The Entrepreneur's Advisor & CPA


We are licensed multi-state CPAs (FL, NY, CA, and IL and successful entrepreneurs who serve local, national and international small business owners and those with more complex tax needs. With clients in 23 states we are specialists in individual and business multi-state taxation and inbound USA international filings. We also have a team member that speaks Mandarin.

Accounting Services

All of our team are either licensed Certified Public Accountants, Professionals with an Accounting Degree and/or an Enrolled Agent. Most of our team has managed and/or owned a business during their career. Compilations, write ups plus quarterly accounting services available.

Consulting and Advisory Services for Individuals and Businesses

With over 100 years collective BUSINESS experience in-house we offer valuable advice pertaining to financial statement presentation, taxation compliance, tax planning, presenting capital tables, structuring your business ownership for tax and other purposes, real estate, credit line applications, buying/selling a business, and general business decisions impacting debt, taxes, investors and prospective buyers of your business. Also represent many USA inbound investors from Asia, Europe, Canada and Australia. We speak Mandarin.


  • Oct 16th- Dec 21 - Tax planning season. Email us to project what you owe and what you can do.

  • December 15th - Corporation Q4 estimated taxes due.

  • January 18th, 2022 - Q4 2021 estimated taxes due.