The Entrepreneur's Advisor & CPA

We are CPAs who have owned and managed businesses


TO OUR CLIENTS AND FRIENDS: Q4 2020 estimated taxes are due to meet the safe harbor on January 15th, 2021.

The PPP Program Loan Forgiveness Applications have now been released. Qualified expenditures used with PPP Proceeds are now DEDUCTIBLE for income tax purposes. Those with loans under 150K are encouraged to use the simplified form for loan forgiveness available from your bank. Round 2 add on loans on 2021 can be applied for with your bank.

We are licensed multi-state CPAs (FL, NY, and AL) and successful entrepreneurs who serve local, national and international small business owners. 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 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 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, raising capital, structuring your business ownership for tax purposes, real estate, 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.


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

  • January 31, 2021 - 1099s, W2, W3, 940 and 941 payroll filings.

  • March 1, 2021 - Delaware annual capital filing

  • March 15, 2021 - S Corp, LLC and Partnership filings. Extensions due also.

  • April 15, 2021 - Individuals, C Corporations and Trusts. Extensions due also.