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!
I was first introduced to Eli from my good friend and business lawyer, Matt. He spoke highly of him and thought he’d be a good fit for me. I had been struggling some with getting my accounting and paperwork sorted out and organized. When I first spoke with Eli, I immediately felt relieved and almost instantly, knew I could trust him. I also knew that I wanted him on my team to help get my business where it needed to be. His services are incredibly valuable and have saved me time, energy, and most of all, unnecessary headaches. Eli is kind, knowledgable, accessible, and most of all patient. There were times I needed to track documents down, or go through processes I didn’t quite understand. He is always there to answer questions, guide me through things, or provide resources. I highly recommend Eli as your go-to CPA to add to your team. He is one of my most valuable team members. I look forward to a long and rewarding relationship. Thank you, Eli!
Eli has been very helpful and detail oriented in assisting my family with tax planning, tax consulting and tax return preparation services for several years. In particular, his services have been beneficial in advising us regarding how to plan for tax minimization as our financial situation has changed over the last few years. He is great at creating a plan at the beginning of every year, keeping in touch regarding the plan and then responding to any questions that arise throughout the year. I would recommend Eli for any and all tax planning, tax consulting and tax return preparation services.
Paulina and Eli have been great! I am a new physician with a PLLC that needed assistance organizing, bookkeeping, and preparing taxes. They came to me as a referral from another physician and they do not disappoint. They have been quite understanding of my demanding schedule and have gone above & beyond to accommodate my needs. I feel like they work hard to understand my individual situation and play to my best interests. I am grateful to have found them and recommend them to others too!
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.
Paulina, in her capacity as a Tax Reduction Advisor, has introduced me to useful tax saving techniques previously unknown to me. I have found her to be professional, courteous and promptly responsive.
I have worked with Eli Keren and Paulina on income tax and consulted with them on tax reduction strategy. In the past couple years, I have realized that as a W2 employee, “it isn’t what you earn its what you keep” and a lot of what I earn I found I do NOT keep! Doctors are notoriously bad with money, but for the savvy physician who is employed by a hospital network or owns a private practice, Eli and Paulina are for you. For my personal situation, my wife owns a business and I am a W2 employee. If you think there is nothing that can be done to lower your taxes as a W2 employee you are wrong. Eli and Paulina have some advanced strategies that are legal and ethical. Who knew you could do positive things for the environment and save money on taxes? The fact of the matter is, the incentives are there because Uncle Sam wants you to participate in them, but most people can’t because too many large income earners don’t pay enough in taxes. These are people in business and real estate (classes of people the government already gives incentives to). You can get incentives too for investing in various arenas, but you have to be connected and in the know. Eli and Paulina can do this for you. Do your own vetting, but I am finding that the connections they have given have already extensively gone through this process. Even if I didn’t enact the more advanced strategies, the small business tips for my wife would have paid SmartCloud’s fee a few times over in year one. And if you don’t like what they offer, they will refund your consulting fee. Yes, there are scams out there, but SmartCloud is not one of them. You will be leveraging experienced professionals to save you money and increase your bottom line. Eli will put his name on your tax return with these strategies and they have been nothing but supportive of the many questions anyone would have been doing their due diligence in this process. You build businesses with honesty and reputation, and SmartCloud is doing just that. In short, do you want to be like everyone else, or do you want an edge that allows you to build generational wealth for your family or just more discretionary income? Eli and Paulina can help get you there, and I have been very impressed with their product and service. They have put the work into creating a sound business model in a market that needs it (physicians), and its up to you to take a small leap of faith and let them help you too.