At C&B, we are more than an accounting firm: we are a team that understands each client’s goals and challenges. Our purpose is to accompany them closely, providing clarity, trust, and solutions that drive their growth.
Our story began in 2007, and today we continue to expand with the same conviction: to be a tool for growth for companies and individuals, providing value, trust, and practical solutions that go beyond numbers.
Mission
We are an accounting firm that supports the growth of our clients and collaborators, working as their strategic partners. We enjoy solving problems in a disruptive and human way, promoting teamwork, communicating clearly, and avoiding unnecessary conflicts—always creating value beyond the numbers.
Vision
To be recognized as an accounting firm that makes a difference: one that innovates where others do not reach, builds genuine partnerships, always prioritizes people’s well-being, and generates a positive impact on every client, collaborator, and community we work with. We aim to be remembered as a close company that grows alongside others, leaving a legacy of gratitude for the value and impact it created.
ABOUT US
Cortes & Baker was born from the vision of a Mexican entrepreneur with a clear purpose: to transform the way businesses experience accounting.
From the very beginning, we decided to go beyond numbers to become true partners in our clients’ growth.
Today, as we continue to expand across the United States, we remain committed to building genuine relationships and providing tailored solutions that help businesses grow with confidence, strategy, and security.
Our services include Accounting, Payroll, Taxes, Tax Planning, Finance, and Consulting — always with a strategic and human approach.
At Cortes & Baker, we don’t just manage accounts — we drive businesses forward and support people.
OUR VALUES
We Are Authentic
Trust is born from transparency and honesty.
We Listen and Understand You
Only by understanding your needs can we find real solutions.
We Make Things Happen
We turn problems into results, with speed and quality.
Together We Achieve More
We grow by sharing achievements, learnings, and strengths.
We Care About Every Detail
Excellence lies in the details that build trust.
Marcela Novoa – Accounting Supervisor
She monitors every number with precision and dedication. She ensures that reports are accurate, organized, and ready for sound decision-making.
Accounting / Payroll / Taxes
Cinzia Ocampo – Payroll Specialist
She ensures every payment is timely and accurate. With her attention to detail and consistency, she brings peace of mind to both clients and employees.
Payroll / Finance
José Luis Cortés – CEO
He sets the vision and direction of C&B. With leadership and strategic insight, he drives the firm’s growth and ensures every decision is made with quality, trust, and purpose.
Taxes / Fiscal Planning / Business Expansion
Jacqueline Pintor – Onboarding and Client Service Specialist
She’s the first smile of C&B. She guides each new client through their onboarding process, ensuring their experience is clear, human, and hassle-free.
Payroll / Client Service / Administration
Adriana Bayo – Accountant and Tax Analyst
She provides dedicated accounting support and is on her way to specializing in taxation. She represents both the present and future of a growing team.
Accounting / Taxes
Miguel Trujillo – Integration and Operations Coordinator
He connects the elements that make the firm’s daily operations possible. He oversees and integrates activities across the U.S., Mexico, and Bolivia, ensuring cohesion between departments and solid management.
Implementation / Coordination / Supervision / Finance / Business Expansion
Anelis Ovando – Client Relations and Research
She is the gateway to C&B: she manages first contact with professionalism and agility while also contributing research that strengthens the team’s vision and work.
Client Service / Research
Accounting
A poorly managed accounting system leads to errors, fines, and wrong decisions. At C&B, we make sure your numbers speak clearly, providing reliable reports that allow you to grow confidently and make smart decisions.
Payroll
Delays, incorrect calculations, or legal noncompliance in payroll can cost you money and trust. We manage each process accurately and on time, ensuring compliance with the law and peace of mind for your team.
Taxes
Making mistakes on your taxes not only brings penalties but also puts your business at risk. At C&B, we prepare and file your federal, state, and local tax returns, optimizing your tax burden and ensuring full compliance.
Tax Planning
Overpaying or improvising on tax matters limits your company’s growth. We design legal and personalized strategies that allow you to pay fairly, anticipate scenarios, and protect your business in the long term.
Finance
Making decisions without clear financial information is like driving blind—you can lose money and opportunities without realizing it. At C&B, we provide financial analysis and guidance so you know exactly where you stand, how to use your resources better, and where to take your business.
Business Expansion
Growing without structure means risking everything—many businesses stall or fail when expanding due to lack of organization, compliance, and strategy. At C&B, we help you take that leap with solid foundations, so your expansion in the U.S. is safe, profitable, and sustainable.
NEWS
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In the United States, you can find us in the states of West Virginia, Ohio, Michigan, and Pennsylvania.
You can also find us in Bolivia and Mexico.