Selected Work

Our Portfolio

A showcase of client engagements and the measurable results we delivered. Every project is unique — bespoke strategy, real outcomes.

$2M+

Tax Savings Delivered

500+

Clients Served

98%

Retention Rate

Industry Awards

Case Studies

Client Success Stories

Real engagements. Real results. Here's how we've helped businesses across industries take control of their finances.

Tax Planning · Technology

Vantra — Optimizing a SaaS Company's Tax Strategy

End-to-end tax restructuring for a rapidly growing SaaS company. New entity architecture and R&D credit identification resulted in $180k in annual tax savings.

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Accounting · Restaurants

Artistic Pizza — Multi-Location Tax Overhaul

Restructured accounting and payroll for a 4-location restaurant group. Implemented automated bookkeeping, cleaned up 3 years of backlog, and secured $40k in missed deductions.

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Real Estate · Tax Planning

Novapulse Realty — Real Estate Portfolio Optimization

Designed a cost segregation and depreciation strategy for a 12-property real estate portfolio. Net tax deferral of $320k in year one through accelerated depreciation elections.

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Accounting · Compliance

Arclight — Scaling Financial Operations

Streamlined bookkeeping and compliance for a rapidly growing e-commerce company. Reduced month-end close time by 40% and eliminated recurring reconciliation errors.

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Tax Planning · Retail

Grain & Co — Multi-Entity Tax Restructuring

Comprehensive tax planning and restructuring for a multi-entity retail business operating across 5 states. First-year savings of over $500k through strategic entity elections.

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Advisory · Virtual CFO

Offshift — From Startup to Scale-Up

Provided virtual CFO leadership to guide a consumer tech startup through Series A funding — including financial modeling, due diligence support, and post-close integration.

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Client Reviews

What Our Clients Say

★★★★★

"They saved my restaurant over $40,000 last tax season. Their proactive approach and deep hospitality knowledge is unmatched. I will never go anywhere else."

Marcus R.

Owner, Artisan Pizza Group · New York, NY

★★★★★

"As a real estate investor with multiple LLCs, my taxes were a mess. FinTax untangled everything, restructured my entities, and the savings were immediate. Truly exceptional."

Priya S.

Real Estate Investor · New Jersey

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