I've been a Certified Public Accountant for over 15 years, starting my career at a top-tier accounting firm where I gained more than two decades of experience in accounting, finance, and tax within the investment management industry.My journey into entrepreneurship was personal—I faced the same financial and tax challenges that many small business owners and real estate investors encounter. That experience sparked a passion for proactive tax planning and strategic financial management, inspiring me to help others navigate their own wealth-building journeys with confidence. I specialize in helping entreprenuers increase profits and reduce taxes.
Outside of work, I'm a proud mom to two amazing daughters who fill my life with joy and inspiration. I cherish family time, love exploring new places, and enjoy giving back to the community through various organizations.
If you're a small business owner or real estate investor looking for a trusted advisor who understands both the financial complexities and the everyday demands of life, I'd love to partner with you. Ready to build your path to lasting financial success together? Click here to schedule a consultation today. https://calendly.com/sonyamorenocpa/30min
Licensing & Credentials
Services Offered
Tax Specialties
