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I help profitable business owners make better tax, retirement, compensation, and financial planning decisions before year-end, while there is still time to plan. My work is best suited for S-Corp owners, consultants, agency owners, professional service firms, and high-income self-employed professionals who need integrated tax and wealth strategy, not generic tax prep. Common projects include: • Business-owner tax planning • S-Corp compensation and distribution planning • Solo 401(k), SEP IRA, and retirement contribution strategy • Entity structure and owner compensation review • Cash-flow planning around taxes, payroll, and owner distributions • Tax-aware financial planning for business owners • Coordination questions involving CPAs, payroll providers, and attorneys I am a Certified Financial Planner™ professional and IRS Enrolled Agent. My focus is not simply preparing forms after the year is over. I help business owners understand the planning decisions that affect taxes, retirement savings, liquidity, risk, and long-term wealth building. A good fit is usually a business owner who is already profitable, has tax complexity, and wants a structured second opinion before making decisions. A poor fit is someone looking for the cheapest tax return, bookkeeping cleanup, day trading advice, stock picks, or a quick answer without reviewing the facts. The best starting point is a paid diagnostic consultation. We will review your situation, identify the major planning issues, separate what is urgent from what can wait, and outline next steps. If deeper work makes sense, I can scope a separate planning engagement after the call. Important: this profile is for education, planning, and advisory discussions. Tax, legal, and investment recommendations depend on your facts, documents, timing, and applicable rules. No tax savings, investment result, or planning outcome is guaranteed. Talk soon, Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist cayden @ wealthadvisor365 .com

I'm a Certified Financial Planner and Enrolled Agent. I value work life balance and quit my corporate 9-5 job to find the best mix for my family. Whether you just need help with your business books, OR a second opinion on anything tax related, I've got you covered. I'm passionate about saving YOU money on taxes. I help companies with bookkeeping and making sense of Profit and Loss Reports. I help Individuals create year over year plans to optimize their money with taxes in mind. Need help actually implementing a tax strategy from start to finish? I've got you! I can help implement payroll, entity type review and change, business tax strategy, Roth SE 401k, Cost Seg, HSA/Dependent Care FSA, and many more strategies.

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!

I’m a CPA and Financial Planner with 10+ years of industry leading experience in tax planning, financial planning, and strategic wealth management for both businesses and individuals. I have additional expertise within the international financial planning and tax strategy space due to my unique skillset of holding a CPA license as well as equivalent licenses in a number of other countries (including Chartered Accountant status etc). I therefore have a unique core client base on complex, high net worth clients with multi jurisdiction lifestyles that give them exposure to tax regimes in multiple countries. I founded and operate my own CPA firm and fee-only financial planning practice, bringing the expertise of Big 4 experience (including PwC) and deep industry insight working with high net worth individuals, business owners, executives, and leading companies. My key services include: - Tax planning & tax strategy (business & individual) - International tax strategy (business & individual) - Financial planning & retirement planning - Wealth management & investment strategy - Entity structuring & tax-efficient business planning - IRS compliance & tax risk management - Cash flow planning & financial forecasting - Year-round advisory & tax optimization guidance I use a forward-looking, fiduciary-driven approach to reduce tax burden, improve financial performance, and support smarter financial decisions at every stage — from year-end planning to quarterly tax strategy and long-term wealth preservation. Clients typically hire me when they’re looking for a trusted CPA, tax strategist, financial planner, fiduciary advisor, or wealth management expert who can reduce taxes legally, improve financial outcomes, and provide clarity in complex financial situations. 💡 If you want a strategic tax planner, high-level financial planner, or certified public accountant who integrates tax strategy with financial planning and investment goals, let’s talk.

My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!

⭐ Licensed US CPA | Audit & Reviewed Financial Statements | Sign CPA Letters | Compliance Support I’m a Licensed U.S. Certified Public Accountant (CPA) with 5+ years of experience helping businesses, startups, and professionals prepare accurate, credible, and decision-ready financials If you're working with lenders, investors, or regulatory bodies, you need more than basic reports you need, CPA-backed financial documentation that is clear, compliant, and built to pass scrutiny the first time I help clients present their financial position with confidence while meeting professional standards and third-party expectations. Core US CPA Services • CPA-Reviewed Financial Statements (SSARS) • Compilation Engagements (CPA-prepared reports) • GAAP-Compliant Financial Statements (Balance Sheet, P&L, Cash Flow) • Audit Support & Agreed-Upon Procedures (SSAE) • CPA Letters (Mortgage, Income, Business Verification, Investor Accreditation) • Financial Statements for Lenders, Investors & Due Diligence • Net Worth & Personal Financial Statements • Financial Documentation for Compliance & Third-Party Requests Additional Services • Financial Projections, Forecasting & Cash Flow Modeling • Budgeting & Business Plans for Funding • Ratio Analysis & Pro Forma Financials • Quality of Earnings (QoE) Support • Debt Covenant Calculations • Fractional CFO Support (Reporting, KPIs, Strategic Planning) • Investor & Lender Reporting • Financial Due Diligence & Process Improvement All work is performed in accordance with applicable U.S. professional standards, ensuring your financials are **accurate, defensible, and ready for review Who I Work With Startups, small businesses, nonprofits, and independent professionals who need reliable financial documentation for financing, compliance, reporting, and growth Why Clients Choose Me • Licensed U.S. CPA with real-world experience • Strong GAAP financial reporting expertise • Proven work with lenders, investors, and third parties • Clear communication and dependable turnaround • Strict confidentiality with sensitive financial data Whether you need audited, reviewed, or compiled financial statements, a CPA certification letter, financial modeling, Quality of Earnings support, financial due diligence, or ongoing CFO-level guidance, I would be happy to discuss your project and determine how I can help.