Cultivate CPA PC Reviews 2

TrustScore 4 out of 5

3.8

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Company details

  1. Accounting Firm
  2. Business Management Consultant
  3. Financial Consultant
  4. Tax Advisor
  5. Tax Consultant
  6. Tax Preparation Service

Written by the company

CPA - CFO - TAX - STRATEGY Build Value. Increase Profits. Save on Taxes. Build Your Wealth. We help you Cultivate abundance in your business and build your wealth through innovative CFO Consulting, Strategic Growth Advising, and CPA Tax Planning & Tax Preparation services. In short, we help you Make More Money and Keep More of What You Make! ARE YOU STRUGGLING WITH: - Reactive, Gut-Driven, Poorly Informed Decisions - Increasing Revenue & Profitability - Building a Team that Engages your Business Goals - Paying too much in Taxes - Pricing Products and Services - Managing Cash Flow - Paying Too Much in Taxes - Retaining Key Employees - Selling Your Business for Max Value CFO CONSULTING SERVICES focus on developing consistent, positive cashflow and maximizing the profitability of your business. - Understanding the Owner's Vision, Goals, and Challenges - Conducting a Business Evaluation - Preparing an Initial Business Valuation - Building the 1 Year Business Game Plan - Aligning the 1 Year Business Forecast & Budget - 1 Year Meeting Cadence - Creative Executive Strategy Sessions to Set the Long-Term Vision and Goals STRATEGIC GROWTH ADVISING services focus on a 1-year business gameplan to chart a path to doubling the value of your business. - Owner Objectives - Business Model Design - Maximize and Protecting Business Value - Exit Planning - Value Drivers - Personal Wealth & Estate Planning TAX PLANNING & TAX PREPARATION services focus on reducing one of your largest expenses in taxes through positioning your wealth, investments, and business to save on taxes. - Deduction Review & Strategy Planning - Legal Entity Optimization - Retirement Options - Insurance Review - TCJA, FFCRA, CARES, ARP COVID Relief Bill Review - IRS & Court Cas References to Support Positions - Core Strategy Implementation - Tax Preparation - Quarterly Estimated Payments, Tax Plan Review Transform your finances to make your dreams a reality


Contact info

3.8

Great

TrustScore 4 out of 5

2 reviews

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Rated 5 out of 5 stars

A Great Organization


Cultivate CPA was introduced to us by a trusted business associate. At that time, we had an issue with the IRS and possibly losing our nonprofit status as we were behind in our tax filings by three years. We felt lost and didn’t know how to proceed.
Cultivate CPA helped us to get organized to file our taxes for those years bringing us into compliance with the IRS as well as keeping our nonprofit status active!
Since that time, we have consulted with Mark and Andy over various tax and accounting issues.
We highly recommend them!

4 January 2024
Unprompted review
Cultivate CPA PC logo

Reply from Cultivate CPA PC

Thanks so much for your review, Jo. Very glad we could support you in keeping the non-profit active and out of trouble with the IRS. We look forward to continuing to support you so you can make a big impact with your organization!

Rated 5 out of 5 stars

Mark is extremely knowledgeable and…

Mark is extremely knowledgeable and thorough, and most importantly gets the job done on time. Highly recommended.

2 November 2024
Unprompted review
Cultivate CPA PC logo

Reply from Cultivate CPA PC

Thanks Lauren! It was a pleasure working with you to help you resolve your Expat International Tax situation.

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