Joshua L. Ortego attended the University of Louisiana at Lafayette where he graduated with a Bachelor of Science degree in Accounting in 2007. From there he began his journey to becoming a CPA which was achieved in March of 2012. Joshua is a member of the American Institute of Certified Public Accountants as well as the Society of Louisiana Certified Public Accountants.
Upon graduation from the University of Louisiana at Lafayette, Joshua immediately began working for the CPA firm Darnall, Sikes, Gardes & Frederick, CPAs. It is this job that gave him the opportunity to obtain the knowledge needed to service the accounting needs of the public. After just two short years, Joshua decided it was time to attempt to open his own CPA practice. Through hard work and dedication, Joshua obtained his CPA license and has built a firm called Joshua L. Ortego, CPA, LLC that currently services over 300 clients. His firm specializes in small business accounting and tax preparation, however is available for all levels of tax and accounting needs. His firm is linked to an entity called Capital Planning Associates, LLC. Capital Planning Associates, LLC is a partnership that Joshua has with his father-in-law, Todd A. Veillon, ChFC. Todd is a Chartered Financial Consultant that Joshua often works closely with and who share many of the same clients. Together they work on an income and retirement plan that is unique to each situation with a focus on a tax-free retirement. In fact Joshua’s wife, Amie V. Ortego is also involved with Todd’s business where she serves as an executive assistant to Todd as well as an agent. This only broadens the scope of what Joshua L. Ortego, CPA, LLC has to offer.
Joshua L. Ortego was born on April 14, 1982, as the first of three children. He was raised in the small town of Ville Platte, LA where he currently resides. Joshua is happily married for 12 years to Amie V. Ortego. He is the father of a 10 year-old daughter, Karleigh Lynn Ortego, as well as a 9 year-old son, Wesley Todd Ortego. Joshua and Amie are also expecting their third child in January 2018. Brought up in a Catholic school and with strong family morals, Joshua believes that the importance of family is only preceded by our Lord and Savior Jesus Christ. When not servicing his client’s needs, Joshua enjoys spending time with family and friends especially in the great outdoors. Joshua is an avid fisherman and also enjoys hunting. He is also known as the family “cook and is “required” to cook at all major family functions.
Ada has experience in bookkeeping and payroll services for small businesses, including construction, home health, lawn maintenance, truck drivers, logging companies, retail shops, restaurants and surveying.
Ada resides in DeRidder, LA . She has been employed for Joshua L Ortego, CPA since the year 2000. Ada started out as a receptionist and then secretary and currently is a bookkeeper. Ada learned everything about bookkeeping doing it hands on and from Mrs. Price.
When not working Ada enjoys crossword puzzles, reading, swimming, and being with her grandchildren.
Jessica joined the team in 2015 as the tax manager bringing with her nearly 10 years of experience in the tax industry. She became a registered tax return preparer in June 2012 after passing the IRS RTRP exam. She is also a participant in the IRS’ Annual Filing Season Program, a member of the LCPA, and working towards earning her Enrolled Agent credentials.
Jessica previously worked for Jackson Hewitt Tax Service of Lake Charles as the Area Manager where she earned many company awards and achievements including the district’s “Top Preparer of the Year” award for 5 of the 7 years she was with them. She was also the tax school instructor in which she earned a national award as “Tax School Instructor of the Year.”
She is a tax professional with a reputation as a trusted advisor to individual clients, small businesses, and corporations. Her ability to deliver unparalleled customer service has resulted in above average retention rates and client referrals.
In addition to preparing and reviewing federal and state income tax, corporate and non-profit returns, her area of practice also includes tax resolution cases. She focuses on getting to know her clients inside and out and with a customized approach to ensure that they get practical services and quality assistance. Her experience, combined with the benefit of fresh thinking, helps us provide intelligent tax advice.
She resides in Moss Bluff, LA with her husband, W.P. and son, Jagger. She also has two stepdaughters, Kennedy and Hailey. She enjoys spending time with her family and friends. She and WP are also members of the social group “The Buccaneers of Lake Charles” and enjoy attending their various social events throughout the year.
Tasha joined the team in 2014 as a Receptionist. She excels in customer service and enjoys helping our clients in any way possible. Tasha is also gaining experience in individual income tax and payroll preparation.
Tasha has a degree in Criminal Justice. She resides in Anacoco, LA and enjoys spending time with her family. Tasha is a proud mother of twin boys and daughter Ayla.