (Internal Controls)

If you are a small or mid-size company, you probably do not have a dedicated internal audit department to make sure that you have the right internal controls for protection of assets, efficiency of operations, compliance with laws and regulations and financial reporting. You can outsource your internal audit function to us and we can help you design and monitor your controls, while you focus on growing your business and improving your bottom line.

QuickBooks Certified ProAdvisor

Whether you’re a fresh start up business or have been in operations for a number of years, we can assist you in setting up your general ledger or maintaining the general ledger for you. We provide consulting services for trouble shooting of your QuickBooks applications. We also give training to clients so they can optimize their QuickBooks software and avoid or fix common errors. 

Business Formation

Ready to incorporate your business? Deciding what business structure is more advantageous or fit for your needs? Not to worry. Our professionals will walk you through your choices and assist with each step of the formation process. 

Small Business Consulting

We provide all kinds of professional assistance to small businesses such us accounting or backroom functions. Call or e-mail us for your specific needs.