Accounting & Tax Services
At FAIntellics CPA Advisory, P.C., we blend rigorous CPA standards with deep industry expertise, whether you’re a medical practice navigating multi-state tax filings, a law firm managing trust accounting, a real-estate brokerage handling project-cost reporting, or a SaaS startup capturing R&D credits. We help you stay compliant, optimize tax positions, and turn complex financial data into clear, audit-ready statements. From IOLTA/trust account management and revenue-cycle optimization to deferred-revenue modeling and cost-basis analysis, our team delivers proactive guidance and technology-driven efficiency at every step.
Accounting & Bookkeeping
We automate and reconcile your critical financial processes—whether it’s practice revenue cycles and trust-account billing, project-costing and escrow tracking, or subscription and R&D revenue—deliver full-cycle bookkeeping with intuitive, real-time dashboards, and serve as your fractional CFO by providing dynamic cash-flow forecasts, KPI, and board-ready reporting, and equity-compensation strategy.
Audit & Assurance
FAIntellics delivers comprehensive GAAP- and IFRS-compliant financial-statement audits, SOC 1 and SOC 2 internal-control attestations, trust-account and escrow audits, and industry-tailored assurance services. Powered by AI-enhanced analytics, we streamline your testing procedures, accelerate audit cycles, and surface anomalies across every ledger—whether it’s subscription revenue, job-cost accounting, or IOLTA compliance—so you can close with confidence and meet stakeholder expectations.
Tax Compliance & Planning
Our Tax Compliance & Planning services are customized for medical practices, law firms, real-estate brokerages, and SaaS/tech startups, handling all federal, state, and local filings while optimizing your tax position and capturing every available incentive. We manage physician-group structuring and multi-state filings; IOLTA trust-account reporting and partner-draw analyses; property-tax optimization, development credits, and escrow/origination-fee treatments; and R&D-credit maximization, subscription-tax nexus, and digital-service compliance. From extension filings and IRS/state notice responses to cross-border structuring, we ensure you stay compliant and tax-efficient across every aspect of your business.