PROVIDENCE
Tax Planning
We've flipped the script on tax advisory for Investors, Real Estate Owners, and Closely Held Businesses
SPECIALTY
AREAS
Tax Planning
We are VERY DIFFERENT from your ordinary CPA. We start with a plan, we bring you ideas, we measure the savings. Set an appointment to find out what this all means for you.
Fund Accounting
We understand the intricacies of fund accounting: allocations, waterfalls, management fees, and incentive payments. We can also prepare investor communications.
CFO Services
If you are missing the insight a strategic CFO can provide, we can help you chart and maintain a better course. We have experience growing companies and investment holdings.
1031 Exchange
Section 1031 exchanges require advance planning. If you have investment partners this is especially true. Discuss your options with us today.
Mergers & Acquisitions
Every day in the US, a small business owner fails to maximize the cash and minimize the tax impact of a busines sale or combination. Don't let that be you.
Multistate Tax Planning
Moving to a tax free state? Have holdings across multiple states? These issues require in-depth strategic planning to make your situation work for you.
OUR FIRM
PROVIDENCE is a private tax and accounting advisory service for closely held real estate owners, investment funds and business owners. New clients are accepted on an invitation-only basis.
WE ARE UNMISTAKABLY DIFFERENT
We follow our trademarked nine-step planning process with all of our clients. We start by gaining an understanding of your holdings and projecting out your cash flow and tax posture. Once we have a clear picture, we begin to provide tax planning strategies and model the results. After we jointly come up with a plan, we are there with you every step of the way to monitor the plan and revise the projections.
Only then do we prepare your tax returns. If this sounds different to you, let's connect.
We work on a monthly fee basis to provide wholistic services. That is, we don't charge per page of your tax return. Get in touch with us and see what we can do for you.
All tax opinions are provided by our legal partner, Privati Law Firm.
Begin With the End in Mind
- Providence
CONTACT
PROVIDENCE
Please fill in the following contact form to find out if you are a fit:
BACK TO TOP