Jeffrey Guzman
CPA, CFP®

With over 30 years of experience providing comprehensive, independent, and objective tax and wealth planning advice/services, Jeff assists clients in making informed and strategic decisions related to taxation, accounting, business/investment needs, and family legacy.

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“From my experience, personal connections and attention to detail are the most important things. Therefore I always take the time to get to know my clients and advise them accordingly.”

Jeffrey Guzman

About The Firm

Jeff founded Jeffrey Guzman, CPA, P.C. in 2007 after working with Martin L. Riker, CPA, P.C. for many years. 

He works with clients to maintain their financial viability and takes a proactive approach to achieve their goals. His strength is in communicating and understanding his clients’ needs through sound analysis.

Jeff encourage his clients to ask questions so they are fully informed prior to making financial decisions that may have serious tax consequences.

Why Choose Jeffrey Guzman, CPA, CFP®

Over 30 years of Experience in assisting clients in making informed and strategic decisions related to taxation, accounting, business/investment needs, and family legacy.

Individual and Business Tax Planning

Once your tax return is prepared, we can help you start planning for the next tax season. By taking advantage of our tax planning services, your company is prepared to take steps to minimize tax liability and prevent the unexpected. We do our best to avoid penalties and improve tax benefits by way of proactive, proven tax strategies.

Financial Advisory Services

Jeff is a CERTIFIED FINANCIAL PLANNER™ (CFP) which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow