Big Four expertise.
We offer audit, tax, accounting, and consulting services, plus support for international companies expanding operations in the United States.Let’s talk
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.
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.
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
financial statement preparation & reporting
cash flow forecasting & planning
Merger & Acquisitions (M&A)
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
Tax planning services
IRS State and local tax representation
Tax Accounting and Provisions
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
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
Identify and manage adverse tax consequences
Stay abreast of US legislation
We are a team of helpful & experienced individuals.