Learn about our services

    • Individual & Business Tax Preparation

    • Year-End Tax Planning and Strategic Tax Planning

    • Transaction Analysis for Closely Held Businesses & High Net Worth Individuals

    • Multi-State Taxation

    • IRS Representation

    • FBAR Reporting

    • Monthly & Quarterly Financial Reporting

    • Bookkeeping & Bank Reconciliations

    • Payroll Processing

    • QuickBooks & Xero Setup & Support

    • Business Startup Consulting

    • Business Formation (LLC, S-Corp)

    • Outsourced CFO Services

    • Cash Flow & Budgeting Strategies

    • Growth & Succession Planning

    • Mark-to-Market Elections

    • Trust & Estate Tax Compliance

    • Nonprofit Accounting

    • Real Estate & Investment Advisory Support

    • Sales and Use Tax processing/filing

    • Cryptocurrency Accounting & Tax

  • At Innovate, we bring clarity to one of the most complex and fast-changing areas of finance: cryptocurrency. Whether you’re an investor, trader, miner, or business accepting digital assets, our crypto tax specialists ensure you stay compliant while maximizing opportunities.

    Our Crypto Services Include:

    • Transaction Tracing – Forensic blockchain analysis to trace transactions, identify ownership, and recover misplaced or lost crypto.

    • Crypto Accounting and Bookkeeping – Accurate gain/loss reports, conversion of crypto payments, reconciliation of wallets and exchanges, and capturing every deduction.

    • Cryptocurrency Tax Compliance – Navigate IRS rules, regulatory filings, and defend tax positions with confidence.

    • Gain/Loss Calculations – Every trade counts. We calculate precise net gains or losses and prepare you for tax reporting.

    • Tax Reporting – Clarifying complex IRS requirements, ensuring accurate documentation, and keeping you compliant.

    • Entity Structuring for Crypto – We advise on and help establish LLCs and S-Corps tailored for crypto traders and businesses.

    • Compensation and Retirement Planning – Guidance on W-2 salary strategies, retirement plan setup, and tax-advantaged saving opportunities for crypto professionals.

    • Mark-to-Market Elections – Evaluate and implement elections to optimize taxation for high-volume crypto traders.

    • Crypto for Business – Bookkeeping systems and tax strategies for companies accepting crypto payments, reducing costs and meeting regulations.

Contact Us Today

  • Yes. Innovate handles entity formation from start to finish — including filing your LLC, setting up & filing S-Corp election, and establishing payroll so you can pay yourself a compliant W-2 salary.

  • Instead of simply listing trades on Schedule D, we build a full tax-efficient structure. This includes entity setup, payroll planning, and retirement strategies designed to lower your overall tax bill.

  • Fixed fees encourage open communication. You can call or text us for 15–30 minute conversations without worrying about surprise charges, making it easier to get timely advice and support

  • Absolutely. We handle all correspondence with the IRS, as well as state and local tax authorities, so you don’t have to worry about navigating notices yourself.

  • Yes! Unlike traditional accountants stuck in the past, we embrace cryptocurrency and can help you navigate crypto transactions, reporting, and tax planning with ease.

  • Most individual returns are completed within 5–7 business days once we have all your documents. Business returns may take longer depending on complexity, but we keep you updated every step of the way.

  • Yes! We review retirement options, tax deductions, and strategies tailored to your income, investments, and business structure to reduce your overall tax liability.

  • We work with LLCs, S-Corps, C-Corps, partnerships, and sole proprietors across a wide range of industries, from small startups to established enterprises.

  • Absolutely. You can call or text us anytime — all clients even have access to my personal cell phone. Plus, our fixed-fee model means you never get billed for short questions or quick check-ins.

  • Yes. We manage tax filings and compliance for all states and local jurisdictions, so you’re fully covered no matter where you operate.

Industries We Serve

We proudly support a wide range of industries with tailored accounting and tax solutions:

Professional Services (Law firms, medical practices, consultants)
Expert tax planning and accounting tailored to licensed professionals and service-based businesses.

Real Estate & Construction
Guidance for investors, developers, and contractors to maximize profits and stay compliant.

Technology & Startups
Scalable accounting and tax strategies designed for fast-growing companies and innovators.

Nonprofits & Charitable Organizations
Compliance, reporting, and strategic guidance for tax-exempt entities.

Hospitality & Restaurants
Streamlined payroll, bookkeeping, and tax solutions for busy operations.

Individuals & Families
Personalized tax and financial planning to protect wealth and optimize long-term goals.