Certified Public Accountant
Last active: 2 months ago
PLEASE READ CAREFULLY:
The billing rate isn't a typo......its actually around 30% less than I charge face to face clients in our offices - Chicago, NYC and SF. I am the CEO and Managing Director of a real firm.
While we have the resources to do bookkeeping [we have > 400 clients on QBOnline] and basic work, our strength is transactional tax....[doing deals] involving pass-thru entities [S Corps, LLCs and Partnerships] for companies in real estate, private equity, distressed debt, construction, tech and professional services. We also have deep experience with bringing non-filers back into the system, Offer In Compromise, Bankruptcy Tax, etc.
My rate and what I do is the SAME THING you would get from a PARTNER at a BIG 4 firm without the overhead. Once we agree on the problem, then we can quote a fixed fee in most cases or an hourly rate. This isn't going to be low ball....you are getting a very skilled and articulate professional with extensive experience.....back to the boilerplate.
I have broad and deep experience in the operation and management of an integrated tax, technology & financial advisory professional service practice which is national in scope, We developed abizinabox.com which is a cloud based SaaS, PaaS and IaaS platform.
The firm is a AICPA PCPS member practice.
I have extensive background and experience in:
- transactional tax practice in all phases of project life cycle for real estate, project finance, distressed debt obligation [particularly real estate backed instruments]
• inter-generational transfer of assets, such as real estate and closely-held operating businesses.
Salesforce Certified - Sys. Admin, Adv. Sys. Admin Sales & Service Cloud Consultant
Specialties: Partnership & Real Taxation,
Real Estate Taxation,
CPA, CITP, CISM, CGEIT
salesforce Certified Sys. Admin, Adv. Sys. Admin., Implementation Consultant
QuickBooks Certified Pro Advisor [since 1999] - including POS and Enterprise