Industries We Serve

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

  • Professional Services (law firms, medical practices, consultants)

  • Real Estate & Construction

  • Technology & Startups

  • Nonprofits & Charitable Organizations

  • Hospitality & Restaurants

  • Individuals & Families

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.