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About

Marilynn Ugarte, EA., CTC.

Hi, I’m Marilynn—Your Trusted Tax Advisor & Strategic Partner in Financial Success

I’m the CEO and Founder of PrecisionBooks Advisors, a virtual accounting firm dedicated to providing small to medium-sized business owners with personalized financial support to help them thrive. I work year-round with a select group of clients, ensuring they receive dedicated attention and tailored solutions to meet their unique needs. This focused, hands-on approach sets my firm apart from the traditional, one-size-fits-all experience at larger firms.


With over 15 years of public accounting experience and credentials as an Enrolled Agent (EA) and Certified Tax Coach (CTC), I specialize in simplifying complex finances, helping business owners gain clarity, and reducing tax burdens through proactive tax planning. My mission is to equip you with clear, actionable financial insights, empowering you to make informed decisions and maximize your savings year-round.


Beyond the numbers, I’m passionate about mentoring and teaching. I’ve had the privilege of training new accountants and tax associates across South Florida and India, reinforcing my commitment to fostering growth and talent within the industry.


Inspired by my father’s legacy as a dedicated entrepreneur, I bring the same care, attention, and understanding to every client relationship. I know the challenges business owners face, and I’m here to simplify your financial journey and help you succeed every step of the way.


Let’s make it happen!

My Professional Credentials

  • Bachelor’s degree in accounting, Florida International University, School of Accounting
  • Enrolled Agent (EA)
  • Certified Tax Coach (CTC)
  • Member, American Institute of Certified Tax Planners (AICTP)
  • Member, National Association of Enrolled Agents (NAEA)
  • Member, Florida Association of Enrolled Agents (FAEA)

Did You Know?

  • Your bookkeeping can be done strategically to uncover valuable opportunities for saving and making more money in your business. Many small business owners miss out on deductions and other savings simply because they’re not keeping up with their accounting or are unaware of what’s available. 
  • How you pay yourself can save or cost you thousands in taxes. Getting it right is essential to keeping more of your money.
  • Your business structure may be costing you more in taxes. The right legal structure can significantly impact your bottom line.
  • Certain business expenses can be reimbursed tax-free. This simple yet effective strategy can save you money—if implemented correctly.
  • A good tax strategy could save you thousands every year. The key is planning ahead and identifying opportunities that apply to you.



Take Control of Your Finances With a Trusted Advisor

Let us handle the numbers, while you focus on what you do best. Together, we’ll navigate complex financial challenges with confidence.

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