I am not your father’s accountant.
I am not your typical bean counter; I am a business advisor, a startup connoisseur, and a financial liaison. I love helping startups and SMBs thrive, as they are the backbone of the American economy. I leverage my skills, knowledge, and experience to provide them with the best possible solutions and guidance so that they can focus on what they love to do: running their business.
I am a Certified Public Accountant (CPA) and Managing Partner at Iota Finance, a CPA firm focused on helping small businesses and entrepreneurs manage their taxes, bookkeeping, payroll, and finances. With over 6 years of experience in small business accounting and finance, I have developed strong expertise in tax preparation, accounting automation, startup accounting, and financial planning. I have worked with clients ranging from real estate investors to large manufacturers, offering them complete digital tax solutions and consulting services to minimize their tax liabilities and maximize their profitability. My services always pay for themselves.
My passion for accounting and entrepreneurship stems from my background and education. As a Ukrainian-American, my family came to this country to pursue the American Dream and I work to help others do the same. Prior to founding Iota Finance, I founded several companies and had a successful exit. Through my experiences, I have been able to help fellow entrepreneurs and immigrants launch their businesses and navigate the complex US tax code.
Iota Finance