INVESTOR FRIENDLY CPA®

I searched for quite a while for an online CPA firm that could handle some more sophisticated tax planning strategies and was so glad to find IVCPA. Their staff are up-to-date on many things other CPAs I spoke with are not, and their online system is so easy to use.

I’ve used them for both business and personal tax preparation and planning, and the experience has been excellent across the board. Their team is thorough, knowledgeable, and proactive — exactly what you want in a CPA. I really appreciate the clear guidance and expert advice they provide, along with their regular newsletters that keep me in the loop on new tax laws and changes. It’s obvious they take the time to make sure clients understand their options and stay ahead of any updates that might affect them. Highly recommend for anyone looking for a reliable, detail-oriented, and truly investor-friendly CPA firm.

Very good experience working with Investor Friendly. Ashish and his team have taken good care of our taxes the past couple years. Highly recommend

Barry at Investor Friendly CPA made tax prep and planning much less stressful. He’s professional, knowledgeable, and takes the time to explain everything. Highly recommend!

I have been working with investor friendly CPA for over 2 years. While tax filing is there but tax planning is negligible. Additionally, their recent update in software (to KarbonHQ) makes it really confusion compared to their previous portal where I can upload documents for my CPA team including yearly tax spreadsheet. Now the overall process is broken into smaller tasks spread across the board with no clear steps. It has become a task list over email reminders.