Looking for CPA Experienced with Acquisition Entrepreneurs (Cleanup + Structure)

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by a searcher from University of Arizona
in Scottsdale, AZ, USA

3mos ago

Looking for CPA Experienced with Acquisition Entrepreneurs (Cleanup + Structure)

Hi all — Looking for a CPA that works with operators / acquisition entrepreneurs. What I need: - Review and cleanup of the past 3 years of returns - Identify any missed deductions or amended returns - File this year’s taxes - Help set up the right structure going forward as we begin acquiring businesses Not looking for a basic tax preparer — want someone who can clean up the past and set things up correctly before acquisitions begin. If you’ve had a great experience with a CPA firm that fits this profile, I’d really appreciate a referral. Thanks.

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reply by a professional 3mos ago
from Narsee Monjee Institute of Management Studies in New York, NY, USA

@redacted‌ - Happy to support you on this one. We are Atlanta headquartered CPA firm with a strong 75 member tax team who can support you on this one. You can reach out at redacted

reply by a professional 3mos ago
in Atlanta, GA, USA

Hi ^redacted‌ I am with KNAV, a global accounting and advisory firm headquartered in Atlanta, and we work closely with operators and acquisition entrepreneurs on both pre- and post-acquisition needs. We can assist with review and cleanup of historical tax filings, including identification of missed deductions and amended returns, current year tax compliance and planning, structuring advisory (entity setup, tax-efficient acquisition structures, and ongoing optimization), broader support across transaction advisory, diligence, and post-deal integration. Given your focus on getting the foundation right before acquisitions, this is very much in line with how we typically engage. Happy to connect and discuss in more detail, my email id is redacted ^redacted‌