The Perfect Ratio for Your Tax Strategy
Serving Growing Businesses and High-Income Earners for Over 20 Years
With decades of experience in tax reduction planning, accounting, and CFO services, Ratio CPA can deliver a clear path to achieving your financial goals.
Business Boosting Services
Ratio CPA specializes in the unique needs of growth-oriented small and medium businesses. We speak your language, work around your schedule, and become an integral partner to deliver the financial solutions you need in order to facilitate the success of your business.
Smart Tax Strategies
We specialize in what makes you money, not what costs you money. Our tax reduction planning and supporting income tax preparation are tailored to help you and your business decrease tax liability and grow wealth.
Flexible Nationwide Solutions
We work with businesses and high-income individuals in all 50 states. We offer secure client portals and convenient communication via Zoom, phone, or email, allowing us to serve you when and where it works best for your busy schedule.
Schedule a Free Consultation to See How
We Can Help
Schedule a complimentary quote and consultation with Ratio CPA’s Tax Reduction Advisor or fill out a short form to receive additional information from us.
I Want Ratio CPA to…
Reduce My Taxes
We’re serious about saving you money and accelerating your growth – this is why tax planning is our flagship service. Tax planning involves a proactive, comprehensive, and custom analysis of your financial situation to determine strategies that will decrease your tax liability – both on your individual and business tax returns. A lowered tax burden frees up resources for growth, investment, and funding of your retirement. An average client saves $57,000 annually.
Outsource My CFO Needs
An Outsourced Chief Financial Officer oversees all financial and tax-related aspects of a business and offers advice aimed at increasing a company’s financial position, improving results of operations, and helping it grow profitably. This includes advice on anything from cash flow issues to loan structures to increasing profit margins, or overall profitability of an enterprise on a month-to-month basis.
Handle My Accounting
As your tax and accounting firm, we care for your business finances while you take care of your clients. We offer monthly, quarterly and annual accounting plans in QuickBooks Online. If needed, we can also set up your QuickBooks Online file, cleanup your accounting, train your staff to effectively use QuickBooks Online, or help you set up a QuickBooks Online Payroll account. We take the guesswork out of the equation – and we excel at what we do.
Provide Consulting Services
We help clients navigate the complex landscape of taxes and accounting by offering tailored consulting services for businesses and individuals. Whether you are looking to receive help dealing with the IRS, want to know the tax consequences of a legal contract, need to establish the accuracy of a previously filed income tax return, want to change your state of residence or start a new investment, our experienced professionals are here to help, advise you, and eliminate your pain points.
Financial Services
Specialized to Your Needs
Small to Medium Businesses
When you’re operating a business, the financial ins and outs can feel overwhelming—but we can help. At Ratio CPA, we aim to become an integral partner for your organization, assessing and addressing issues as they arise and planning ahead for maximum financial success. Our CPA firm focuses on what makes your business money and helps your business grow, realizing your goals through services from tax reduction planning to optimizing your QuickBooks Online files and outsourced CFO services.
High-Income Earners
When you have a high-net worth or earn a high annual income, you face unique pressures in your financial planning. Our team has the knowledge and experience to navigate important regulations and develop successful strategies, reducing your tax burden and growing your wealth. Our services for high net-worth individuals include tax reduction planning, tax return preparation, insurance planning, and wealth management. Whether you own a business or receive income on a W-2, 1099, or K-1, we can help.
Taking Back Control of Your Business as Easy as 1, 2, 3
Schedule an
Appointment
Let Us Analyze Your Unique Tax Needs
No More Tax & Accounting Problems
Ratio CPA specialized in the unique needs of small and medium-sized businesses as well as high-income individuals
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What Our Clients Are Saying
Douglas Walled, MDRadiologist | Educator | Entrepreneur
“Paulina at Ratio CPA is a consummate professional. I have used a number of CPA’s in the past and was serially underwhelmed with their churn & burn, do paperwork and then collect fees attitude. Ratio is a completely different world of service AND results. We developed a personalized strategic tax plan over multiple meetings with all questions answered, client education, and ready availability. I have learned more about taxes with Paulina and Eli at Ratio in a few months than I have in the 10 years of adult life before that. They stand by their service at Ratio, and literally in the first year doing my taxes TRIPLED my return. They expect they will do even better next year with time to plan and strategize and I can’t wait to see it! THANK YOU, PAULINA!”
Angelo PresselloCEO of Directpl
“I have worked with Eli Keren from [Ratio CPA] since 2016. Eli is easily the most responsive and proactive person I work with regarding my US business. He is well-informed, gives good advice, and always presents options – this makes it much easier for me to make good decisions quickly. Eli could give seminars in how to provide outstanding customer service. I recommend Eli and [Ratio CPA] unreservedly. Eli is simply the best!”
Aksh GuptaCo-Founder and CEO at Occasion
“I have worked with Eli and the team for two years now. I started with tax strategy and filings for one company in the first year, and now, I have given them all my businesses. Very professional and clear in communication.”