CPA Advisory & Business Consultants, LLC

Working from Orlando, the firm trades as CPA Advisors USA and takes on owners whose affairs call for planning and structure, not only a yearly filing. Its own material describes the work as advanced tax strategy, attestation and entity structuring, and it sets out its service in three connected parts.

Tax strategy and entity structuring from Orlando

Year-round tax strategy

The firm describes tax strategy as a year-round process rather than a once-a-year return. Its advisers look for steps that can be taken before the year closes to reduce tax exposure, and they review tax elections and the financial reporting a client needs. The firm says the work is built for owners and families with tax, reporting, entity and asset complexity, and that it helps clients make more informed financial decisions throughout the year.

Attestation and assurance

Attestation work covers financial statement audits, reviews, compilations and agreed-upon procedures. The firm says these engagements are independent, and that they are used when lenders, investors or compliance requirements call for a report on financial statements. The scope can also reach internal control and the particular reporting that investors ask for.

Entity structuring and trusts

Entity structuring includes LLCs, S-corporations and C-corporations, holding company design and management agreements. Where a family's wealth is held through trusts, the firm coordinates those trusts with the business entities. The site says the firm helps evaluate entity structures, tax elections, financial reporting needs and asset exposure before recommending a path.

Asset preservation and separation

Asset preservation means separating real estate from operating businesses and planning around risk. The firm describes this as a risk-aware approach to protecting what owners have built, and it is aimed at families and investors who hold several entities at once.

Who it works with and how clients join

Clients are owners, high earners, investors and complex families with several companies, trusts and properties to look after. New clients apply and are reviewed before an engagement is agreed on. The team works in English and Spanish, and it says its people have more than 20 years of combined experience among them.

CPA Advisory & Business Consultants, LLC trades as CPA Advisors USA and works with business owners whose tax and reporting affairs go beyond a simple annual return. The Orlando practice concentrates on three areas: tax strategy, assurance work and the structuring of companies and assets.

Products and services

• Tax strategy: year-round planning and steps taken before year end to reduce tax exposure.
• Attestation services: audits and reviews of financial statements, compilations and agreed-upon procedures when lenders, investors or regulators need them.
• Entity structuring: reviewing and setting up LLC, S-Corp and C-Corp entities, holding companies and management agreements, with trust coordination.
• Asset preservation: separating real estate and operating entities and planning around risk.

Who it serves

The firm takes on business owners, high-income individuals, investors and families managing several entities, trusts and property. New clients go through an application and review before an engagement is scoped. Routine bookkeeping, payroll and basic tax returns are referred to a sister practice, Professional Accounting Group, LLC.

Key facts

• Based in: Orlando
• Trading name: CPA Advisors USA
• Languages: English and Spanish
• Experience: over 20 years combined across the team