Looking for a Small Business Accountant Who Could Save You $100K to $1M in Taxes This Year?
Discover how our tax planning services can help you minimize your tax burden and grow your profits.
How One Business Owner Unlocked $1M in Capital
Does this sound like your
current tax situation?
current tax situation?
Here’s Why Most Tax Preparers FAIL
Most tax accountants fail to “plan.” They meet you 4 months AFTER the last year has ended to submit your taxes, but that’s TOO LATE.
Tax Preparing
The process of reviewing your year of financial results and preparing your tax returns for submission to the IRS.
Tax Planning
The process of looking at your personal and business regulatory requirements to legally reduce taxes.
We’ll keep your hard-earned money from going to the IRS because tax minimization is what we do ALL DAY, EVERYDAY – even while we SLEEP!
4th Generation Small Business Owners & Accountants
My grandfather was an Accountant and my other grandfather was in the insulation manufacturing industry. Doing great accounting work is in my blood.
Since 1989, my father (Kevin Niedoba), a small business accountant of 30+ years founded our family accounting firm. A few years back, I decided to split my time as a small business owner and join him because I’m passionate about both accounting and entrepreneurship. I hope one day my son, William, will also join the business (if he wants to, he’s only 3 years old).
We’ll treat your business like it’s our own, by taking advantage of every possible legal tax minimization and profitable growth opportunity we can, all the while minimizing risks.
On behalf of my family and our amazing team at NB Advisors, I look forward to working with you to grow your business.
Ryan Niedoba | NB Advisors
Managing Partner
Kevin Niedoba, CPA | NB Advisors
Managing Partner
4 Stages of Our Tax Planning Services
Perfect Planning
As a small business accountant, planning is the most important part of your engagement with us.
At this point, we’ll assess your tax situation and provide recommendations on how much you can save using our proactive tax planning strategies.
While some savings, ranging from $100K to $1M or more, may come from prior years, the majority will occur in the current year and over the next decade—especially if your business is growing.
Flawless Execution
Once we finalize your comprehensive tax plan, we will present you with a range of strategies—anywhere from 1 to 100—to help minimize your tax burden.
Some strategies will be simple to implement, while others may be more complex and involve third parties. However, you can be confident that we will support you through every step of the process.
Quarterly Strategizing
Many of our clients prefer to work with us on a quarterly basis due to the numerous changes to the U.S. tax code throughout the year. To stay compliant and maximize tax savings, we implement strategies before year-end to ensure you benefit from them.
As your small business accountant, we will continue to execute these tax planning services and review your financial performance to keep everything on track each quarter.
Prepared to Perfection
The final stage of our process is preparing your tax returns.
At this point, we’ll calculate your actual tax payment and compare it to what you would have paid without proactive tax planning.
You can be confident that you’ll save significantly!
How Do We Save You $100K to $1M in Taxes?
Using Our World-Class Tax Planning Services
Using Our World-Class Tax Planning Services
| The Tax Plan For Current Year & Beyond | ✓ |
| Deduction Review & Strategy Planning | ✓ |
| Legal Entity Optimization Across LLC, S Corp, Partnership | ✓ |
| Retirement Options To Save While Minimizing Taxes | ✓ |
| Insurance Review To Protect Assets & Reduce Taxes | ✓ |
| TCJA, FFCRA, CARES Review For Liability Minimization | ✓ |
| IRS & Court Case References Support Positions | ✓ |
| Core Strategy Implementation | ✓ |
| Business Tax Preparation | ✓ |
| Quarterly Estimated Payments | ✓ |
| Quarterly Core Tax Planning & Implementation | ✓ |
| Quarterly 1-On-1 Review Tax Position | ✓ |
Looking for More Advanced Strategies?
Asset Protection
Tax-Advantaged Wealth
Exit & Capital Gains
Niches Specific
International
We’ll Integrate with Your Accounting Software
Trusted by American Companies
Their expertise has been invaluable in navigating the complexities of taxes, making smart business decisions, and managing our finances as we expanded from one studio to multiple locations. They don’t just handle the numbers—they provide strategic insights that have helped me make informed choices at every stage of growth.”
Why Only 6% of Businesses Grow by 300%
Did you know that only 6% of businesses set annual goals and revisit them on a quarterly basis?
This is according to Xero’s (second largest accounting software) “Make or Break” report, which goes further to share that the 6% of business owners that “revisited” their goals quarterly had an increase of 300% in both productivity and performance.
World Class Small Business Accountant Tax Planning Services
Call/Email Response Within 24 Hrs
Schedule of Service Delivery
Upfront Fixed Fee
Small Business Experts
Multiple Points of Firm Contact
Proactive CPAs
Constantly Innovating!
Our Claimed Awards
2018
NJBA:
Best Online Interactive Tool Award
2016-17
SNJBP:
Readers’ Choice Award
2016
NJBA:
Sales and Marketing Excellence Award
2015
Thomson Reuters:
The Rookie of the Year Award
Photo Credit:
Thomson Reuters. Ryan Niedoba (middle) and Kevin Niedoba (right).
Our Claimed Awards
2018
NJBA:
Best Online Interactive Tool Award
2016-17
SNJBP:
Readers’ Choice Award
2016
NJBA:
Sales and Marketing Excellence Award
2015
Thomson Reuters:
The Rookie of the Year Award
Yes, We Offer Outsourced CFO Services in Cities Around Philadelphia, Pennsylvania
Allentown, PA
Bethlehem, PA
Bristol, PA
Chester, PA
Coatesville, PA
Easton, PA
Harrisburg, PA
Hazleton, PA
Lancaster, PA
Lansdale, PA
Lebanon, PA
Norristown, PA
Pottstown, PA
Pottsville, PA
Reading, PA
Scranton, PA
Wilkes-Barre, PA
Williamsport, PA
York, PA
Chester, PA
Erie, PA
Altoona, PA
Johnstown, PA
Harrisburg, PA
Pittsburgh, PA
Wilkes-Barre, PA
Scranton, PA
Easton, PA
Lebanon, PA
Carlisle, PA
CFO Services Philadelphia is near Independence National Historical Park which is close to Ardmore, Conshohocken, and Exton at 1000 S Broad St # 818, Philadelphia, PA 19146. Rittenhouse Square, Citizens Bank Park, and Wells Fargo Center are also nearby.
Other locations we serve:
Cape May
Darby, PA
Montgomery County, PA
South Jersey
Bucks County, PA
Atlantic City
Chester, PA
Kissimmee, FL
Richmond, VA
Wilmington, DE
Switching Accountants Is Easier Than You Think
Switching accountants only seems like a major pain in the butt…
But in reality, it’s a brief communication with your current accountant:
“It’s time for a new direction. Please send my books over to Kevin & Ryan at NB Advisors. Thank you for your service.”
Your accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.
Book Your Free Consultation
If you’re looking to save on your taxes and grow your business, then we’re your trusted Advisors.
The Only CPA Firm with a Pricing Guarantee
Our pricing guarantee is simple: If we don’t quote you upfront for the work, we don’t expect you to pay. Whether that’s in our first engagement with you, or it’s in 20 years from now.
You’ll never receive an unpleasant surprise in our invoicing.
“NB Advisors has been a great partner in taking a proactive look at our accounting. They present us with new ideas to help us grow and protect what we have worked so hard to build.”
Bruce Paparone
Founder & CEO of Bruce Paparone Communities
Consult with a Small Business Accountant Today.
