Who We Serve:
✅ High-Net-Worth Individuals
We provide comprehensive services to high-net-worth individuals, including tax planning, wealth management, and retirement strategies, with a focus on long-term financial stability and growth.
✅ Healthcare Practices
From private medical offices to larger clinics, we offer payroll management, tax compliance, and financial reporting (including income statements, balance sheets, and profit/loss statements) to keep your practice running smoothly and efficiently.
✅ Law Firms
We support law firms with tax preparation, payroll, IOLTA compliance, and financial reporting — helping your firm maintain financial transparency and compliance with industry regulations.
✅ Automotive Dealerships
Our services for automotive dealerships include tax planning, payroll, sales tax compliance, and financial reporting such as profit/loss and balance sheets to help manage profitability and operational costs.
✅ Med Spas & Aesthetic Clinics
We assist med spas with payroll, tax filings, financial management, and compliance, ensuring tax-efficient operations while you focus on patient care and growth.
✅ Startups & Entrepreneurs
We help startups set up their entity, manage payroll, and handle tax compliance, providing a solid foundation for your growing business.
✅ Tech & SaaS Companies
For tech companies and SaaS platforms, we offer tax strategy, payroll, financial reporting, and entity setup services tailored to help scale your business while minimizing tax liabilities.
✅ Restaurants & Hospitality
We provide payroll, sales tax filings, and financial reporting (including profit/loss, income statements, and balance sheets) — so you can focus on growing your customer base and improving operations.
✅ Real Estate & Property Management
We support real estate professionals and property managers with tax filings, payroll, and financial reporting, helping you track profitability, manage properties, and stay compliant.
✅ Nonprofits & Associations
We help nonprofits with tax filings, payroll, grant management, and compliance reporting, so you can focus on your mission while staying compliant with regulations.
✅ Retail & E-Commerce
We provide payroll, tax filings, and financial reporting (including balance sheets, income statements, and profit/loss reports) for both brick-and-mortar stores and online sellers.
✅ Construction & Trades
We support contractors and trades businesses with payroll, tax filings, financial reporting, and compliance, ensuring you stay on top of labor laws and financial reporting while you focus on your projects.
✅ And More
We serve businesses across media, logistics, education, and more. If your industry isn’t listed, don’t worry — we tailor our services to fit your unique needs.
💡 Industry-Specific Financial Reporting
We provide tailored financial reports — from income statements and balance sheets to profit/loss statements — giving you a clear picture of your company’s financial health. Our visual reporting tools offer insights at a glance, so you can make informed decisions.
👉 Explore our Financial Planning & Retirement solutions » to see how we can help your business and personal income grow.
Did You Know?
Life insurance can be a “tax-free retirement boat”?
Used properly, certain life insurance plans (like Indexed Universal Life) can provide tax-free income, living benefits, and long-term savings — all while protecting your family or business.
👉 Click here to explore our Financial Planning & Retirement services »
🗣️ What Our Clients Say
“Avicenna helped us transition to an S Corp, saving us over $10,000 in taxes that year. Their team was with us every step of the way.”
— John D., Business Owner
“The team at Avicenna took care of our payroll, taxes, and financial reporting, giving us the peace of mind to focus on growing our business. Their approach is detailed, thorough, and easy to understand.”
— Emily R., Healthcare Practice Owner
“As a startup, we needed a partner who could help with entity setup, tax planning, and accounting. Avicenna not only helped us get started but set us up for long-term financial success.”
— Mark T., Tech Entrepreneur
🤔 What Clients Often Ask Us…
Q: Do you offer services for businesses of all sizes?
A: Yes, we work with businesses from startups to large corporations, tailoring our services to meet the specific needs of your company and your industry. Whether you’re a solopreneur or multi-location business, we’re here to help.
Q: Can I switch from an LLC to an S Corp?
A: Absolutely! We help business owners transition from LLCs to S Corps when it’s beneficial for tax savings. We’ll run the numbers and walk you through the entire process.
Q: Can you also help with retirement or long-term planning?
A: Yes, we offer comprehensive financial planning and retirement strategies, including tax-advantaged options such as life insurance for tax-free income.
📞 Ready to Take Your Business to the Next Level?
Let us help you optimize your business’s financial operations. Our team is here to provide customized solutions for all your tax, compliance, payroll, and reporting needs.
📲 Call us at: ___________
📩 Or request a tailored consultation today.
🔒 Compliance Disclosure
Insurance products and strategies are offered through licensed professionals and subject to underwriting and product availability. Results may vary based on client suitability and carrier guidelines. This content is for informational purposes only and should not be considered legal or tax advice. Please consult your tax or legal advisor for personalized guidance.