g
genomeg

Fintaxe

@genomeg
5,0(2)

CPA and CIA Fractional CFO Tax and AML Compliance

Vereinigte Staaten
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
CPA and Certified Internal Auditor, owner of Fintaxe Financial Services LLC in Baltimore, MD. I prepare individual and business tax returns (1040, 1120-S, 1065, Schedule C), handle tax planning, IRS notices, and year-end cleanup, and provide fractional CFO services: bookkeeping, financial statements, cash flow, and QuickBooks Online. I also build BSA/AML compliance programs for money services businesses and use AI automation to speed up reporting and tax workflows. Current CFO engagements span fintech, healthcare, and childcare. AICPA PCPS member.... Mehr lesen

Kompetenzen

g
genomeg
Fintaxe
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Buchführung
I will cleanup and catch up your quickbooks online account as a CPA
Ab195 $ / ProjektWeitere Details
Steuererklärungen
I will file your taxes by the october 15 deadline as a CPA
Ab225 $ / ProjektWeitere Details

Arbeitserfahrung

Fintaxe_Financial Services

Owner and Fractional CFO

Fintaxe Financial Services

Jan 2021 - Present • 5 yrs 8 mos

Run a Baltimore-based CPA practice serving individuals and small businesses with tax preparation (1040, 1120-S, 1065, Schedule C), tax planning, IRS notice resolution, bookkeeping, and financial statements. Serve as fractional CFO for clients in fintech (money services business), healthcare, and childcare, covering cash flow, monthly close, reporting, and QuickBooks Online. Design and maintain BSA/AML compliance programs for money transmitters. Build AI-driven automation for tax and reporting workflows.

2 Bewertungen
5,0

(2)
(0)
(0)
(0)
(0)
Zusammensetzung der Bewertung
  • Kommunikation
    5
  • An einen Freund weiterempfehlen
    5
  • Dienstleistung wie beschrieben
    5
1–2 von 2 Bewertungen
Sortieren nach:
Am relevantesten
    B
    image-docs

    brittany_writes

    US

    Vereinigte Staaten

    5

    Thank you so much! Great communication, everything delivered as expected, and most importantly amazingly quality! I highly, highly recommend and look forward to working together again!

    50 $

    Preis

    Hilfreich?
    Ja
    Keine
    N

    newlife2000

    US

    Vereinigte Staaten

    5

    Fantastic, detailed accounting and business plan was offered from this EXCELLENT SELLER. Literally brought my colleagues to tears. This man literally broke-down the accounting blueprint concerning the finance nuisances of event planning finance. Please use this SELLER great service. Excellent accounting, event management and booking service. Promise you!!

    50 $-100 $

    Preis

    Hilfreich?
    Ja
    Keine