About Morty Etgar P.A.

For over 44 years, we've helped South Florida businesses stay compliant, organized, and ahead.

Who we are

Four decades of tax and accounting work in South Florida

Morty Etgar P.A. is a CPA firm in North Miami Beach that has spent 44 years doing the same thing: handling the tax and accounting work that small businesses and their owners depend on. Over that time we've served more than 1,000 clients and filed over 7,000 tax returns — for businesses at every stage, from the first year through the fortieth. We've stayed deliberately hands-on. When you work with us you get accounting that's accurate, filings that are on time, and a firm that already knows your situation before you explain it.

01

Direct access to your CPA

You talk to the person doing your work. No account managers relaying questions, no call center, no waiting to find out who actually handles your file.

02

Year-round, not just tax season

Tax season is a deadline, not a relationship. We keep your books current, answer questions in June the same way we do in April, and flag issues while there's still time to act on them.

03

Four decades in one place

Forty-four years in South Florida means we've seen how businesses here actually operate — and we've worked through enough tax law changes, audits, and economic cycles to know what matters and what doesn't.

44+
Years of Experience
1,000+
Clients Served
7,000+
Tax Returns Filed

Credentials

Licensed CPA Firm — State of FloridaAICPA MemberFICPA MemberIRS-Authorized e-File ProviderQuickBooks ProAdvisor

How we work

What working with us actually looks like

01

Book a Consultation

We start with a free 30-minute consultation. You tell us what your business does, what's working, and what's keeping you up at night — whether that's a letter from the IRS, books that haven't been touched in months, or simply not knowing if you're paying more than you should. There's no charge and no obligation; the point is for both sides to find out whether we're the right fit.

02

Review & Assessment

Before we recommend anything, we look at the actual records: prior year returns, current books, bank and account statements, and anything else relevant to your situation. This is where problems surface — missed deductions, filings that were never made, entity structures that no longer fit the business. We tell you what we find, in plain terms, including the things you may not want to hear.

03

Custom Plan

From that review we put together a clear plan: what needs to be corrected, what can be improved, and what it will cost. That might mean a tax strategy for the year ahead, cleaning up and taking over the bookkeeping, restructuring the business, or all three. You'll know the scope and the reasoning before any work begins.

04

Ongoing Support

Then we do the work — and stay available while we do it. Your books stay current, your filings go out on time, and when something comes up mid-year you reach the people who already know your file. Most of our clients have been with us for years, which is the part of this step that matters most.

Let's talk about your business

Book a free 30-minute consultation and we'll tell you where things stand.