Our Services
Comprehensive Financial Services for Discerning Clients
We deliver the full spectrum of accounting, tax, and advisory services — combining Big Four rigor with the personal attention that only an independent firm can provide.
Our Practice
Institutional Expertise. Personal Service.
Paul Ethan CPA Firm, PLLC serves high-net-worth individuals, executives, family offices, and closely held businesses. Our engagements are characterized by technical depth, proactive counsel, and an unwavering commitment to client outcomes.
Tax Planning & Preparation
For High-Net-Worth Individuals & Executives
We provide comprehensive federal and state tax planning and compliance services tailored to the complexity of high-net-worth individuals, executives, and family offices. Our approach is proactive — identifying opportunities and mitigating exposures well before year-end.
Capabilities
- Individual federal and multi-state tax returns
- Executive compensation and equity award planning
- Estate, gift, and trust tax compliance
- International tax planning and FBAR/FATCA reporting
- Tax-efficient investment and portfolio structuring
- Year-round advisory and tax projection modeling
Audit & Assurance
Independent. Rigorous. Reliable.
Our audit and assurance practice delivers independent financial statement audits, reviews, and compilations that meet the highest professional standards. We serve private companies, family offices, and not-for-profit organizations requiring credible, defensible financial reporting.
Capabilities
- Financial statement audits (GAAS)
- Reviews and compilations
- Agreed-upon procedures engagements
- Internal control assessment and reporting
- Not-for-profit and private company audits
- Audit readiness and preparation advisory
Forensic Accounting & Investigation
Uncovering the Truth in the Numbers
Our forensic accounting practice provides independent investigation, litigation support, and fraud examination services. We are retained by legal counsel, boards of directors, and private parties requiring objective, court-ready financial analysis.
Capabilities
- Fraud examination and asset misappropriation investigations
- Litigation support and expert witness testimony
- Business valuation disputes
- Matrimonial and divorce financial analysis
- Embezzlement and financial statement fraud investigations
- Damages quantification and lost profits analysis
Outsourced Accounting & CFO Services
Strategic Financial Leadership on Demand
We serve as the outsourced accounting department and strategic CFO for growing businesses and family offices that require institutional-grade financial management without the overhead of a full-time hire. Our principals bring Big Four experience to every engagement.
Capabilities
- Fractional CFO and financial leadership
- Monthly and quarterly financial reporting
- Cash flow forecasting and treasury management
- Board and investor reporting packages
- Budgeting, variance analysis, and KPI dashboards
- Finance function build-out and process design
Accounting & Bookkeeping
Accurate. Timely. Insightful.
We provide full-cycle accounting and bookkeeping services that give clients a clear, real-time view of their financial position. Our team maintains your books to the standard required for audit, tax, and strategic decision-making.
Capabilities
- Full-cycle accounts payable and receivable
- Bank and investment account reconciliation
- General ledger maintenance and month-end close
- Financial statement preparation
- Payroll processing and compliance
- Chart of accounts design and cleanup
AI-Powered Digitization of Client Accounting
The Future of Financial Operations
We leverage advanced artificial intelligence and automation to transform traditional accounting workflows — eliminating manual data entry, accelerating close cycles, and delivering real-time financial intelligence. Our AI-enabled practice brings enterprise-grade technology to every client engagement.
Capabilities
- AI-driven document capture and data extraction
- Automated transaction categorization and coding
- Intelligent accounts payable and receivable automation
- Real-time financial dashboards and reporting
- Cloud accounting platform migration and optimization
- Workflow automation design and implementation
Discuss Your Requirements
Every engagement begins with a confidential consultation. We welcome inquiries from prospective clients seeking a trusted advisor.