Dean Bruns, CFP/CPA

Dean Bruns has been with Garcia & Ortiz since 1997. Dean has extensive experience in public and private accounting dealing with privately held corporations, LLCs, partnerships, and sole proprietorships. His primary focus is on financial, tax, auditing, and accounting for businesses and individuals. He consults on business plans, cash flow analysis, systems design, tax planning engagements, and assists clients in the hiring of accounting personnel.

Mr. Bruns provides comprehensive financial and tax planning for businesses and individuals. Review and preparation of federal and state corporate, partnership, and individual income tax returns.

He has extensive consulting experience, including the development of computer models for financial analysis and forecasting. Design and implementation of operational and financial reporting systems. Financial guidance and advice concerning the estate, gift, and trust planning. Consulting services regarding the preservation of wealth.

Dean has been an expert witness on financial matters in court cases. He has provided accounting and tax consulting for the following industries: Private clubs, not-for-profits, manufacturing, retailing, distribution, financial institutions, construction, real estate development, health care, professional practices, restaurants, maritime shipping, retirement plans, and local governments.

  • Bachelor of Science - Ball State University - Major in Accounting
  • Certified Public Accountant - Florida
  • Member, Florida Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Certified Financial Planner (CFP®)

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