Carl Ortiz, CPA

About Carl Ortiz, CPA

Carl Ortiz, CPA is a Certified Public Accountant serving clients in Cambridge, Massachusetts and the surrounding region. With 6 years of professional experience, the firm of Ortiz Tax Advisors handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the Massachusetts Board of Accountancy, Carl Ortiz, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Individual returns (Form 1040)
• Tax debt resolution
• Retirement plan rollovers

Service area

Primary office in Cambridge, MA (ZIP 02956). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Massachusetts. Virtual consultations are offered for clients outside the immediate Cambridge metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Massachusetts Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Massachusetts State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.