WHAT WE DO

Poparad Advisors provides insightful and personalized financial and professional services that contribute to the success of our clients, our associates, our profession, and our communities.

Our unique holistic approach combined with our sophisticated, multi-faceted due diligence analysis allows us to implement strategies that address business needs as a whole rather than tackling one issue at a time. This results in more savings, in less time, with less risk, and enables business owners to spend more time doing what they do best – running their business(es).

As our firm is smaller in size than the national firms, it allows us to maintain close relationships to our clients. Our promise is to provide clients with the highest quality services while maintaining a small-town atmosphere.

Work with us and experience a smarter way to approach your business and tax planning.

Tax Advisor

Our insightful approach ensures your objects are considered throughout our value-added advisory services.

  • Income tax planning 

  • Income tax mitigation

  • Succession Planning

  • Exit Preparation Planning 

  • Estate Planning

  • Merger and Acquisition 

  • Research and Development Credit

  • Cost Segregation Study

  • IRS Representation 

  • Employment Tax Credits

  • Economic Development Incentives 

  • Tax Reform

Business Advisory

We start by understanding your business and objectives to then provide a holistic advisory plan.

  • Organization Documentation 

  • Compensation and Benefit Programs

  • Liability Protection and Entity Selection

  • Cost Segregation Studies

  • Buy/Sell Agreements

  • Expenses Mitigation 

  • Expenses Recovery

  • Income Tax Provision 

  • Transaction Advisory 

  • Compensation Advisory

Tax

Compliance

We offer an advisory approach to your federal, state, local, and international tax compliance solution.

  • Individual Tax Filing  

  • Partnership Tax Filing   

  • Corporation Tax Filing   

  • Gift and Estate Tax Filing  

  • Trust Compliance

  • Payroll Tax Advisory  

  • Federal Tax Return Compliance

  • Multi-State Tax Return Compliance

  • International Tax Return Compliance

Audit & Assurance

We offer an advisory approach to your federal, state, local, and international tax compliance solution.

  • Audit 

  • Review

  • Compliance 

  • Employee Benefit Audit Plans

  • Income Tax Provision 

  • Agreed Upon Procedures

Accounting Outsourcing

We offer start-ups and small- to medium-size businesses accurate timely financial statements in a cost-effective way.

Coming soon!