Perdue Capital Advisors / Office of the CFO
Tax & Accounting
CPA-led tax preparation, planning, and accounting support for businesses and their owners. Brandon leads the practice with Principal Davi Costa, whose team covers corporate filings, fund tax compliance, and expatriate matters.
What we do
Business and owner tax preparation · federal and state returns across all states, prepared by a licensed CPA (NY, GA)
Tax planning · entity, timing, and transaction planning coordinated with the advisory work
Financial statement preparation and clean-up · non-attest work under SSARS; audits and reviews are referred to a registered attest firm
Lender-driven financial reporting · preparing the statements and schedules a credit agreement calls for, and coordinating an outside firm when an audit or review is required
Clean-up and readiness work · getting the books defensible before a financing, sale, or process
Typical engagements
A business whose credit agreement newly requires CPA-prepared financials
An owner whose company work and personal taxes should finally be coordinated
A company cleaning up records ahead of a financing or sale
If the returns are late, the credit agreement's reporting is overdue, or the books need to be defensible, start here.
Contact
If the situation can't wait, neither will we.
Urgent notes are answered first, same day. New York based, serving companies nationwide, remotely and on-site.
brandon@perdueanalytics.com