The Executive Financial Group
Let Us Help You With Your Finances
We offer the most convenient way to prepare your taxes. We can do it in person, at our office, remote or even with our drop off services.
The Executive Financial Group
Let Us Help You With Your Finances
We offer the most convenient way to prepare your taxes. We can do it in person, at our office, remote or even with our drop off services.
Individual Tax Preparation
We work with individuals, families, and small business owners to help and provide advise on tax preparation. No one should pay more tax than required by law.
Ensuring that you are taking advantage of all the opportunities available to reduce your tax liability is our goal, including Child Tax Credit, Earned Income Credit and Education Credits, among other.
Tax is one of the largest annual expenses for many people – our services will help you navigate it and avoid missed opportunities and penalties.
Corporate Tax Preparation
Business owners come to us for help with tax strategies to reduce their costs and improve their bottom line. We help sole proprietors, partners, LLC’s, and corporations find the right entity form to suit their business. As you prosper, we show you how to take advantage of changes and developments that will save you tax dollar
Accounting & Bookkeeping
Proper bookkeeping and accounting are vitally important for any size of businesses. Failure to maintain accurate accounting records can have serious financial and legal consequences, inhibit growth and even cause a business to fold.
Our professional bookkeeping service gives you CPA-ready books, regular reporting and accounting support. You’ll have more time to spend running your business and learn how to make strategic decisions based on financial data.
Sales & Use Tax Returns
Increase efficiency for your business by outsourcing the end-to-end sales and use tax compliance process.
Failure to register, collect, and remit sales taxes could make your company liable for not collecting tax from customers that should have been collected if your are selling taxable services.
Payroll & Payroll Taxes
Payroll and other HR services are essential but often costly. Letting your bookkeeping firm handle your employee payroll preparation not only takes a huge administrative burden off your shoulders, it makes economic sense.
Our payroll services save you money, by eliminating the expense of having internal employees process payroll and distribute checks, while having peace of mind knowing you’re in legal compliance with IRS rules.
QuickBooks
We help business owners get the most out of QuickBooks™ online accounting software. Whether you need guidance choosing the right version, correcting a file or learning to use online accounting software, our professionals will help make your bookkeeping processes more efficient so you have more time for your business.
Individual Tax Preparation
We work with individuals, families, and small business owners to help and provide advisor on tax preparation. No one should pay more tax than required by law.
Ensuring that you are taking advantage of all the opportunities available to you to reduce your tax liability is our goal, including Child Tax Credit, Earned Income Credit and Education Credits, among other.
Tax is one of the largest annual expenses for many people – our services will help you navigate it and avoid missed opportunities and penalties.
Corporate Tax Preparation
Business owners come to us for help with tax strategies to reduce their costs and improve their bottom line. We help sole proprietors, partners, LLC’s, and corporations find the right entity form to suit their business. As you prosper, we show you how to take advantage of changes and developments that will save you tax dollar
Accounting & Bookkeeping
Proper bookkeeping and accounting are vitally important for any size of businesses. Failure to maintain accurate accounting records can have serious financial and legal consequences, inhibit growth and even cause a business to fold.
Our professional bookkeeping service gives you CPA-ready books, regular reporting and accounting support. You’ll have more time to spend running your business and learn how to make strategic decisions based on financial data.
Sales & Use Tax Returns
Increase efficiency for your business by outsourcing the end-to-end sales and use tax compliance process.
Failure to register, collect, and remit sales taxes could make your company liable for not collecting tax from customers that should have been collected if your are selling taxable services.
Payroll & Payroll Taxes
Payroll and other HR services are essential but often costly. Letting your bookkeeping firm handle your employee payroll preparation not only takes a huge administrative burden off your shoulders, it makes economic sense.
Our payroll services save you money, by eliminating the expense of having internal employees process payroll and distribute checks, while having peace of mind knowing you’re in legal compliance with IRS rules.
QuickBooks
We help business owners get the most out of QuickBooks™ online accounting software. Whether you need guidance choosing the right version, correcting a file or learning to use online accounting software, our professionals will help make your bookkeeping processes more efficient so you have more time for your business.
Fredd Montoya
- Master Tax Advisor
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Denisse Montoya
- Executive Director
David Monter
- Chief Accounting Officer
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Fredd Montoya
- Master Tax Advisor
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Denisse Montoya
- Executive Director
David Monter
- Chief Accounting Officer
- Acreedited Tax Preparer
- IRS Registered Tax Return Preparer
Catherine Castro
- B.A. Accounting
- IRS Registered Tax Return Preparer
Zoraida Rosa
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Franklin Montoya
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Catherine Castro
- B.A. Accounting
- IRS Registered Tax Return Preparer
Zoraida Rosa
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Franklin Montoya
- Accredited Tax Preparer
- IRS Registered Tax Return Preparer
Executive Financial Group
The Executive Financial Group (EFG) is a family-owned business established in 2006 in Doral, Florida.
The founders, Fredd and Denisse Montoya, focus on creating a unique and personalized customer experience providing services that are tailored to individual needs and preferences.
We focus on providing creative, relationship-driven Accounting, Bookkeeping and Tax Preparation services designed to meet the needs of our clients. Our clients are individuals, small to medium sized businesses, the owners and operators of these businesses, and other professionals and entrepreneurs. We mainly conduct business in Doral, Florida and assist with the tax needs of clients throughout the United States.
Our team of 4 Accountants has a combined experience of over 55 years in accounting and taxation. When you hire our firm, you are working with skilled tax preparers that are all registered with the IRS and have reputable credentials that can help you obtain the maximum refund, which will help you save money and reduce the risk of an IRS audit.
At EFG, we strive to achieve 100% client satisfaction and peace of mind. Call today and schedule your free consultation.
Why Choose Our Firm
#1 Taxes Firm in Doral
With more than 15 year in the business we are the number one Firm in Doral Miami
Experienced Accountants
Our combined experience is the best in the business.
Executive Financial Group
The Executive Financial Group (EFG) is a family-owned business established in 2006 in Doral, Florida.
The founders, Fredd and Denisse Montoya, focus on creating a unique and personalized customer experience providing services that are tailored to individual needs and preferences.
We focus on providing creative, relationship-driven Accounting, Bookkeeping and Tax Preparation services designed to meet the needs of our clients. Our clients are individuals, small to medium sized businesses, the owners and operators of these businesses, and other professionals and entrepreneurs. We mainly conduct business in Doral, Florida and assist with the tax needs of clients throughout the United States.
Our team of 4 Accountants has a combined experience of over 55 years in accounting and taxation. When you hire our firm, you are working with skilled tax preparers that are all registered with the IRS and have reputable credentials that can help you obtain the maximum refund, which will help you save money and reduce the risk of an IRS audit.
At EFG, we strive to achieve 100% client satisfaction and peace of mind. Call today and schedule your free consultation.
Why Choose Our Firm
#1 Taxes Firm in Doral
With more than 15 year in the business we are the number one Firm in Doral Miami
Experienced Accountants
Our combined experience is the best in the business.
Offers and Programs
Take advantage of these special promotions designed for you.
- Consultation is always free.
- Client Referral Program : For every new client that you refer you get $20 discount.
- $25 First Time Client Discount
Offers and Programs
Take advantage of these special promotions designed for you.
- Consultation is always free.
- Client Referral Program : For every new client that you refer you get $20 discount.
- $25 First Time Client Discount
Advisory
As your small business grows, you’ll likely find yourself wanting an experienced certified public accountant on your side. Maybe you need advice about your company’s legal structure, or maybe you need someone to implement a better bookkeeping system. Whatever the case, our online CPA services for small businesses can provide the professional financial assistance you need
Other
As your small business grows, you’ll likely find yourself wanting an experienced certified public accountant on your side. Maybe you need advice about your company’s legal structure, or maybe you need someone to implement a better bookkeeping system. Whatever the case, our online CPA services for small businesses can provide the professional financial assistance you need
Testimonials
What our Clients are saying :
I wish I could give more stars. My expectations were exceeded with the service of this establishment. Zoraida and David’s knowledge was impressive. I did a test run on my own .. I’m glad I didn’t follow thru that. The really did get me a great return and low fees .. thank you and see you next year !!
The Executive Financial Group is absolutely the most trustworthy financial company in Doral. They tailor to their clients with the utmost professionalism and accuracy for all your financial needs. They are the most hard-working and trusted group of financial representatives you would have the pleasure of meeting.
Professional in every aspect of their service. Personalized attention in a comfortable atmosphere. Mr. Montoya was thorough and patient throughout our session and covered all the bases. Forthcoming, honest, and fair. Very happy I followed through on this referral.
I have been doing my taxes Fredd for a few years now and have absolutely no complaints. Fredd and the staff at EFG are excellent, honest and helpful. I have recommended EFG to my Friends and Family, They all Love Fredd and have continued to use him for there Tax needs. Highly Recommended!!!!!
Highly recomended by good friends of mine and was very pleased with the experience. Will continue to use for all tax purposes from here on out.