AVA Tax & CFO Consulting

Certified public accountant in Santa Clara, CA (show on map)

5.0

★★★★★

5 reviews

AVA Tax & CFO Consulting is a boutique tax and financial advisory firm in Santa Clara, California, serving clients throughout California, the US, and internationally.

Call (408) 303-9848

Navigate to Visit website

About

AVA Tax & CFO Consulting is at 2312 Walsh Ave, Santa Clara, CA 95051. Boutique tax and CFO advisory firm serving Bay Area, California, and international clients.

15+ years of CFO experience

Master of Tax Law and Master in Finance designations

Bay Area based with global reach

Secure technology and hands-on advisory model

Year-round advisory support

Services

Individual Tax Services

Federal and California individual income tax returns with multi-state filing support.

Form 1040 Multi-state Returns Stock Compensation Investment Income Rental Real Estate Retirement Income IRS Audit Representation

Business Tax Services

Tax return preparation and planning for LLCs, S-Corporations, C-Corporations, and partnerships.

Entity Selection S-Corporation Planning Multi-state Filing Business Transition Planning

Estate & Trust Tax Services

Trust income tax returns, fiduciary returns, and estate tax filings.

Form 1041 Form 541 Beneficiary Withholding Distribution Planning

International Tax Services

Cross-border tax compliance for expatriates and foreign nationals with US tax obligations.

FBAR FATCA Foreign Income Reporting Expatriate Tax Coordination

CFO Advisory Services

Fractional CFO services including financial strategy, cash flow management, and investor support.

Financial Strategy Cash Flow Management Budgeting & Forecasting Financial Reporting Risk Management Fundraising Support

Credentials & Certifications

CPA - Certified Public Accountant

Reviews

Rating

★★★★★

Reviews

"Alina is very knowledgeable, insightful and friendly."

Frequently Asked Questions

What types of businesses do you work with? +

LLCs, S-Corporations, C-Corporations, and partnerships, including professional services, real estate, construction, consulting, and closely held businesses.

Can you help me decide whether an S-Corporation makes sense? +

Yes. We advise on entity selection and restructuring, including whether an S-Corporation is appropriate.

Do you provide ongoing tax planning for businesses? +

Yes. Many business clients engage us for year-round tax planning, estimated tax guidance, and strategic advisory support.

Do you handle multi-state business tax filings? +

Yes. We assist businesses with multi-state tax compliance and coordinating reporting across jurisdictions.

Can you help with RSUs, stock options, and equity compensation? +

Yes. We have significant experience with RSUs, ISOs, ESPPs, and other equity compensation.