Big Four expertise.
Personalized experience.

We offer audit, tax, accounting, and consulting services, plus support for international companies expanding operations in the United States.

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About Us

Rivera & Montes CPA is an accounting firm focused on helping businesses to achieve their financial goals.

We offer a realm of accounting, tax, finance, audit, and advisory services that help our clients efficiently run and grow their businesses and organizations. We also help foreign-based businesses with expansion in the United States.

The firm was founded in 2017 by Josue Rivera and Javier Montes after spending a combined over 30 years in public accounting at PWC and Ernst & Young. Rivera & Montes CPA provides our clients with Big 4 professional experience combined with customized solutions for their unique needs. Our goal is to always provide an exceptional client experience while adding value to your business in everything we do.

Photo of Manhattan skyline
Photo of Los Angeles showing palm trees in the front, and skyscrapers in the back
Miami skyline

We have an experienced team based in New York with offices in California and Miami.

We also are licensed to practice in Puerto Rico. We have partners and associates fluent in English, Spanish, Korean, Chinese, and Thai.

Business Services

Businesses are always facing new challenges, and at Rivera & Montes CPA, we work to understand your business goals and priorities to personalize a unique approach for your needs. We provide practical advice and concrete action plans in the following services:

outsourced accounting services

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financial statement preparation & reporting

cash flow forecasting & planning

Merger & Acquisitions (M&A)

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We work alongside you to provide tax solutions that help achieve your objectives. We work as a collaborative team across our functional services to guarantee an efficient and robust client experience. Among the tax services we provide are the following:

Tax compliance services

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Tax planning services

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Sales tax

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IRS State and local tax representation

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Tax Accounting and Provisions

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Rivera & Montes CPA promotes transparency and believes in mutual trust and respect. We provide businesses with confidence in their financial statements in order to provide maximum benefit for the Company's stakeholders.

Agreed upon procedures

Financial statement audits

Reviews and compilations

Implementation of technical accounting standards

USGAAP to IFRS conversions

Accounting advisory services

International Services

Rivera & Montes CPA assists foreign-based corporations on its US expansion, starting in the beginning stages being an organic expansion or through an acquisition. We help foreign based clients navigate the complexity of the US tax law and the constantly changing economic environment.

Legal entity classification

Corporate structure

Identify and manage adverse tax consequences

Tax compliance

Stay abreast of US legislation

the team

We are a team of helpful & experienced individuals.

Josué Rivera
CPA, JD - Partner
About Me
Javier Montes
CPA - Partner
About Me
Jesus Gueits
CPA, JD, LLM - Manager
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Mike Lee
CPA - Senior Associate
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Ivan Gu
CPA - Associate
About Me
Petch Arpornpattanapong
CPA - Associate
About Me
Dayu Cao
About Me
Ready  to work with us?
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Looking for a new career?
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