Who We Are

Beatriz Aguero Morejon, CPA, PA provides business accounting, tax and consulting services. Our company was founded ten years ago on a solutions based philosophy that places emphasis on providing the very best in customer service to all of our clients.

Our firm is a paperless office environment in order to minimize waste and maximize efficiency for our clients. Information security is of the highest priority; therefore all of our systems are outfitted with advanced, high level safeguards and redundant backup systems to ensure client information is safely stored and protected. As an added service to our clients, we offer a secured cloud-based file storage system where our clients can access their documents.

Background

Mrs. Aguero Morejon holds a CPA license in the state of Florida and a Master’s degree in accounting from Florida International University. She is also a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and is a Certified QuickBooks ProAdvisor.

Mrs. Aguero Morejon was born and raised in Miami.  From a young age, Mrs. Aguero Morejon has been a part of the small to medium sized business accounting environment. While in high school, she worked in the accounting department of her family’s very successful office supply and furniture company.

As a public accountant at Rachlin Cohen & Holtz, LLP, Mrs. Aguero Morejon specialized in tax preparation for corporate and consolidated entities as well as individual clients. She prepared financial statements, including analytical review of all general ledger accounts and participated in the preparation of compiled, reviewed and audited financial statements.

As a senior tax accountant at DLW, CPA, PA, she was responsible for the supervision of all areas of business services including start-up, software consultation, monthly bookkeeping and compliance of all federal, state, and local tax returns. Tax services included areas such as individual, corporate and partnerships. In addition, she assisted clients in areas such as tax planning strategies and planning and preparation of compilations. She also participated in reviews and audits of financial statements.

Mrs. Aguero Morejon is a licensed realtor in the State of Florida. In this capacity, she understands the special circumstances and needs of realtors as well as their clients.