Finance, Tax & Accounting

Financial guidance that keeps your business compliant and capitalized.

From international tax positions to day-to-day bookkeeping, our credentialed advisors help businesses of every size stay ahead of obligations and make confident financial decisions.

Service Areas

A full-spectrum financial practice.

Our team blends tax specialization, accounting discipline, and finance strategy into one coordinated engagement — so nothing falls between the cracks.

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01 · TAXES & ADVISORY

Comprehensive tax planning and compliance

Domestic and international tax strategy for businesses and individuals, built to minimize liability while staying fully compliant.

  • International tax: Foreign Tax Credit, CFC filings, PFIC determinations, FDII
  • State taxes: nexus studies and income apportionment
  • Business structure planning and S-Corp / C-Corp preparation
  • Consolidated return filing and long-range tax planning
02 · ACCOUNTING

Accounting managed with integrity

Reliable, day-to-day financial operations so you always know where your business stands.

  • Bank reconciliations and accounts payable/receivable
  • Invoicing and payroll processing
  • Financial statement preparation
03 · FINANCE

Strategic financial advisory

Advisory focused on strengthening your financial position and informing key decisions.

  • Financial planning and company research
  • Investment recommendations and portfolio design
  • Economic trend analysis
04 · BUSINESS COMPLIANCE

Entity formation and ongoing compliance

Get set up correctly from day one, and stay current with state requirements every year after.

  • Incorporation, LLC formation, and DBA registration
  • Nonprofit formation services
  • Annual state compliance filings
Credentials

Advised by certified professionals.

Our finance and tax practice is led by professionals holding some of the industry's most rigorous credentials.

CFA
Chartered Financial Analyst
CPA
Certified Public Accountant
FRM
Financial Risk Manager (GARP)
EA
Enrolled Agent (IRS)

Our advisors hold an MBA in Finance and an MS in Accounting from leading institutions.

Let's discuss your finance & tax needs.

Reach out for a confidential consultation — we typically respond within one business day.

Email contact@adrokk.com