g
genomeg

Fintaxe

@genomeg
5.0(2)

CPA and CIA Fractional CFO Tax and AML Compliance

Estados Unidos
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
CPA and Certified Internal Auditor, owner of Fintaxe Financial Services LLC in Baltimore, MD. I prepare individual and business tax returns (1040, 1120-S, 1065, Schedule C), handle tax planning, IRS notices, and year-end cleanup, and provide fractional CFO services: bookkeeping, financial statements, cash flow, and QuickBooks Online. I also build BSA/AML compliance programs for money services businesses and use AI automation to speed up reporting and tax workflows. Current CFO engagements span fintech, healthcare, and childcare. AICPA PCPS member.... Lee más

Habilidades

g
genomeg
Fintaxe
desconectado • 
Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Auditoría de libros
I will cleanup and catch up your quickbooks online account as a CPA
Declaraciones de impuestos
I will file your taxes by the october 15 deadline as a CPA

Experiencia laboral

Fintaxe_Financial Services

Owner and Fractional CFO

Fintaxe Financial Services

Jan 2021 - Present • 5 yrs 8 mos

Run a Baltimore-based CPA practice serving individuals and small businesses with tax preparation (1040, 1120-S, 1065, Schedule C), tax planning, IRS notice resolution, bookkeeping, and financial statements. Serve as fractional CFO for clients in fintech (money services business), healthcare, and childcare, covering cash flow, monthly close, reporting, and QuickBooks Online. Design and maintain BSA/AML compliance programs for money transmitters. Build AI-driven automation for tax and reporting workflows.

2 Reseñas
5.0

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  • Nivel de comunicación del Freelancer
    5
  • Recomendar a un amigo
    5
  • Servicio según lo descrito
    5
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