Finanwise CPA’s Inc.

Your Trusted Advisors

Tax planning and preparation

U.S. federal, state & local tax services

Business consulting

Estate and gift planning and wealth transfer strategies

 

 

                 How we Help 24 7 365 icons


icon flareLargeBgWe take a proactive vs. reactive approach to tax services. Tax laws are complex and ever-changing and we stay current on new tax laws and their implications for your businesses and personal finance. With broad industry knowledge, we help our clients navigate this changing landscape throughout the year. Our clients include many successful high net worth individuals and businesses crossing different industries from bio-technology, life science to real estate, manufacturing, wholesale and hospitality etc.

 

We help with the following:

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Tax planning

Planning is the key in our approach to serving our clients.

IRS and FTB

We have extensive experience working with our clients.

International tax

We are specialized in this area & developed a professional network.

Consulting

All the way to exploring exit strategies if that is desired.

Accounting

To ensure accurate accounting records are always available.

Wealth transfer

We work with our clients to design a long-term estate and gift plan.