OUR APPROACH

At Poparad Advisors, we put our clients first so that we can get the best results. It’s that simple. We take the time to understand your objectives and undertake sophisticated due diligence so that we can offer you high-quality and insightful solutions that work.

Read on to learn more about what makes our approach different.

A 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.

Why work with a traditional large firm where you are one of thousands, getting offered the same basic tax solutions as everyone else, or waste time working with numerous advisers piecemealing your finances and tax strategies together, when you can have one trusted adviser in your corner developing a comprehensive strategy for your entire personal balance sheet?

Meaningful Relationships With a Deep Bench

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.

By partnering with a network of elite experts, we are able to offer a wide range of vetted and trusted solutions that go well beyond what a typical CPA firm can deliver on.

Vetted, Creative Solutions Means Less Risk and a Higher Return

In the traditional model, CPAs are siloed, completing due diligence on sophisticated tax strategies themselves which is often challenging, time-consuming, and highly risky.

That’s why at Poparad Advisors, we harness technology to source creative solutions that have already gone through a multi-dimensional due diligence process and been vetted by hundreds of experts in their field, reducing the time and generating bottom-line results that are 10x greater than traditional CPA firms and family offices.

Long-term Strategic Gains Over Smaller Short-term Wins

Saving a little money at tax time is great. Planning in advance to implement tax mitigation strategies over time to reduce your income tax liability for good is much better. 

At Poparad Advisors, we aren’t in it for the quick win. We create strategies with your long-term goals in mind that will pay off now and in the future, for generations to come.