Traditional Accounting

We are a tax-centric firm with tax planning as the foundation of our expertise. Our goal is to help our clients proactively manage their tax and liabilities, and stay compliant with tax authorities.

  • Bookkeeping

  • Income tax planning and consulting

  • Small business consulting

Traditional Accounting Services can be provided to our small business clients on a monthly retainer basis.

Industries experience

Specialized Accounting Services

Trust Tax Services

At Prinzo, we understand that the family members responsible for administering a loved one’s estate or trust can have an overwhelming job. Our firm is here to help with the administration process and file the necessary tax returns in a timely manner.

  • Trust & Estate Income Tax Preparation

  • Income Tax Planning

  • Advisory Services for Trustees

  • Irrevocable – Revocable – Charitable

Employee Stock Planning

Navigating the complexities of equity compensation can be overwhelming for employees. We can help you feel confident that your strategy is optimized to keep more cash in your pocket.

  • ISO’s (Incentive Stock Options)

  • RSU’s/RSA’s (Restricted Stock Units/Awards)

  • ESPP (Employee Stock Purchase Plans)

Fractional CFO Services

Many companies find themselves in need of CFO expertise but can’t justify the cost of hiring a full-time CFO. We can bring that expertise and you only pay for what you need.

  • Financial Reporting

  • Budgeting/Cash flow

  • Oversight of financial personnel

  • Succession Planning

Mergers & Aquisitions

We support entrepreneurs in evaluating and executing on opportunities to buy or sell a business. We know the process well and can collaborate with your other professionals to make sure you get the right results from your transaction.

  • Buy side services include support for due diligence, transaction structuring, financing, and tax consideration

  • Sell side services include support for pre-sale business planning, valuation, transaction structuring, and income tax planning

Get a personal consultation.

Our team will assess your information and contact you as soon as possible.