Financial Consulting Services
Although we live in a “Google it” society, tax and business matters are too important and too complex to be DIYed. The consequences of incorrectly filling out a form or incorrectly dealing with a business issue can be dire and difficult to unravel. You need a solution that is tailored to your specific situation.
Ratio CPA has over 20 years of experience providing consulting services to both businesses and individuals, and we can help with a wide range of issues, including:
- Tax liability reduction
- Financial forecasts, budgets, projections, and more
- Determining the tax consequences of various purchases, business decisions, sales and legal contracts
- Responses to IRS notices
- Manage tax liens, garnished wages, unfiled tax returns, offers in compromise, and other tax resolution matters
- New business entity structure selection, plus accounting program and payroll provider
- Transition businesses who have outgrown their current accountant address their new challenges
- Guidance for beginning real estate investment and other investment types
- Capital gains taxes mitigation for investors
- Tax consequences of various legal decisions, such as estate planning
- Retirement plan selection for businesses and individuals
- Determining a company’s or individual’s nexus for tax purposes
- Tax questions related to inheritance
- Many other problems or questions
We offer both one-time consulting services and recurring consulting services that can be delivered on a monthly, quarterly, or annual basis, available for both individuals and businesses.
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.”
