The Entrepreneur's Advisor and CPA

We are CPAs who have owned and managed successful businesses


TO OUR CLIENTS AND FRIENDS: The 2020 estimated tax payment schedule has been changed to July 15 (Q1 and Q2), September 15th (Q3) and January 15th, 2021 (Q4).

The PPP Program Loan Forgiveness Applications have now been released. For those borrowers that are using the 24 week period for qualification you may be eligible to apply now. Qualified expenditures used with PPP Proceeds are not deductible for income tax purposes. Those with loans under 50K are encouraged to wait for the release of a pending simplified form for loan forgiveness.

Those who believe 2021 rates may rise may want to consider recognizing more income in 2020 versus 2021. Clients are are encouraged to contact us for a free call to determine if a pro forma 2020 calculation is advisable. It may lower your 2020 taxes considerably.

We are licensed multi-state CPAs (FL, NY, and AL) and successful entrepreneurs who serve local, national and international entrepreneurs and business owners. We are specialists in individual and business multi-state taxation and inbound USA international filings. We also speak Mandarin.

Accounting Services by Experienced Accountants and CPAs

We stay current on the latest changes to Generally Accepted Accounting Principles. We are a QuickBooks ProAdvisor offering Compilation and write-up services. Several companies in the USA and abroad outsource their accounting function to our CPA and accounting degree professionals. 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 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 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.

We also work with many independent skilled Wealth Managers.


  • December 15th 2020 - Q4 2020 estimated taxes corporations and certain states/cities

  • January 15th, 2021 - Q4 2020 estimated taxes for individuals.