Bookkeeping Services

Reliable and precise bookkeeping services tailored to businesses of all sizes. We ensure accurate financial records, streamlined reporting, and compliance with industry standards. From managing accounts payable and receivable to reconciling transactions and generating insightful financial statements, our expert bookkeeping solutions provide the foundation for strong financial decision-making. With a focus on efficiency and integrity, we help businesses maintain clarity and control over their finances.

Specialized Tax Services for CPAs and Attorneys

At Avari Tax, we partner with CPA firms and law practices to deliver precision-driven tax and fiduciary solutions that enhance your client offerings and protect your reputation. Whether you’re navigating complex trust and estate filings or need reliable support for multi-jurisdictional tax compliance, our boutique approach ensures your firm gets the expertise it deserves—without the overhead.

Confidential, boutique-style service delivery
Let’s elevate your client experience—without expanding your payroll.

Strategic Tax Planning & Advising

Strategic tax planning and advisory services designed to optimize financial outcomes for businesses and individuals. Our expert-driven approach helps minimize tax liabilities, maximize savings, and ensure compliance with evolving regulations. From proactive tax strategy development to in-depth financial analysis, we provide tailored solutions that align with your long-term business and personal goals, empowering you to make informed decisions with confidence

Advanced Compliance Solutions for CPA Firms

We provide white-label and collaborative fiduciary tax services, including Form 1041 preparation, strategic planning, and technical advisory support. Our team integrates seamlessly with your workflow, allowing you to scale capacity during peak seasons or delegate specialized cases with confidence.
From S-Corp Conversions to ASC 740 Compliance, and other tax strategies, we help firms like yours navigate complex fiduciary scenarios with precision and clarity. Whether you’re managing trusts, supporting a 501(c) organization, large multi-entity, or multi-jurisdictional filings, Avari Tax delivers audit-ready results and responsive communication that meets your professional standards.

Tax Compliance Support

Ensure seamless tax compliance with expert guidance tailored to businesses of all sizes. From federal and state regulations to multi-jurisdictional requirements including income and SALT nexus determination, we help navigate complex tax obligations, mitigate risks, and maintain accuracy in reporting. Our proactive approach ensures adherence to evolving tax laws while optimizing efficiency and minimizing liabilities, giving your business the confidence to operate with compliance and financial integrity.

Strategic Tax Planning for Trust & Estate Counsel

Avari Tax provides discreet, high-level fiduciary tax services tailored for law firms handling trust and estate matters. We specialize in Form 1041 preparation, strategic planning, and technical advisory that align with probate timelines, court requirements, and client expectations.
Our team supports attorneys with Section 645 elections, 663(b) distribution planning, and multi-jurisdictional filings, including tribal and state-specific compliance. Whether you’re administering a complex trust, navigating estate settlement, or preparing for litigation, we deliver audit-ready documentation and responsive guidance that integrates seamlessly with your legal process.
Law firms rely on Avari for collaborative support that protects client confidentiality, enhances professional credibility, and ensures fiduciary filings are executed with precision. From high-net-worth estates to contested probate cases, we help legal teams stay ahead of deadlines and regulatory demands.