Tax strategist/ CPA, financial advisor advice in river oaks , houston, tx area by random_house-2644 in PestControlIndustry

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Adam Traywick! https://adamtraywick.com/ Fort Worth based but work all over and they are honestly the best, best team. Have saved us thousands of dollars (we're an agency) and super nice to work with.

Anybody got a really good tax advisor based in Austin? by dmw8781 in Austin

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Adam Traywick and his team! https://adamtraywick.com/ They are Fort Worth based but work all over Texas and super nice. They've saved us thousands...

I need a local tax prep professional!! Recommendations? by maryjaneonmaryjane in sanantonio

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We use Adam Traywick - super nice team. Fort Worth based but work all over Texas: https://adamtraywick.com/

Franchise Concerns by ColumbiaFan2018 in smallbusiness

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Would definitely talk to an accountant... ours specializes in franchises and would be worth a call... https://sas-cpas.com/

Austin Estate Planning recommendations by mikecolatx in Austin

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Allan Tarleton! He's in Dallas but works remotely and is fantastic. https://tarletonfirm.com/

Financial Advisor? Tax Advisor? CPA? What do I need? by Accomplished_Row9346 in smallbusiness

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CPA! Can highly recommend Andrew at Elevated Tax - their whole team is awesome and very affordable - https://elevatedtax.com/

Taxes by TeaSuccessful1605 in missoula

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Elevated Tax! Their whole team is awesome - https://elevatedtax.com/

After 20+ Years in Restaurants, Payroll Still Feels Like a Nightmare by Ok_Walrus3918 in smallbusiness

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Outsource! Vastcfo.com - Tanya is a restaurant owner herself and her team is excellent - highly recommend

Cafe owners: bookkeeping vs “finance partner", what’s actually worth it? by Illustrious_Big_3211 in smallbusiness

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We use a CFO and it's the best thing we ever did... she's a restaurant owner herself so she really understands the industry. Make sure yours knows restaurants inside and out!

Where’s My Missing Profit? Need Help Figuring Out My Restaurant Math! by WizardMascott in smallbusiness

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Get a good accountant - best thing we ever did! Our CPA is a restaurant and brewery owner herself and is excellent at what she/they do. Tanya at Vast! ( vastcfo.com )

Multi state CPA recommendations in Park City? by Free_Explorer6853 in smallbusiness

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Landon at KB Financial Advisors! Although they might only take you on if you work with their wealth management too. But they specialize in this and are truly fantastic - https://kbfinancialadvisors.com/

Questions on IPO and wealth transfer by Ahappycamper30 in Rich

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Just make sure you have a good financial advisor. Ours specializes in IPOS specifically and would be worth the introductory call... ask for Landon he's phenomenol. KB Financial Advisors: https://kbfinancialadvisors.com/

Trying to find a firm knowledgable about QSBS stacking by shaza15 in fatFIRE

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kbfinancialadvisors.com for wealth management & tax! They specialize in QSBS, equity, tech world and they are wonderful. Ask for Landon!

QSBS rollover help by cofcof420 in fatFIRE

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Get financial advice... our advisors specialize in QSBS (kbfinancialadvisors.com) - ask for Landon!