Athena CPAs and Advisors LLC

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Athena CPAs and Advisors LLC We provide tax planning, CFO and advisory services to entrepreneurs

These are just a few examples of how we’ve helped entrepreneurs keep more of what they earn, make smarter financial deci...
10/28/2026

These are just a few examples of how we’ve helped entrepreneurs keep more of what they earn, make smarter financial decisions, and build stronger businesses through proactive, year-round support.

The numbers matter, but so does having a CPA who understands your business, looks ahead, and helps you make the right moves before opportunities are missed.

If you’re ready for that kind of partnership, let’s get on a call and see if we’re the right fit.

[client tax savings, proactive tax planning, cpa for entrepreneurs, business financial strategy, tampa cpa]

One thing I’ve learned from helping 600+ business owners save over $10M in taxes?The best tax strategies start long befo...
10/26/2026

One thing I’ve learned from helping 600+ business owners save over $10M in taxes?

The best tax strategies start long before tax season.

It’s about knowing your numbers, having the right people on your team, and making financial decisions with a plan in place.

If you’re looking for a CPA who can help you stay organized, plan ahead, and protect more of what you earn, comment HELP and we’ll get on a call to see what support makes the most sense for your business.

[tax planning, business tax savings, business accounting, financial planning, tax strategies, athena cpas & advisors]

At Athena, we do more than prepare taxes and bookkeeping.We work with business owners year-round through tax planning, b...
10/23/2026

At Athena, we do more than prepare taxes and bookkeeping.

We work with business owners year-round through tax planning, bookkeeping, tax preparation, and representation, helping you make smarter financial decisions before they become urgent.

If you’re looking for a CPA who can help you stay organized, plan ahead, and protect more of what you earn, let’s get on a call and see what support makes the most sense for your business.

[proactive tax planning, bookkeeping for business owners, business tax preparation, tax representation, tampa cpa]

I was recently talking through pricing with a plumbing client who pays their people well.They deliver great work, but th...
10/22/2026

I was recently talking through pricing with a plumbing client who pays their people well.

They deliver great work, but their pricing wasn’t always protecting the business.

They were absorbing costs that should have been built into the customer experience.

If you’re growing a plumbing business and wondering where profit might be slipping through the cracks, that’s exactly the kind of conversation I'd love to have.

[plumbing business, pricing strategy, contractor accounting, business growth]

Whether you’ve been here for a while or you’re new to Athena CPAs, here’s a reintroduction to who we help and why this w...
10/21/2026

Whether you’ve been here for a while or you’re new to Athena CPAs, here’s a reintroduction to who we help and why this work matters to me.

After years in Big 4 and national accounting firms, I created Athena to give growing business owners a more proactive, strategic approach to their finances, one that helps them gain clarity, increase profitability, and legally keep more of what they earn.

If you’re looking for a CPA relationship that goes beyond tax season, let’s get on a call and see if we’re the right fit.



[proactive tax planning, cpa for entrepreneurs, business accounting, tax strategy for business owners, tampa cpa]

10/09/2026

Comment “MTM” to listen to the full episode 🎙️

I joined Rafi on the More Than Mortgages podcast for a bilingual conversation about homebuying, tax and mortgage strategy, and building wealth through real estate including how we helped a client save $350K through a 1031 exchange without reducing her income.



[1031 exchange, tax planning, rental properties, real estate investing, building wealth, mortgage strategy]

You’d be surprised how many new clients tell me they just want their CPA to call them back.It’s a simple reminder of how...
10/07/2026

You’d be surprised how many new clients tell me they just want their CPA to call them back.

It’s a simple reminder of how much communication matters. As we grow Athena CPAs & Advisors, keeping clients informed and cared for will always be part of doing the work.



[cpa communication, accountant, client care, business accounting, athena cpas & advisors]

10/04/2026

Comment ‘HOLA’ to listen to the full episode 🎙️

When I added up the value of my experience and education, it came to about $3 million. That was the moment I realized I had built something valuable, but I wasn’t fully using it.

Then I saw other CPAs, including Latino CPAs, charging up to $10K for a tax return and thought “wow… that’s possible?!”

We need more conversations like this so other Latino professionals can see what’s possible too.

Let’s show others what’s possible! If you put a number on your education + experience + everything you’ve built, what would your value be?👇



[latino entrepreneur, latino professionals, pricing your services, charging your worth, business growth]

I realized I haven’t posted anything for Hispanic Heritage Month this year soo here we go 🤠🇨🇴Recently, I was on a Spanis...
10/02/2026

I realized I haven’t posted anything for Hispanic Heritage Month this year soo here we go 🤠🇨🇴

Recently, I was on a Spanish-language podcast and they asked me a question that stuck with me:

“How can Latinos in the U.S. become more financially educated?”

My first answer was: start talking about money.

But then I thought about what financial education actually looks like in practice.

1. Understand the U.S. financial system.
Learn how credit, interest rates, mortgages, retirement accounts, insurance, and taxes work. You can’t take advantage of a system you don’t understand.

2. Understand taxes before you earn more.
Especially if you’re an entrepreneur. Revenue, profit, cash flow, and taxable income are not the same thing.

3. Build credit intentionally.
Your credit affects your ability to borrow and often how much that borrowing will cost you.

4. Move beyond saving and learn to invest.
Saving is important, but building long-term wealth also means understanding investing, retirement accounts, and compound growth.

5. Talk about money.
Talk about salaries. Investing. Buying a home. Starting a business. Ask people how they did it. Share what you learn.

Many of us are navigating a financial system our parents may not have had the opportunity to teach us.

That doesn’t mean we have to stay financially uneducated.

Learn the system. Ask questions. Talk about money. And make sure the next generation starts with more financial knowledge than we did.

That feels like a pretty good Hispanic Heritage Month message to me.

10/01/2026

Comment “MTM” to listen to the full episode! 🎙️

I recently joined Rafi on the More Than Mortgages podcast for a bilingual conversation about what to consider before buying a home, tax and mortgage strategy, planning ahead and building wealth through real estate.



[buying a home, mortgage strategy, tax planning, real estate investing, wealth building]

Address

Tampa, FL
33624

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 4pm

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