Services
Boutique Tax & Financial Services for Individuals, Businesses, and Professional Firms
From personal filings to strategic CFO oversight, Avari delivers clarity, compliance, and growth—tailored to your needs and built for transformation.
Individual & Family Services
Empowering Individuals with Clarity and Confidence
Tax Preparation & Filing
Accurate, proactive filings for individuals, families, and expatriates—minimizing liability and ensuring compliance.
Estate & Legacy Planning
Tiered estate strategies, retirement planning, and wealth preservation designed to outperform traditional software.
IRS Representation & Resolution
Trusted advocacy for audits, collections, appeals, and debt negotiation—delivered with empathy and precision.
International & Expat Tax Services
Specialized filings for foreign income, FBAR/FATCA, foreign trusts, and cross-border compliance.
CPA & Bookkeeping Firm Solutions
Advanced Support for CPA Firms, Bookkeepers & Financial Professionals
Scalable solutions designed to elevate your practice, prevent errors, and deliver client-ready clarity.
Multi-Entity Accounting & Real-Time Reporting
Custom Excel automation, consolidated reporting, and reconciliation tools for complex client structures.
Workflow Optimization & Compliance Tools
Document management, audit prep, and ASC 740 support tailored to your firm’s needs.
Specialized Tax Services for CPAs & Attorneys
Multi-jurisdictional filings, audit defense, and strategic tax planning for high-stakes client scenarios.
Partner-Facing Onboarding & Checklists
Branded guides, error-proof documentation flows, and strategic onboarding materials to empower your team.
Strategic Advisory for Trust & Estate Counsel
Financial planning, tax strategy, and compliance support for attorneys managing complex estates.
Business Services
Strategic Tax & Financial Leadership for Growing Businesses
Bookkeeping & Accounting
Clean, reconciled records with fraud prevention and scalable workflows—ideal for growth, funding, and audits.
Tax Compliance & Planning
Federal, state, and local filings with long-term strategy—covering nexus, apportionment, and SALT optimization.
Fractional CFO Services (AvCFO)
Executive oversight, ASC 740 compliance, forecasting, and board-ready reporting—without full-time overhead.
Financial Modeling & Analysis
Scenario planning, budgeting, and performance tracking to support strategic decisions and investor confidence.
Payroll & Financial Systems
End-to-end setup and support for QuickBooks, payroll, and internal controls—built for efficiency and accuracy.
Advanced & Custom Solutions
Complex Challenges, Boutique Solutions
Financial Clean-Up & Catch-Up Services
Prior period reconciliation, fraud detection, and cleanup for businesses in transition.
M&A, Exit Strategy & Valuation Support
Advisory for acquisitions, divestitures, and succession planning—backed by financial clarity and strategic insight.
International Entity Compliance
Filing and reporting for foreign-owned U.S. entities, partnerships, corporations, and trusts.
Take Control of Your Finances with Expert Support
Explore how our services simplify your financial journey.
Tax Preparation & Filing
Accurate, efficient, and proactive. We handle individual and business filings with precision, ensuring compliance while identifying opportunities for optimization. Whether you’re filing a simple return or managing complex multi-year scenarios, we bring clarity and confidence to every form.
Tiered Fractional CFO Services
Oversight meets strategy. Our CFO services provide the perfect blend of financial leadership, ASC 740 compliance, and scalable systems—ideal for growing firms that need executive insight without full-time overhead.
Federal & State Tax Compliance
Full-spectrum support for federal, state, and local compliance. We manage filings, deadlines, and documentation with precision—ensuring your business stays ahead of regulatory changes and avoids costly penalties.
IRS Representation
Trusted advocacy when it matters most. We represent individuals and businesses before the IRS with clarity, confidence, and deep expertise—resolving audits, notices, and negotiations with precision and care.
Bookkeeping & Accounting Services
Reliable, reconciled, and ready for growth. Our bookkeeping systems are designed for accuracy and scalability, with custom workflows that prevent errors and support clean financials—whether you’re preparing for funding, audits, or expansion.
Corporate & Executive Advisory
Strategic guidance for founders, executives, and decision-makers. We offer high-level consultations that blend financial insight with operational clarity, helping you make informed decisions that drive impact.
Individual & Estate Tax Planning
From annual planning to legacy strategy, we help individuals protect wealth, minimize tax exposure, and plan for the future. Our estate tax advising integrates seamlessly with your financial goals, offering tiered solutions that outperform traditional software.
Multi-State & SALT Strategy
Navigate complexity with confidence. We specialize in multi-jurisdictional tax strategy, helping businesses manage nexus, apportionment, and SALT compliance across state lines—without the guesswork.
Advanced Tax and Financial Solutions
For clients facing complex challenges, we offer elite technical support: Excel automation, intricate bank reconciliations, prior period cleanup, analytics, and tax strategy execution. These solutions are built for transformation, not just resolution.
Tailored Tax Strategies for Your Success
Take control of your finances today with our expert guidance and personalized solutions.