Our Services
As a CPA-led firm with a decade of tax experience, we have the confidence and competence to help you execute on your business and personal finance plans.
Tax Preparation
Basic tax return preparation of current filings or prior-year backlogs. We have the expertise to ensure accurate and timely compliance of all types of tax filings. We use tax preparation as a launch point for tax planning throughout the year.
Tax Planning
Tax planning tailored to your business or personal financial goals. We guide our clients through the rationale behind each planning opportunity, and we always check-in to ensure that the steps are executed properly.
Other Tax Services
Looking at forming, buying or selling a business or partnership? We provide other high-value services such as M&A consulting, due diligence, and legal entity structuring.
About Us
Led by a CPA with a decade of experience in advising clients at top 20 and Big 4 accounting firms, Citrine Tax Advisors has the expertise you need to build the business you envision, or take your personal finances to the next level. We believe the qualities that make a great tax advisor are diligence and confidence, qualities that we have perfected over the last 10 years.
Contact
Give us a call or shoot us an email. We guarantee a 24-hour turnaround time.
(678) 559-0107
Virtual, serving clients around the US
