WE OFFER A SMART AND HOLISTIC APPROACH TO YOUR TAX AND BUSINESS PLANNING NEEDS
ARE YOU READY FOR A NEW TAX AND BUSINESS PLANNING EXPERIENCE?
“Business as usual” has no meaning anymore. Technology has opened up so many possibilities and made us even more connected. Time is a precious commodity that we don’t want to waste. We value deeper relationships and don’t want to be spread so thin.
And we want to plan for a future that is meaningful and fulfilling.
At Poparad Advisors, we are embracing this change with you and offering you a new tax planning experience.
Our approach is simple, yet revolutionary…
We get to know you and your business on a deeper level by becoming an extension of your team. We partner with the leading experts across the country to tailor creative tax mitigation and business strategies to your unique situation. The outcome: more savings, in less time, with less risk.
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HOW WE SERVE OUR CLIENTS
Tax Advisor
Our insightful approach ensures your objectives are considered throughout our value-added advisory services.
Audit & Assurance
We provide an independent, objective view of your private company’s financial statements with a consultative approach.
Business Advisory
We start by understanding your business and objectives to then provide a holistic advisory plan.
Accounting Outsourcing
We offer start-ups and small- to medium-size businesses accurate timely financial statements in a cost-effective way.
Tax Compliance
We offer an advisory approach to your federal, state, local, and international tax compliance solution.
WHAT MAKES US DIFFERENT?
Strategic Priorities
At Poparad Advisors, we aren’t in it for the quick win. We create sophisticated, multi-dimensional strategies with your long-term goals in mind that will pay off now and in the future, for generations to come.
Holistic Approach
You aren’t one-dimensional and your business strategies and taxes shouldn’t be either. With our network of elite experts in every area of your portfolio, we are able to take a holistic approach, look at the big picture, and develop creative and vetted strategies that work together to solve your complex problems and reduce your tax liability.
Meaningful Relationships
A smaller office with a large network means high-touch service and big returns. We are not looking for volume. We are here to serve you, understand your goals and objectives, develop meaningful relationships with you, and provide immense value by solving your problems.
WELCOME TO POPARAD ADVISORS
In founding Poparad Advisors, I've set out to create a different experience for our clients. One built on my passion for providing exemplary service and holistic and insightful solutions.
I've developed a unique perspective throughout my diverse professional career in local and national CPA firms advising companies at every level from start-ups with no revenue to public companies with billions of revenue. What I've learned is that you deserve more from your trusted adviser.
You want to be heard, valued, respected, and treated like family. You want your goals and objectives to be a top priority. You want comprehensive and attentive service for all your business and financial needs. And most of all, you want to see tremendous savings to your bottom line from the very start.
What does that look like? At Poparad Advisors, it means having advisers backed by a dream team of CPAs, financial advisers, tax attorneys offering out-of-the-box solutions. Our insightful analysis results in recommending strategies that are the best of the best, vetted by top-tier experts, analyzed and supported.
We know that earning your trust isn't given, it's earned. And with our approach, we will do just that. That's why we take the time to understand your objectives and undertake sophisticated due diligence so that we can offer you high-quality insightful and solutions that work.
Welcome to your new one-stop solution for all your business and family planning needs.
David Poparad, CPA
Managing Partner