tax strategy

Abundantia Advisory is a CPA firm based in Memphis, Tennessee, providing all-inclusive fractional CFO and accounting services for female founders and minority-led businesses nationwide. Founded by Megan Munsell, a CPA with 20+ years of experience, the firm offers bookkeeping, accounting, tax preparation and strategy, CFO consulting, budgeting, and financial education, with transparent flat-rate monthly retainers.

bookkeepingBudgetingcash-flow forecastingfinancial analysisfinancial educationfractional CFO supportQuickBooks Online accountingtax preparation

Caplan Realty Group is a commercial and investment real estate brokerage in Miami, led by Broker and Owner Jenifer Caplan. The firm provides investment sales, leasing and acquisition work across Miami-Dade, Broward and Palm Beach, covering multifamily, office, retail, industrial, net lease, hospitality, land and luxury residential. Every engagement opens with a written opinion of value, with underwriting, tax strategy and deal structure done before listing.

acquisitiondeal structureinvestment saleslandlord and tenant representationleasingunderwriting

CCK Strategies is a public accounting and business advisory firm with offices in Tulsa, Oklahoma and Frisco, Texas. It provides integrated tax, accounting, audit, and business advisory services to clients in all 50 states and worldwide, with a team of more than 125 people.

audit and assurancebookkeepingbusiness valuationsCFO servicesclient advisory servicescontrollership servicescybersecurity assessmentHuman Resources consultingmergers and acquisitionspayroll processingstrategic technology services

Cents Savvy LLC is a fully online, Michigan-based financial services firm founded by Tiffany, a licensed CPA and former Big 4 auditor with over 20 years of experience. The firm helps individuals, business owners, 1099 earners, and high-income professionals resolve IRS back taxes, liens, and levies, rebuild credit, and develop tax strategy, serving clients nationwide.

CPA-led coachingcredit dispute and investigationcredit score rebuildingFinancial OptimizationIRS case representationIRS tax resolutionlive webinarstax planning

Fierce Financial Consulting provides strategic, client-first accounting services including accounting and bookkeeping, payroll management, tax preparation, and tax strategy. The firm is an Authorized E-File Provider for the Internal Revenue Service, staffed by licensed accounting professionals and certified QuickBooks ProAdvisors. Services also include bank and credit card reconciliations, business formation and entity structuring, and sales and use tax services.

accountingbank and credit card reconciliationsbookkeepingbusiness formation and entity structuringpayroll managementQuickBookssales and use tax return preparationtax preparation

Fortis Capital is a boutique wealth management firm that unites every dimension of a client's financial life through a single comprehensive wealth platform. It serves individuals, families, and business owners, combining experience across planning, investment, protection, and tax strategy. The firm emphasizes clarity, confidence, and commitment, and supports a network of independent partner practices.

cash flow & distribution planningestate & legacy planninginsurance & protection planninginvestment advisoryretirement planningwealth management