Tax and Accounting Services
TAX REDUCTION PLANNING
With an average client saving $57,000 in taxes annually, our tax reduction planning services offer serious benefits for both businesses and high-income earning individuals. We offer an in-depth analysis and a wide range of strategies that deliver immediate, tangible results.
Get all the benefits of having a Chief Financial Officer for your business, and watch your profits grow like never before. Our outsourced CFO services include advanced financial reporting, cash flow analysis, forecasting, and more.
Ratio CPA ensures accurate income tax return preparation for even the most complex tax returns, with attention paid to every detail, especially when it comes to lowering your tax burden as much as possible. Our expert team can handle both your personal and business taxes. Schedule a free consultation today.
Save time and get peace of mind with our accounting services for your business. Different plan types are available to fit your unique needs, and you can trust that your accounting solutions will never be outsourced from Ratio CPA.
When it comes to your long-term financial goals, you want to invest with confidence. Whether your vision includes a certain lifestyle in retirement or sending your children to college, you can realize those dreams through our dedicated wealth management services.
Protect your most important assets through insurance planning for your life, your business, your family, and beyond. The jargon and requirements of insurance planning can feel overwhelming, but Ratio CPA can help you navigate it all and find the right coverage for your needs.
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.
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.
FREQUENTLY ASKED QUESTIONS
Who are your clients?
We work with a wide range of individuals and businesses, so we’re happy to schedule a call to see if we can help you achieve your financial goals.
What is business accounting?
Ratio CPA uses QuickBooks Online so that our clients always have their data available at their fingertips.
What is the difference between accounting and bookkeeping services?
Accounting is the larger and more complex process of verifying & interpreting that data and presenting it to business owners. The accuracy of data is of utmost importance. This is the space we live in and where we excel.
Businesses, particularly small businesses, often choose to outsource their accounting services to save time and rely on experts.
Is there a service you do not offer?
All my income is on a W-2. Can I qualify for tax planning?
Absolutely. We help high-income individuals with adjusted gross income of approx. $600,000 and higher save on taxes through a wide range of advanced tax reduction strategies.
Your income can be on a W-2, a 1099, a K-1, or from a business. We do not rely on retirement or real estate strategies unless a client’s goal is specifically to increase retirement savings or own rental real estate.
“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.”
“Eli and Paulina are absolutely fantastic to work with. They are very quick to respond to emails and always address my questions and concerns in an organized and comprehensive manner. Their level of enthusiasm and professionalism is evident in their work, and I am definitely going to be a long-term customer. They are honest, completely online, informed regarding physician-related issues, and are always looking out for your best interest. Thanks!”
SANDY VALINO DOYLE
“I sought out a CPA online after writing a check to Uncle Sam this year following the loss of classic popular tax deductions in 2018. Eli and Paulina were amazing in introducing this already tax-savvy medical professional in helping me lay out a feasible tax reduction plan. Not only is SmartCloud CPA well-organized, tech-savvy and professional, but this company is also very kind and trustworthy. I highly recommend them for all high-income professionals! You’ll wish you met them sooner!”