Website: upfrontcpa.com
Phone: 321-248-4860
UpFront CPA is a CPA, accounting, and bookkeeping firm based in Orlando, Florida, serving small and medium-sized businesses in the Orlando and Central Florida area. The firm describes itself as a team of experienced CPAs that manages accounting, CFO, and tax services, with a stated focus on helping business owners reduce taxes and maintain accurate financials. The firm offers services in English and Spanish, and it positions its work around three stated outcomes: proactive tax planning, pristine and up-to-date financials, and accurate, efficient handling of taxes to help clients stay in good standing with the IRS.
Services
The firm lists a range of accounting and tax services, including new business startup and LLC setup, tax reduction planning, audit services, tax preparation services, and tax restoration services. It also lists CFO services and HOA audit services. Within tax restoration, the firm enumerates offerings such as Offer in Compromise, penalty abatement, preparation of unfiled tax returns, installment agreements, audit representation, bank levy release, wage garnishment release, tax lien release, currently not collectible status, and collection statute expiration date matters.
The firm describes its core promises as proactive tax planning conducted throughout the year, ongoing maintenance of accurate books, and accurate, compliant tax filings. It states that it can act as an outsourced team handling taxes, accounting, and financial planning, and it offers a tax strategy call in which it reviews a business’s tax returns and bookkeeping to identify potential tax savings. The firm states that it works to identify and apply eligible tax credits and deductions, build customized tax reduction strategies, and maintain accurate books to avoid costly errors. It also describes year-round strategic support that includes monthly financial reviews, ongoing tax planning, and business growth strategies rather than engagement limited to tax season.
Who They Serve
UpFront CPA states that it serves small and medium-sized businesses across Florida and lists several industries it works with, including physicians, dentists, and medical practices; HOA accounting; realtors; 1099 independent contractors; roofing and siding contractors; and general contractors and construction. For general contractors and construction companies, the firm describes outsourced accounting that covers project cost tracking, cash flow management, profitability analysis, expense recording, and invoice tracking, with the stated aim of supporting informed decisions and profitability. It describes its construction-focused bookkeeping as ensuring that every expense is properly recorded, invoices are tracked, and financial reports are readily available, and it frames this work as helping construction owners stay organized and minimize tax liabilities while freeing time to focus on projects. The firm states that it tailors its accounting services to the specific needs of each industry it serves.
Locations and Coverage
The firm lists service locations including Orlando, Lake Nona, Lake Buena Vista, Kissimmee, and Belle Isle in Florida, along with Midland, Texas. Its stated address is 13574 Village Park Dr, Suite 255, Orlando, FL 32837. Listed phone numbers include 321-248-4860 and 407-607-5311, and the firm provides an email address of info@upfrontcpa.com.
Approach
The firm emphasizes a proactive, year-round approach rather than work limited to tax season, stating that it provides monthly financial reviews, ongoing tax planning, and business growth strategies. According to the firm, working on books throughout the year keeps finances positioned for reinvestment and growth, and doing taxes and accounting correctly the first time helps clients avoid fees, penalties, and mistakes. The firm describes itself as both an accountant and a financial partner and references a track record of client reviews. It also publishes blog content and videos covering accounting, tax, and small business topics, including material on Florida business law developments.
UpFront CPA presents itself as an Orlando-based CPA firm offering combined tax, accounting, bookkeeping, and CFO services to small and medium-sized businesses, with industry coverage that includes roofing, siding, and general construction contractors.