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. Most States and localities have followed including New York and California. Please visit state websites for official guidance. See links on our resources page. The 2020 estimated tax payment schedule has been changed to July 15 (Q1 and Q2), September 15th (Q3) and January 15th, 2020 (Q4)

We are licensed multi-state CPAs (NY, FL, 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

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. 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 for individuals and businesses with tax considerations

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.

Additionally, we are active investors ourselves in hedge funds, private equity, managed futures, real estate, venture capital etc. No better teacher than your own portfolio. We work with many independent skilled Wealth Managers.


  • September 15, 2020 is Q3 estimated tax payment deadline for 2020.
  • Sept 15th 2020 extension deadline for S Corps and LLCs.
  • October 15th for individuals and C Corps.
  • December 15th 2020 - Q4 estimated taxes corporations.
  • January 15th, 2021 - Q4 estimated taxes for individuals.