Our Services

Arrow CPA Advisory provides tax, accounting, and advisory services to individuals, business owners, and real estate investors. Our focus is on thoughtful planning, clear financial structure, and reliable execution.

Services for Individuals

We work with individuals who want more than basic tax preparation and value proactive planning.

  • Personal tax planning and strategy
  • Individual income tax return preparation and filing
  • Planning for multiple income sources
  • Ongoing advisory support throughout the year

Services for Businesses

We support small and growing businesses with accounting, tax, and advisory services designed to scale with their needs.

Accounting and Bookkeeping

  • Bookkeeping and financial record maintenance through QuickBooks
  • Small business accounting support
  • Financial statement and various interim reports preparation

Tax Planning and Compliance

  • Business tax planning and strategy
  • Corporate and partnership tax return preparation and filing
  • Ongoing compliance support

 

Payroll Services

  • Payroll setup and processing
  • Payroll tax reporting and compliance

Part-Time CFO Services

  • Financial performance review and insights
  • Strategic advisory support for business owners

Bank Financing Support

  • Financial preparation for bank financing
  • Assistance with financial statements and documentation required by lenders

New Business Formation

  • Entity selection and structuring
  • Guidance through business setup and registration

Due Diligence and Transactions

  • Financial due diligence for mergers and acquisitions
  • Review and analysis for buyers and sellers

Real Estate Advisory Services

We work with real estate investors to ensure tax, financial, and ownership considerations are aligned across acquisitions, operations, and exits.

  • Entity structuring for real estate investments
  • Tax planning related to rental and investment properties
  • Financial analysis for acquisitions and dispositions
  • Planning for long-term ownership and exit strategies

How to Get Started

Services are provided pursuant to a formal engagement agreement. A consultation is required to determine scope and fit.