Integrated CPA
FOUNDING YEAR
2018
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Integrated CPA
We are a one stop white glove company working with clients year round to reduce the stress and uncertainty around accounting and taxes. Businesses will have financial statements with actionable recommendations for business operations. taxes will be completely timely with recommendations to pay less. For individuals we help answer questions and plan for life events so that taxes aren't a burden or an unknown.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
We work very extensively within the VC, Startup, HNW and UHNW community. We do a lot of tax planning and tax strategies. We do a lot of planning around ISOs, NSOs, RSUs, 83(b), QSBS. We look at tax planning not just for savings today but also into the future. We also work with a large number of professionals like doctors, lawyers, finance individuals. We also work with a lot of Web3 / Crypto clients for both individual and businesses.
Clients who wouldNOTbe a good fit
There are some industries that we aren't great at like oil and gas, livestock, car dealerships.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Professional Services
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
