Profile
Epicwayz Advisors
ListedCPA-Led Tax, Accounting, and Fractional CFO Support in Plano
About
About
Epicwayz Advisors is a Plano, TX tax, accounting, and business advisory firm serving individuals, startups, small businesses, and growing companies.
The practice also offers fractional CFO services, bookkeeping, payroll services, financial statement preparation, and business advisory support.
Epicwayz Advisors is a Plano, TX tax, accounting, and business advisory firm serving individuals, startups, small businesses, and growing companies. The firm’s source materials describe a CPA-led tax strategy approach with support for tax planning, business tax, personal tax, IRS representation, and tax audits.
The practice also offers fractional CFO services, bookkeeping, payroll services, financial statement preparation, and business advisory support. Its CFO-related work includes financial planning, cash flow forecasting, budgeting and variance analysis, capital raising support, and investor or lender relations.
For accounting workflows, Epicwayz Advisors lists QuickBooks accounting among its services. The profile facts also indicate in-office and remote service formats for clients who need tax, accounting, or advisory help.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
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