{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor is knowledgeable about tax strategies and provides clear step-by-step advice that is easy to understand for people who may not understand accounting like me. His platform, Iota, provides seamless tax fillings, which are easy to follow and saves you time. ", "author": "Sam caffeine", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor from Iota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.", "author": "Ettore Ettore", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Iota Finance is a true gem. It’s best in class customer service and myriad of tech options creates an accounting service that is best in class. Igor is an incredibly knowledgeable CPA, who’s attention to detail and commitment to clients is what keeps me a very happy customer. ", "author": "Isaac Bykhovsky", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I HATED doing our business bookkeeping and taxes. You'd think after a few years it would get easier, but nope! I found Iota Finance a year ago through a mentor, and I have nothing but amazing things to say about Igor, Shirley, and the rest of the team. They're We have monthly strategy calls, and they always go above and beyond to ensure I'm in the loop while they handle everything.", "author": "Nicholas Cooper", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor took time to come out to my office, learn about my corporate structures, and quote me for a number of his services. At tax time, Igor got my tax filing prepared within a day of me sending him my pile of excel spreadsheets and receipts. I am looking forward to continuing my work with Igor as my firm grows.", "author": "Kurtis Jensen", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "As a small business tax strategy is crucial. I was looking for a partner rather than just a CPA, Igor and his team delivered on that. Helping me navigate the best approach to my taxes and multi state filings. If you are looking for someone to walk along side of you Iota Finance will. It is obvious that Igor cares about the people he works with. ", "author": "John B Johnson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor has been absolutely phenomenal! One of my struggles during my first 5 years of business has been finding a CPA that is organized, professional, and has the same standard of communication style as my team. Igor has been such a dream to work with and has proven to be so reliable, knowledgeable, and responsive, consistently exceeding our expectations.", "author": "Vania Portilla", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "I cannot recommend Iota Finance highly enough! Managing taxes for three different companies income streams across four states seemed like an insurmountable challenge, but Igor made the entire process seamless. His meticulous attention to detail ensured every aspect was covered, saving me both time and money. But his expertise doesn't stop at tax season. As I continue to build my company, Igor has become an invaluable resource. He offers unique insights that have helped me navigate complex financial decisions, allowing me to focus on growth and strategy. His proactive approach and deep understanding of business finances make him an essential partner for any entrepreneur looking to succeed. If you're looking for an accountant who goes above and beyond, Igor is the one to trust. His dedication, expertise, and genuine interest in helping his clients thrive set him apart in the industry.", "author": "Gavin Aydelotte", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor was simply great! Very thorough his work and did a great job of explaining a complex subject. ", "author": "Charles Harris", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "As a small business owner specializing in cryptocurrency, finding an accounting firm with the expertise and confidence to handle crypto transactions was a major challenge—until I found Iota Finance. From the start, the team at Iota was phenomenal. They demonstrated an impressive depth of knowledge about the complexities of crypto accounting, including tracking transactions, ensuring compliance, and optimizing for tax efficiency. Unlike other firms I’ve worked with, they weren’t intimidated by the unique nature of my business, and their experience in this area was clear. What truly stood out was their proactive communication and willingness to explain strategies in a way I could understand. They made me feel confident that my finances were in the best hands. I highly recommend Iota Finance to anyone in the crypto space or any business owner looking for a team that goes above and beyond. They’re not just accountants—they’re trusted partners in your success.", "author": "Jazmin Rojas", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Horrible. It took 3 weeks to go from me paying to our first meeting to transfer my quickbooks online account. The firm then asked many things that seemed like it was outsourcing the work internationally or they're trying to rely on AI. Turns out neither. I liked Igor a lot but the firm may be better for different types of businesses.", "author": "Noah Kagan", "reviewRating": { "@type": "Rating", "ratingValue": "2.6" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless. I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!", "author": "John Bullen", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Great! They are fast and responsive. They get the work done. ", "author": "Ankit Gongale", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
4.8
Average rating
13
Client Reviews
$500 - $1,500
Monthly Fixed Fee
$250K
Minimum Annual Income
$500K
Minimum Annual Revenue
What Our Clients Say
4.8
13 Client Reviews
Sam caffeine
April 11, 2024
5.0
Experience working with Iota Finance
Igor is knowledgeable about tax strategies and provides clear step-by-step advice that is easy to understand for people who may not understand accounting like me. His platform, Iota, provides seamless tax fillings, which are easy to follow and saves you time.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor is knowledgeable about tax strategies and provides clear step-by-step advice that is easy to understand for people who may not understand accounting like me. His platform, Iota, provides seamless tax fillings, which are easy to follow and saves you time. ", "author": "Iota Finance", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Ettore Ettore
April 12, 2024
5.0
Experience working with Iota Finance
Igor from Iota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Igor from Iota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.", "author": "Iota Finance", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Meet The Team Behind Iota Finance
Igor Tutelman, CPA
Managing Partner | Fractional CFO | Not Your Father's Accountant
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$500,000
Minimum Annual Income
$250,000
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Forensic Accounting
✔ Fractional CFO Services
✔ International Tax Services
✔ Mergers and Acquisitions
✔ Payroll Services
✔ Tax Preparation
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Due Diligence
✔ Post-Merger Integration Support
✔ Accounts Payable/Receivable
✔ Business Formation
✔ Business Valuations
✔ Cash Flow Management
✔ Individual Tax Preparation
✔ Sales Tax
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
Our Ideal Client Profile
Startups, small businesses, serial entrepreneurs, and real estate investors looking for a strategy-driven and relationship-focused CPA firm.
We're Probably Not A Good Fit If
How We Work
1
Schedule a Discovery Call
We'll discuss your challenges, goals, and values to see if we are a good fit.
2
Accounting Assessment
We'll conduct a complimentary and comprehensive assessment of your accounting and taxes to identify risks and opportunities for improvement.
3
Proposal Call
We'll discuss scope of services, expectations, review our portal, and discuss what it looks like to work together.
4
Onboarding
You'll meet the team, we'll do a deep dive into your operations, and we'll get started!
Behind The Scenes At Iota Finance
The Big List of Business Tax Deductions
Maximize Your Business Vehicle Deductions
In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, explains how small business owners can maximize their vehicle...
How to Pay Your Kids Through Your Business
Welcome to Not Your Father’s Accountant! I’m Igor Tutelman, CPA & Managing Partner of Iota Finance, here to bring you tax-saving tips...
How to Create a Monthly Accounting Process for Small Businesses and Startups
In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, shares practical tips for small businesses and startups to setup and...
S Corps 101
In this episode of "Not Your Father’s Accountant," Igor Tutelman, CPA, unpacks the fundamentals of S Corporations and how they can...
Transparent Pricing
Essentials Package
$500 - $1,500 Monthly Fixed Fee
Basic monthly bookkeeping (cash basis) and financials, and annual 1099 filing
Growth Package
$1,000 - $3,000 Monthly Fixed Fee
Monthly bookkeeping (cash basis) & financials, annual or semi-annual advisory/planning calls, and 1 add-on service (payroll, sales tax, income tax)
Advisor Package
$3,000 - $15,000 Monthly Fixed Fee
Monthly bookkeeping (cash or accrual) & financials, quarterly or monthly advisory calls, 2-3 add-on services (payroll, sales tax, income tax), and 1-2 advisor services (forecast, budget, dashboard)
Iota Finance's Tech Stack
About Iota Finance
We help small businesses, startups, real estate investors, and entrepreneurs save time and money through our expert, white-glove tax, bookkeeping, and fractional CFO services. We offer year-round compliance and strategy packages at fixed monthly fees, so you know what you're getting, when you're getting it, and how much it'll cost. We do not offer standalone tax preparation services and only work with entrepreneurs who own at least one business or 3-5 rental properties, because that's where we can help you maximize ROI on your tax and accounting.
Schedule a Free Consultation Today!
Schedule a free consultation with a CPA to get your questions answered and learn about what it looks like to work together.
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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