Strategic Tax &
Financial Advisory
For Your Future
From tax preparation and entity structuring to certified business valuations — we provide precise, proactive guidance in English and Spanish so you keep more of what you build.
10+
YEARS OF PROFESSIONAL EXPERIENCE
IRS
AUTHORIZED REPRESENTATION
175+
CLIENTS SERVED ACROSS SOUTH FLORIDA
CPA
CERTIFIED PUBLIC ACCOUNTANT
BILINGUAL FIRM
FULL ADVISORY SERVICES AVAILABLE IN ENGLISH & SPANISH
Comprehensive financial
services, under one roof
Tax Return Preparation
Individual, business, partnership, and multi-state returns prepared with accuracy and attention to every deduction.
Entity
Structuring
LLC, S-Corp, C-Corp, and partnership formation designed to optimize your tax position and protect assets.
Tax Planning & Strategy
Year-round, proactive strategies to minimize your tax liability and maximize after-tax wealth.
Business
Valuation
Certified business valuations for mergers & acquisitions, SBA lending, estate planning, and litigation support.
Accounting & Bookkeeping
Monthly financial statements, bank reconciliations, and controller-level services for growing businesses.
IRS
Representation
Audit defense, penalty abatement, installment agreements, and full representation before the IRS and state agencies.
A clear, simple process​​
From first contact to filing — we guide you every step of the way.
Meet our Founder
Jose A. Cruz, CPA, CVA, CFE
Jose A. Cruz founded Cruz Tax & Advisory Group with the vision of helping businesses and individuals navigate the intricate and often overwhelming financial landscape. Inspired by his parents' courageous journey from Cuba over 20 years ago, Jose learned the value of education and opportunity early on.
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Guided by his father's wisdom that "a pencil weighs less than a shovel or a jackhammer", he pursued higher education, earning his Bachelor's Degree in Accounting from Florida International University and his Master's in Accounting from Florida Atlantic University. Additionally, Jose holds an active Certified Public Accountant (CPA) license, along with two prestigious national certifications: the Certified Valuation Analyst (CVA), utilized in valuing business interests, and the Certified Fraud Examiner (CFE) credential, valuable in financial investigations and data analytics.
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Jose's commitment to his clients is rooted in these core values. His goal is to empower others with the financial acumen needed to overcome challenges and seize opportunities. Under his leadership, Cruz Tax & Advisory Group continues to offer expert guidance and support, helping clients achieve their financial goals with confidence and clarity.
See what our clients are saying about us
Articles & Professional Recognitions
We're proud when others take notice. Cruz Tax & Advisory Group has been recognized by industry publications and local media for our expertise in tax strategy, business valuation, and advisory services. Below are a few of the articles and features we've been honored to be a part of.
INVESTOPEDIA: Is Your Nomadic Lifestyle Costing You More in Taxes Than You Think?
“Internationally, tax residency is usually based on a 183-day rule or your ‘center of vital interests.’ Even if you meet foreign residency thresholds, U.S. citizens and green card holders are still subject to U.S. taxes on their worldwide income unless they qualify for exclusions or credits.”
INVESTOPEDIA: Love Pets? Here's the Tax Deductions You Missed Out on
"If your pet is generating income, like going viral on social media, being featured in paid content, or some other kind of show/competition animal, its expenses, such as vet bills, food, and even outfits, could be considered business expenses. In that case, you may be able to deduct them just like any other business-related costs."
VOYAGEMIA: Community Highlights: Meet Jose Cruz of Cruz Tax & Advisory Group, LLC
"We are especially known for helping business owners understand the story behind their numbers. Beyond compliance, we focus on education, strategic tax planning, process improvement, and forward-looking financial insight. Through our valuation and advisory services, we help clients understand what their businesses are truly worth and how today’s decisions impact long-term value."
Let's talk about
your finances
Schedule a free consultation — no commitment required. We'll discuss your situation and explain exactly how we can help.
Pembroke Pines, FL — Serving all of South Florida
954-335-3301
Mon–Fri: 9:00 AM – 6:00 PM
Sat: By appointment