The Entrepreneur's Advisor and CPA

We are CPAs who have owned and managed successful businesses


TO OUR CLIENTS AND FRIENDS: On March 20, 2020 the Treasury Secretary has announced that the April 15th 2020 individual and corporation tax deadline will be changed to July 15, 2020. Individuals owing up to 1 million dollars for 2019 Federal income taxes may defer payment interest and penalty free until July 15, 2020. Corporations that owe taxes up to 10 million dollars may do the same. We expect States and localities will follow. Please visit state websites for official guidance.

We are licensed multi-state CPAs (NY, FL, AL) and successful entrepreneurs who serve local, national and international entrepreneurs and business owners as trusted advisors. We are specialists in individual and business multi-state taxation and inbound USA international filings. Average CPA preparer of partnership returns, S Corp returns, Individual returns and C Corp returns is 25 years. We also speak Mandarin.

Accounting Services by Experienced Accountants and CPAs

Our CPAs and accountants stay current on the latest changes to accounting rules, including Generally Accepted Accounting Principles and International Accounting Standards. We are a QuickBooks ProAdvisor offering Compilation and write-up services. Several companies in the USA and abroad outsource their full-service accounting function to our CPA and accounting degree professionals in our main office. We serve as virtual Controllers for certain clients with regard to general ledger accounting, bill pay, payroll and reporting by accountants with a degree and/or CPA certification. Most of our team has managed or owned a successful business during their career.

Advisory and Consulting

With over 100 years collective BUSINESS experience in-house we offer valuable advice pertaining to financial statement presentation, taxation compliance, tax planning worldwide, raising capital, evaluating a franchise, medical practice structure, real estate investing, credit line applications, buying/selling a business, cost benefit analysis and general business decisions impacting debt, taxes, investors and prospective buyers of your business. We also have an international practice serving USA inbound investors in Asia, Europe, Canada and Australia. OUR CPA LEADERS HAVE OWNED, MANAGED SUCCESSFUL BUSINESSES OUTSIDE OF ACCOUNTING


  • January 15th, 2020 - Individual estimated tax payments Q4 2019 to reduce risk of interest and penalties.
  • January 31, 2020 - Last day to postmark and send all 1099s to vendors on time.
  • March 16th, 2020 - S Corporation and Partnership tax filing return deadline unless extensions filed. Extend till Sept 15th.
  • April 1 Tangible tax returns deadline state of Florida.
  • July 15th, 2020 - Individual and C Corporation tax filing deadline unless extensions filed. Extend till Oct 15th. Individual IRA deadline. Q1 2020 estimated tax payments may now be deferred 90 days.
  • Looking ahead: Sept 15th 2020 extension deadline for S Corps and LLCs, October 15th for individuals and C Corps.