Nationwide Tax and Accounting Services
Trusted Tax Planning, Tax Consulting, and Accounting Solutions for Individuals and Businesses
Your taxes and finances deserve the utmost care and attention. For both your business and your personal wealth, we offer a complete range of tax and accounting services.
Services We Provide…
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.
CFO Services
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.
Tax Preparation
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.
Accounting
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.
Consulting Services
Go beyond the answers available from an online search with dedicated financial consulting for your business or personal finances. Thanks to our two decades of experience, we have answers to all your pressing questions.
Wealth Management
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.
Insurance Planning
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.
Tax Services Tailored to You
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.
Frequently Asked Questions
Who are your clients?
Many of our individual clients are high-income earners who are seeking tax reduction planning advice. We also work with small- to medium-sized businesses, helping with their accounting and tax needs.
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?
Business accounting is the management and interpretation of the financial records of a business. These records can then be presented to owners for forecasting and planning regarding business goals.
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?
Bookkeeping is the process of keeping track of and recording the financial records of a company, including tasks like payroll, invoicing, billing, and organizing other records. Bookkeeping is necessary for accounting teams (such as Ratio CPA) in order to maintain accurate data.
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?
We currently do not offer standalone income tax preparation services. This means that we prepare tax returns only in conjunction with tax planning and/or CFO services.
We also do not provide bookkeeping services and work on accounting only with clients using QuickBooks Online.
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.
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.”