Building Clarity. Driving Growth.
Helping clients scale intelligently by aligning tax strategy with business growth at every stage.
INDEPENDENT ADVISORY & CPA FIRM
Where Insight Meets Execution.
CROJEDA is an independent advisory and CPA firm that pairs deep tax expertise with practical operating insight across a multitude of industries.
Our mission is simple: we help clients deploy capital deliberately — through tax-efficient reinvestment, strategic CAPEX, and innovation funding — so they can grow their businesses with clarity and confidence.
Opportunity.
Strategy.
After-Tax Growth.
From integrated accounting and compliance to proactive tax planning and executive-level advisory, we transform hidden opportunities into capital that fuels tomorrow’s growth.
What We Deliver
Our Private Client Services team delivers integrated tax and advisory support for individuals, families, and their closely held businesses. Whether you manage an operating company, real-estate portfolio, trust, or philanthropic vehicle, we align compliance requirements with long-term wealth-preservation and growth objectives.
How We Work
Transformational business advice begins with listening. We work alongside your leadership team to surface challenges, quantify opportunities, and prioritize value drivers that matter most. From there, we design and implement practical strategies—then remain engaged to measure results and refine the plan as your needs evolve.
Our Services
What Our Clients Say
"Helped us find every opportunity to save on taxes."
– Francisco L.
" I have never felt like "just a client."
– Javier L.
"Very professional, knowledgeable, and thorough. "
– Luis R.
Is CROJEDA the Right Partner?
Each quarter, we onboard a select group of clients whose vision aligns with our values and long-term strategy — ensuring every engagement receives the senior-level attention it deserves.
Step 1: Introduce Yourself
Tell us where you are, where you want to be, and what's holding you back.
Every new relationship is reviewed personally by our partners to understand your structure, priorities and challenges — ensuring CROJEDA delivers meaningful value and serves as the right strategic partner for your next phase of growth.
Step 2: Strategy Call
Meet with a Partner for a focused strategy discussion.
We'll assess your current position, identify key opportunities, and confirm mutual fit — ensuring clarity on scope, expectations, and long-term objectives before any engagement begins.
Step 3: Onboarding
Once aligned, our team formalizes your onboarding roadmap — establishing secure access, data flow, and communication protocols so collaboration begins seamlessly. This stage ensures all critical information is captured and positions us to execute your strategy with precision.