Accountant

    Integrated CPA

    Accountant

    Year round proactive help and support during all life events and how they would impact your taxes

    California, New York8 years in business

    About Integrated

    We are a one stop white glove company working with clients year round to reduce the stress and uncertainty around accounting and taxes. Businesses will have financial statements with actionable recommendations for business operations. taxes will be completely timely with recommendations to pay less. For individuals we help answer questions and plan for life events so that taxes aren't a burden or an unknown. We work very extensively within the VC, Startup, HNW and UHNW community. We do a lot of tax planning and tax strategies. We do a lot of planning around ISOs, NSOs, RSUs, 83(b), QSBS. We look at tax planning not just for savings today but also into the future. We also work with a large number of professionals like doctors, lawyers, finance individuals. We also work with a lot of Web3 / Crypto clients for both individual and businesses.

    Services offered

    BookkeepingFinancial Advice & CoachingMergers and AcquisitionsTax Preparation

    Industries served

    Financial ServicesConsultingLogistics