Who We Are
In today's rapidly evolving world, you need an accounting firm that adapts to every stage of your business and personal needs. Our firm takes a distinctive approach to problem-solving, particularly when faced with challenges and unexpected disruptions. As our client, you'll receive responsive, professional service that goes beyond your expectations.
With our industry-specific expertise, we provide practical advice and services designed to transform your business opportunities into tangible profits. We specialize in strategic planning for financial and tax transactions, ensuring you have control over outcomes and can effectively shape your financial and tax positions.
Our success is directly tied to the success of our clients. We are dedicated to helping you achieve and sustain financial success, whether for your personal finances or your business. Our comprehensive range of financial, tax, and advisory services is designed to help you operate more efficiently, avoid errors in financial reporting, and simplify your life.
We are committed to partnering with you throughout the challenging and rewarding journey of business ownership. Think of us as your co-pilots, genuinely invested in your success and growth as a business owner.
About the Founder
Mohammad Rafat is a Certified Public Accountant with over 18 years of experience in public accounting. He specializes in providing comprehensive tax planning and compliance services to a diverse range of clients, including companies across various industries, high-net-worth individuals, and families. Mohammad's extensive knowledge covers all facets of taxation, including high-net-worth, trusts, corporations, partnerships, REITs, international tax, and more.
Before founding his own firm, Mohammad worked over 15 years at two of the Big 4 firms. During this time, he provided advice on a diverse range of tax issues, from partnership and personal tax matters to multi-billion-dollar private equity and real estate funds, as well as their owners. Prior to his roles in Big 4 Accounting, he spent several years working at a mid-sized CPA firm, where he provided support to small and mid-sized businesses in the areas of accounting, tax, payroll, sales tax, business operations, and retirement planning.
Mohammad holds bachelor's degree in accounting. He is a licensed IRS Enrolled Agent and a licensed CPA in States of New York, New Jersey and California.