CPA Advisory & Business Consultants, LLC

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