Serving Clients in All U.S. States

We have a CPA in every single US state and in Puerto Rico. Our CPAs have worked at the IRS, major firms like Ernst & Young, and even contract with the government. We know how to save you money in ways Turbotax and H&R block don’t. Our CPAs can also help you navigate audits and penalties.

Serving Clients in All U.S. States

We have a CPA in every single US state and in Puerto Rico. Our CPAs have worked at the IRS, major firms like Ernst & Young, and even contract with the government. We know how to save you money in ways Turbotax and H&R block don’t. Our CPAs can also help you navigate audits and penalties.

Industries We Work With

Artificial intelligence companies, PCB manufacturers, community organizations, mobile markets, environmental research groups, woodworking shops, farms, vineyards, houses of worship, independent artists, and more.

Industries We Work With

Artificial intelligence companies, PCB manufacturers, community organizations, mobile markets, environmental research groups, woodworking shops, farms, vineyards, houses of worship, independent artists, and more.

Nonprofits We Have Helped

Mobile markets, clubhouses, environmental research organizations, churches, temples, synagogues, animal rescue centers, and arts & cultural organizations.

Nonprofits We Have Helped

Mobile markets, clubhouses, environmental research organizations, churches, temples, synagogues, animal rescue centers, and arts & cultural organizations.

OUR SERVICES LIST

Domestic Tax Preparation

Individual income tax preparation and filing (Form 1040, Schedules A-F, SE, 1-3 and additional forms, e.g., 4562, 8995/8995-A), business tax preparation (partnerships, S-corporations, C-corporations), nonprofit tax filings (Form 990, 990-EZ, 990-N), multi-state tax filings, state income tax returns (individual and business), sales/use, payroll and withholding filings, local and municipal business tax filings, and amended tax returns

Domestic Tax Preparation

Individual income tax preparation and filing (Form 1040, Schedules A-F, SE, 1-3 and additional forms, e.g., 4562, 8995/8995-A), business tax preparation (partnerships, S-corporations, C-corporations), nonprofit tax filings (Form 990, 990-EZ, 990-N), multi-state tax filings, state income tax returns (individual and business), sales/use, payroll and withholding filings, local and municipal business tax filings, and amended tax returns

Bookkeeping

Categorizing transactions; general ledger; accounts payable; accounts receivable; bank and credit card reconciliations; managing invoices, receipts, and supporting documents; processing payroll; tracking inventory; tracking fixed assets; calculating depreciation and amortization; posting journal entries; preparing P&L statements, balance sheets, and cash flow statements; tracking sales tax; preparing 1099s

Bookkeeping

Categorizing transactions; general ledger; accounts payable; accounts receivable; bank and credit card reconciliations; managing invoices, receipts, and supporting documents; processing payroll; tracking inventory; tracking fixed assets; calculating depreciation and amortization; posting journal entries; preparing P&L statements, balance sheets, and cash flow statements; tracking sales tax; preparing 1099s

Virtual CFO Services

Financial strategy; board and investor reporting; FP&A; cash flow management; vendor and lender relationships; risk identification, mitigation, and compliance; fundraising and capital planning; operational support and process improvement; M&A support; treasury management 

Virtual CFO Services

Financial strategy; board and investor reporting; FP&A; cash flow management; vendor and lender relationships; risk identification, mitigation, and compliance; fundraising and capital planning; operational support and process improvement; M&A support; treasury management 

Financial Planning

401(k) and IRA planning; estate planning; trust strategy; FAFSA and education savings; net worth analysis; debt management; life event financial planning

Financial Planning

401(k) and IRA planning; estate planning; trust strategy; FAFSA and education savings; net worth analysis; debt management; life event financial planning

Business Intelligence

Data integration (ERP/CRM/accounting systems); ETL/ELT pipeline development; data warehousing (Snowflake/BigQuery/Redshift); data cleansing and normalization; KPI design and tracking; dashboard development (Power BI/Tableau/Looker); financial and operational reporting; variance analysis (actual vs. budget/forecast); trend analysis; forecasting models; data governance and access controls; API integrations; ad hoc analytics

Business Intelligence

Data integration (ERP/CRM/accounting systems); ETL/ELT pipeline development; data warehousing (Snowflake/BigQuery/Redshift); data cleansing and normalization; KPI design and tracking; dashboard development (Power BI/Tableau/Looker); financial and operational reporting; variance analysis (actual vs. budget/forecast); trend analysis; forecasting models; data governance and access controls; API integrations; ad hoc analytics

Grant Writing

Grant research and proposal writing; federal contracts and grant applications for labs/research; business and individual grants; program design; budget creation and justifications

Grant Writing

Grant research and proposal writing; federal contracts and grant applications for labs/research; business and individual grants; program design; budget creation and justifications

International Tax Compliance

Global tax strategy, cross-border entity structuring, expatriate/inpatriate tax matters, FBAR, FATCA reporting, transfer pricing strategies, foreign tax credit planning, M&A tax, and VAT/GST compliance

International Tax Compliance

Global tax strategy, cross-border entity structuring, expatriate/inpatriate tax matters, FBAR, FATCA reporting, transfer pricing strategies, foreign tax credit planning, M&A tax, and VAT/GST compliance

Administrative Assistance

Creating, editing, and formatting documents, reports, powerpoints, graphic design, coordinating meetings and appointments, organizing files and emails, data entry, event planning, vendor liaison, managing projects and deadlines

Administrative Assistance

Creating, editing, and formatting documents, reports, powerpoints, graphic design, coordinating meetings and appointments, organizing files and emails, data entry, event planning, vendor liaison, managing projects and deadlines

Board and Executive Advisory

Designing board governance structures, developing charters and governance policies, committee structure design, board skills matrix development, CEO advisory, market expansion strategies, mergers/acquisitions strategy, risk strategies, and regulatory compliance

Board and Executive Advisory

Designing board governance structures, developing charters and governance policies, committee structure design, board skills matrix development, CEO advisory, market expansion strategies, mergers/acquisitions strategy, risk strategies, and regulatory compliance

SCHEDULE YOUR FREE CONSULT

Let’s discuss how we can optimize your financial situation. Contact us now for a list of references!

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People Highlights

We partner and work with CPAs and attorneys in every U.S. State. Below are the founding architects and senior partners who helped shape our firm.

Priya Atiyolil
CEO

  • • MS/MS in Financial Mathematics and Electrical & Computer Engineering, Johns Hopkins University

  • • Former Vice Chair, Town of Warren Finance Committee

  • • 8+ years of experience spanning bookkeeping, budgeting, financial analysis, grant writing, and manager- to executive-level business operations

  • • Experience as a Finance Director, Executive/Co-Executive Director, and Virtual CFO

  • • Co-Founder, King of Spades Oil and Gas (Miami, Florida)

  • • Investment experience in precious metals (gold, silver), gemstones, public equities, and U.S.- and India-based real estate

Theodore Gotthelf
CFO

• Master of Accounting, University of North Carolina at Chapel Hill

  • • BBA in Finance & International Business, Jacksonville University; GPA: 4.0; Top 25 Academic Honors List

  • • Senior Vice President, Phi Kappa Phi Chapter, Davis College of Business
    • Treasurer, Honors Program
    • Ambassador, Davis College of Business

  • • Former Financial Planning & Analysis (FP&A) Analyst, Dun & Bradstreet
    • Approximately four years of experience, including internship tenure

  • • Currently pursuing CPA licensure

Sumit Gupta
CTO

• BE Computer Engineering, University of Mumbai, First Class

• Class Topper, Standards I-X

• Experience in the Pharmaceutical Industry, Agricultural and Rural Development Banks, and Nonprofit Organizations

Katy Blalock, CPA
Accountant

  • • 35+ years of experience

  • • BS in Accounting, Boston College
    Ranked 9th of 653 students

  • • Former Senior Auditor, Ernst & Young

  • • Former Financial Analyst, The Coca-Cola Company

  • • Former Assistant Controller, McDonald’s Corporation

  • • President, Golden Growth Marketing Services

  • • QuickBooks Certified ProAdvisor

Ethan Willse, CPA
Accountant

• BS in Accounting, Iowa State University

  • • Former Staff Accountant and Treasury Associate II, Marsh McLennan

  • • Senior Accountant, Pathward

  • • QuickBooks Certified ProAdvisor

Raj Agarwal, CPA, CA
Accountant

  • • A Certified Public Accountant in the United States and a Chartered Accountant in India

  • • 16+ years of accounting, taxation, and budgeting experience

Justin Kratzmeyer
Tax Preparer

  • • 16 years of experience

    • Former Manager at Jackson Hewitt Tax Service Inc.

  • • Previous experience as a marketing manager, office manager, and franchise manager

VISIT US

IN-PERSON AND REMOTE SERVICES

Original location

1500 N Main St, Palmer, MA 01069
Western Mass locals: we still operate at this location! Please call to schedule a meeting. We offer same-day appointments.
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Boston location

867 Boylston St, Boston, MA 02116
Boston locals: please call one day in advance to set up an in-person meeting.
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Miami location

777 Brickell Ave, Miami, FL 33131
Miami locals: please call to schedule a meeting. We also offer virtual services by phone or zoom.
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Dallas location (coming soon!)

3838 Oak Lawn Ave, Dallas, TX 75219
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GET IN TOUCH

LET'S TALK NUMBERS

Have questions or need financial guidance? Reach out to us today!

Phone: (774) 397-3606
Office Hours: Mon-Fri, 9 AM - 6 PM