About NextGen CPA
Corporate-level financial discipline for private clients. We bring Big 4 rigor to business owners who demand more than basic compliance.
Our Mission
NextGen CPA was founded to give private business owners and high-income professionals access to the same level of financial leadership, discipline, and strategic foresight that Fortune 500 companies receive—without the corporate overhead.
Most CPAs react. We architect. We don't just file your taxes—we build multi-year strategies, optimize entity structures, and provide ongoing CFO-level guidance so you can make better financial decisions.
Meet Your Strategic Partner
Former Big 4 Auditor & Tax Strategist
"I spent over 10 years at Ernst & Young auditing Fortune 500 companies and coordinating complex tax strategies. I saw firsthand how the wealthy and sophisticated manage their finances—with discipline, structure, and long-term thinking."
"Most business owners don't have access to that level of financial leadership. They're stuck with reactive CPAs who file returns in March and disappear until next year."
"I founded NextGen CPA to change that. You don't need another tax filer. You need a financial architect."
What Makes NextGen CPA Different
We're not your typical CPA firm. Here's why.
Big 4 Audit Standards
We apply the same documentation rigor, internal controls thinking, and audit-aware standards that publicly traded companies use. Your records are defensible, not reactive.
Strategy Over Compliance
We don't just prepare returns. We build multi-year tax strategies, optimize entity structures, and coordinate financial planning with your long-term goals.
CFO-Level Financial Leadership
Monthly reviews, quarterly strategy sessions, cash flow forecasting, and year-round oversight. You get a financial partner, not a seasonal vendor.
Outcome-Focused Advisory
We're not selling hours. We're delivering results—clarity, control, and strategic guidance that drives better financial decisions.
Our Advisory Approach
How we work with clients from discovery to long-term partnership.
Discovery & Audit
We review your financials, analyze past returns, and identify immediate tax leaks and structural issues.
Strategy Design
We design your entity structure, compensation plan, and multi-year tax forecast model.
Implementation
We take over financial leadership. Monthly reports, clear action items, and proactive guidance.
Quarterly Evolution
We meet every 90 days to adjust strategy as your business and wealth grow.
Who We Specialize In
We focus on three core client types—each with unique financial complexity.
Business Owners
$500K–$10M+ revenue. Need virtual CFO services, entity optimization, and year-round tax planning.
Learn more →High-Income Professionals
$400K+ annual income. Complex compensation, multi-state considerations, executive-level planning.
Learn more →Real Estate Investors
Multiple properties or entities. Depreciation strategies, 1031 exchanges, multi-entity coordination.
Learn more →How We Operate
Proactive, Not Reactive
We plan ahead. Tax strategy happens year-round, not in March. Cash flow forecasting prevents surprises. We coordinate decisions before they're made, not after.
Transparent & Value-Based
We don't bill by the hour. Our engagements are structured as monthly retainers with clear scope and deliverables. You know exactly what you're paying for and what you're getting.
Audit-Aware & Defensible
We document everything. Our planning comes with clear rationale and defensible records. If the IRS shows up, you're prepared.
Collaborative & Coordinated
We work with your bookkeeper, attorney, financial planner, and other advisors. You get coordinated advice, not siloed opinions.
Based in Florida, Serving Nationwide
NextGen CPA is headquartered in South Florida (Broward County, Fort Lauderdale) and serves clients across the United States.
Our fully virtual model allows us to deliver high-touch advisory services regardless of location. Whether you're in Florida, New York, California, or Texas—you get the same strategic guidance and CFO-level oversight.
We specialize in multi-state tax coordination, remote business structures, and virtual financial leadership.
Ready to Work Together?
If you're looking for a financial partner—not just a tax preparer—let's talk. Book a strategy call to see if NextGen CPA is the right fit for your situation.
Book a Strategy Call