image for site
Integrated CPA | Advisory Services, Bookkeeping, Mergers and Acquisitions

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.
Profile picture of
MicroSaasGuy
February 12, 2024
Experience working with Integrated CPA
Hands down @TheNFTCPA
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

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.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Type

Services Offered

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.
You may be interested in:
Solopreneur CPA (Matt Chiappetta, CPA) | Advisory Services, Bookkeeping, Fractional CFO Services
image for site
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
Purewater Financial | Advisory Services, Bookkeeping, Payroll Services
image for site

1 Client Reviews

image for site
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
ECOM CPA | Advisory Services, Bookkeeping, Fractional CFO Services
image for site
image for site

3 Client Reviews

image for site
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
Sam’s List logo
About Us
Accountants
Advisors
Fractional CFOs
Connect with an Expert