Our Services
Taxation
Whether you’re a solopreneur tackling your first return or a bustling business navigating evolving regulations, we craft personalized strategies to minimize burden, maximize deductions, and keep your hard-earned dollars where they belong: with you. We untangle the code, analyze opportunities, and proactively plan for the future, so you can focus on what you do best. Let’s turn taxes from a yearly headache into a strategic advantage for sustainable growth.
Our tax planning services are tailored to each client’s unique situation, focusing on minimizing tax liabilities and maximizing future opportunities. We stay abreast of all the latest tax laws and regulations to ensure you’re taking advantage of all relevant tax benefits. From managing capital gains and losses, to planning for estate taxes, to advising on tax implications of business transactions, we provide comprehensive tax planning services that align your financial goals with effective tax strategies.
Operational Accounting
We acknowledge the unique challenges faced by small businesses in keeping their financial matters in order while striving for growth and expansion. Hence, our operational accounting services are particularly beneficial for small businesses. We will handle your day-to-day accounting tasks, leaving you with more time to focus on your core business operations.
Whether it’s bookkeeping, payroll processing, or financial reporting, we’ve got you covered. Not only do we ensure accuracy and compatibility with the latest laws and regulations, but we also offer insights that can help guide your business decisions. As your accounting partner, we’re not just taking care of numbers, we’re fueling your potential for growth and success in the competitive business landscape.
Readiness Services
We demystify the audit process and guide you confidently every step of the way, ensuring a stress-free and successful outcome.
– Proactive Risk Reduction: We scan your records, not for monsters under the bed, but for potential red flags. We’ll help you address them early, leaving you in the clear.
– Documentation Done Right: Audit files shouldn’t be your Moby Dick. We’ll make sure your paperwork is organized, accurate, and ready to impress.
– Audit Liaison Superpowers: Schedules, memos, financial statements – consider it done. We’ll translate auditor requests into smooth sailing for your team.
– Clear Answers, Steady Course: When the auditors come knocking, we’ll be your first mate, always at your side to answer questions and keep you informed.
Merger and Acquisition Preparation
We expertly craft due diligence documents and schedules your underwriters will love, making your M&A a smooth, stress-free journey. Let us handle the paperwork, you focus on the big picture.
Financial Planning and Analysis
Ditch the financial fog, embrace clarity. Our on-call CFOs demystify your money flow with razor-sharp margin analysis, insightful modeling, and future-proof planning. Scale smartly, seize opportunities, and streamline for growth – you’re the boss, we’re your financial compass.
Other Services
– Equity Management Expeditions: Charting clear trails for share-based compensation and equity tracking, so you stay agile and compliant.
– Debt & Security Instrument Decoding: Unraveling the complexities of convertible debt and financial instruments, guiding you to informed decisions.
– Risk-Mitigating Policy Pathways: We empower you to design and implement efficient procedures that save time, resources, and keep you on the safe side.
– Consolidation Compass: Navigating the merger maze with precision, ensuring a smooth and seamless financial union.
Recent Posts
Automobile Expenses Tax Deduction
Learn how to maximize your tax savings through automobile expense deductions. This guide covers everything from mileage tracking to depreciation.
Understanding the Importance of Your Filing Status
Your tax filing status plays a crucial role in determining your tax liability. It influences the tax rates applicable to your income, the standard deduction you’re eligible for, and what tax credits you may claim. In essence, your filing status is a key determinant of how much tax you end up owing, or perhaps even…
Fuel your next leap forward. Partner with Number Nerds today.
About Us
Avi Taheripour
Managing Director, CPA, MBA
As a seasoned finance and accounting executive, Avi has a distinguished history spanning over 15 years in public auditing, consulting, and taxation. Currently, she is the Founder and Managing Director of Number Nerds, where she demonstrates her deep technical knowledge and extensive experience particularly in the realm of small-mid sized companies and small businesses. Her dedication to excellence, technical skill, meticulous eye for detail, and innovative thinking form the foundation of her noteworthy career.
She has left her mark in a variety of fields like GL Accounting, financial statements analysis, stock-based compensation management, audit readiness, M&A readiness, and taxation. Avi’s strength lies in her technical expertise combined with unparalleled client servicing – a believer in open communication, effective leadership, and efficient project execution, she always aims to deliver the best to her clients.
Payam Abrishami
MBA, CA Registered Tax Preparer
Payam brings a unique blend of tax expertise, product management, and business operations to the table. With over 20 years of experience, he has a proven track record of driving strategic growth for both established brands and agile startups.
Combining Expertise:
- Tax Savvy: California Registered Tax Preparer, passionate about simplifying tax complexities for clients.
- Product Visionary: Led the development and launch of innovative solutions across diverse industries, capturing market share and setting industry benchmarks.
- Operational Excellence: Built and led high-performing teams, fostering collaboration and streamlined execution to achieve exceptional outcomes.
Payam is enthusiastic about leveraging his dynamic skillset to enhance the fiscal health and growth of the Number Nerds’ clients.
