Why choose Pettibone CPA Advisory?
We offer numerous services and support to a wide range of clients and stakeholders!
Consulting
Pettibone CPA Advisory offers consulting services to individuals and businesses for tax strategy, operations management, competitive analysis, and consensus building - commitment around corrective action! Simply speaking, we solve problems and find solutions!
Compliance
Pettibone CPA Advisory offers compliance services for businesses and individuals. Our services ensure regulatory compliance while operating and growing the businesses. As tax rules constantly change, becoming more complex and demanding, we pledge to ensure our clients remain compliant while simultaneously driving value-driven growth with sustainability.
Businesses
Pettibone CPA Advisory supports businesses to optimize their value, support growth, and build wealth. Our firm acts as trusted advocate to solution-finders. Tax, accounting, consulting, and compliance services offered to businesses, U.S. International [Foreign] business tax filers. A Concierge CPA service available to these who prefer custom-tailored, essential service approach.
Individuals
Pettibone CPA Advisory collaborates with individuals to manage tax, deliver value-driven strategies, manage wealth and compliance concerns.
For those who prefer custom-tailored, individually essential service approach, we offer Concierge CPA services!
Virtual Currency | Digital Assets, Whether Investing In or Not...
Whether to invest in Digital Assets | Virtual Currency or not – Strongly depends on the category of your risk tolerance. Since Virtual Currency prices depend on a variety of factors from investor sentiment around the currency and economic | regulatory conditions, it is essential to seek advice from a skilled professional for your Digital Assets | Virtual Currency reporting and compliance needs.
Certified by the American Institute of Certified Public Accountants, [AICPA-CIMA], Keren brings a wealth of knowledge, expertise, and care to every transaction.
Today, all individual taxpayers filing Forms 1040 and 1040-SR must state whether they received digital assets as a payment for property or services, a reward, or disposition of digital assets held as a capital asset in a form of sale, transfer, or exchange. Our Digital Assets filing clients receive diligent support to meet their reporting and compliance needs.
Our firm will provide the support crucial for individuals, businesses, and institutions looking to participate in the growing ecosystem of virtual currency and blockchain-based assets providing access to new investment opportunities and financial services.
Whether to invest in Digital Assets | Virtual Currency or not… depends on the category of your risk tolerance!
Since Virtual Currency prices depend on a variety of factors from investor sentiment around the currency and economic | regulatory conditions, it is essential to seek advice from a skilled professional for your Digital Assets | Virtual Currency reporting and compliance needs.
Today, all individual taxpayers filing 2022 tax year Forms 1040 and 1040-SR must state whether they received digital assets as a payment for property or services, a reward, or disposition of digital assets held as a capital asset in a form of sale, transfer, or exchange.
Our Digital Assets filing clients receive diligent support to meet the reporting and compliance needs.
International [Foreign] Tax Filing and Compliance
To navigate highly complex world of International Taxation [Foreign Taxation], it is incomparable to work with a professional who can support you and your business to identify international tax issues and provide appropriate solutions to the needs.
Certified by American Institute of Certified Public Accountants, [AICPA-CIMA], Keren brings wealth of knowledge, expertise, and care to every transaction in hand.
Have a need for an International [Foreign] tax filing / compliance requirements? Keren has mastered the essential concepts and principles to support clients’ needs, applying the knowledge of complex topics in very practical manner to resolve the issue at hand in the real world we are in!
What is a Concierge CPA?
A personalized approach
Enjoy personalized accounting and tax services traditionally reserved for the ultra-wealthy. Craft your financial legacy today.
Concierge CPA Services refer to personalized and high-touch tax and financial services tailored to meet the specific needs of individual client or business.
Today, clients expect more from their CPAs. They benefit from closer working relationships having immediate access as needed with their CPAs. The world for CPAs and their clients is rapidly evolving due to several key factors: Technological Advancements; Regulatory Changes; Client Expectations; Diversification of Services; Globalization; Cybersecurity Concerns… In this rapidly changing landscape, it is imperative for clients to work with a well-positioned CPA as Keren Pettibone to receive value-added services and maintain strong client relationship in the constant evolving world of finance and taxation.
Enhanced access! Enhanced service! Enhanced value! A simple definition of a win-win!
Our Concierge CPA Services caters to clients who value personalized attention, proactive financial advice, and collaborative relationship with their CPA. This is a model that emphasizes client satisfaction, trust, and long-term financial success!
Our Concierge CPA clients receive monthly / quarterly financial statements, tax audit protection, one-on-one face time, 24-hour access and additional as-requested custom-tailored services.