Meet Your Team
ABOUT CLEAN BOOKS TAX+
"Clean Books Tax+ began long before the firm existed — back when we met studying accounting at the University of St. Thomas. After years in public accounting serving Fortune 500 clients, we reached a ceiling in our growth. The next natural step was clear: take everything we learned and build a firm where business owners could access Big 4 quality with a more personal, intentional experience."
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Cindy Cortez, CAA
PRINCIPAL ACCOUNTANT
Director of Consulting & Strategy
University of St. Thomas
Bachelor of Business Administration (BBA) in Accounting
CPA Candidate
IRS Certified Acceptance Agent
Peter Cortez, MBA
PRINCIPAL ACCOUNTANT
Director of Tax & Accounting
University of St. Thomas
Bachelor of Business Administration (MBA) in Accounting
Bachelor of Business Administration (BBA) in Finance
Master of Business Administration (MBA) in Finance
Big Firm Quality. Small Firm Feel.
Today, Clean Books Tax+ is powered by a diverse team of 14, including former Big 4 accountants and dedicated support staff across multiple departments.
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Our team brings experience in tax, audit, forensic accounting, and financial reporting, the same level of expertise trusted by Fortune 500 companies.
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Today, we bring that expertise to entrepreneurs and service-based businesses across the country.
OUR OPERATIONS
Meet the Operations Team
We take great pride in our Operations Team, whose dedicated efforts play a crucial role in making your experience both efficient and effortless. Their commitment to excellence ensures that everything runs smoothly, allowing you to focus on what truly matters.
Lani Rodriguez
OPERATION SUPPORT SPECIALIST
Supports client communication, document coordination, and day-to-day operations.
Krystal Ramirez
OPERATION SUPPORT SPECIALIST
Coordinates workflows, assists with client requests, and keeps project moving efficiently.
CLIENT TESTIMONIALS
What Our Clients Say Matters
Vida M.
Clean Books Tax and Consulting has been very reliable, quick, and trustworthy for me and my business for the last 10 years. Every time I needed their help, they provided the necessary guidance. I depend upon them for my business succcess. Good luck to the whole team in future.
Jose S.
I had a great experience here. The customer service was very welcoming and easy to understand, and they really took their time answering all of my questions kindly and thoroughly. Cindy was especially supportive and made the entire process feel smooth and stress-free.
Ajay S.
Clean Books Tax and Consulting has been very reliable, quick, and trustworthy for me and my business for the last 10 years. Every time I needed their help, they provided the necessary guidance. I depend upon them for my business succcess. Good luck to the whole team in future.