5.0
Average rating
1
Client Review
$2,000 - $12,000
Monthly Fixed Fee
$1.5M
Minimum Annual Revenue
N/A
Minimum Annual Income
What Our Clients Say
5.0
1 Client Review
Ben Rosner
November 18, 2025
Current client since 2022
5.0
Reason for working with Revel CPA
Revel CPA is hyper targeted to assist in my specific niche and needs.
Experience working with Revel CPA
I couldn't recommend Revel more highly. The entire team is knowledgeable, communicative, and professional in every interaction. I recently had a tax matter that was difficult to resolve and Martin, the CEO, personally stepped in to help and ensure it got solved. Don't hesitate in bringing Revel on as your advisors.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$1,500,000
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Advisory Services
✔ Business Formation
✔ Business Valuations
✔ Business Tax Preparation
✔ Due Diligence
✔ Fractional CFO Services
✔ Payroll Services
✔ Sales Tax
✔ Tax Preparation
✔ Tax Resolution & IRS Representation
✔ Tax Planning & Strategy
✔ Post-Merger Integration Support
✔ Mergers and Acquisitions
✔ Individual Tax Preparation
✔ Cash Flow Management
✔ Budgeting & Forecasting
✔ Bookkeeping
Our Ideal Client Profile
Our ideal client is a creative business doing roughly $2-10M in revenue, run by a founder who's serious about scaling and tired of flying blind with their numbers. They want a proactive partner who can simplify complexity, minimize their taxes, and help them turn cash flow and profitability into long-term generational wealth.
We're Probably Not A Good Fit If
✗ Lifestyle businesses with no growth goals
Transparent Pricing
Generations Program
$2,000 - $12,000 Monthly Fixed Fee
Our flagship service for entrepreneurs, covering their business and personal accounting and tax strategy. We check all the boxes, filling the gaps to provide the support you need.
QSBS Analysis
$2,500 - $2,500 Project-Based Fee
Curious whether Qualified Small Business Stock Treatment is appropriate or available to you? We offer a quick, fixed fee engagement to determine if your business is a good fit for this powerful tool.
One-Off Tax Support
$1,800 - $6,500 Annual Fixed Fee
Retain Revel to prepare your individual or business taxes and enjoy a paperless, modern experience designed for a busy professional.
Revel CPA's Tech Stack
About Revel CPA
Revel CPA partners with creative businesses to design tax-minimizing strategies, bring clarity to the chaotic numbers, and turn your finances into a tool for building generational wealth—while growing with you at every stage of your journey. Let's find out what got you excited about owning a business in the first place and track our progress toward that vision!
Join the Waitlist Today
Interested in working with Revel? Our Generations program has a short waitlist to guarantee a smooth onboarding experience for you.
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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