Purewater Financial
5.0 stars · 1 review · Serves Nationwide · Specializes in Cryptocurrency Investors, Digital Nomads, Equity Compensation
Full-suite financial services company specializing in tax planning and preparation, accounting/bookkeeping, tax strategy, and cryptocurrency/web3 strategy.
Services
- Accounts Payable/Receivable
- Advisory Services
- Bookkeeping
- Budgeting & Forecasting
- Business & Entity Formation
- Business Tax Preparation
- Business Valuations
- Cash Flow Management
- Financial Advice & Coaching
- Individual Tax Preparation
- International Tax Services
- Mergers and Acquisitions
- Payroll Services
- Sales Tax
- Tax Planning & Strategy
- Tax Preparation
- Tax Resolution & IRS Representation
Pricing
- Annual Tax Return Preparation — $2,500–$0 annually
- Monthly/Quarterly Bookkeeping and Tax Services — $2,500–$10,000 monthly
- Virtual CFO Services — $15,000–$0 monthly
- Ad Hoc Financial Services — $10,000–$0 one-time
Reviews
Rahul Mehta
5 stars
2024-02-12T22:57:52.657+00:00
without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!
Frequently asked questions
- What types of businesses and clients do you specialize in?
- We primarily work with small business owners, entrepreneurs, creators, investors, foreign business owners, and digital asset/crypto ventures who are looking for tech-forward, strategic accounting and tax solutions.
- How do new client engagements work?
- Every engagement begins with a Discovery Call to discuss your business structure, current accounting setup, and immediate financial concerns. If there is a mutual fit, we provide a written proposal and engagement letter detailing the scope of work, deliverables, and transparent pricing before any work begins.
- Are your accounting and tax services fully remote?
- Yes. Purewater Financial operates as a fully remote firm. You can securely access your financial information and collaborate with our team from anywhere via our client portal and digital accounting tools.
- What accounting and tax software do you use?
- We leverage modern, bank-grade tech tools for continuous, real-time reporting. We utilize primarily utilize Digits for accounting and real-time bookkeeping, and Instead Tax (also Intuit ProConnect/Tax Advisor) for tax preparation and for tax planning. Document sharing takes place entirely within our secure client portal.
- Do you offer virtual CFO and ongoing accounting services?
- Yes. Our Virtual CFO services include monthly and quarterly closes, GAAP financial statement preparation, cash flow forecasting, payroll oversight, and strategic oversight to translate your numbers into actionable growth decisions.
- Do you handle complex crypto, Web3, and Bitcoin tax planning?
- Yes, we specialize in digital asset and Bitcoin accounting. Our team handles mining operations, corporate treasury policy (ASC 350-60), custody strategy, Form 1099-DA reconciliation, and tax treatment for staking and airdrops.
- Can you assist international clients or foreign business owners?
- Yes. We assist non-U.S. residents and foreign business owners with inbound corporate structuring, Form 5472 compliance, tax treaty positions, transfer pricing documentation, and FBAR/FATCA reporting.
- How do you support tech founders and employees with RSUs, stock options, and liquidity events?
- Equity compensation carries six- and seven-figure tax implications that require proactive modeling before deadlines pass. We help founders, executives, and early tech employees navigate RSUs, ISOs, NSOs, 83(b) elections, AMT calculations, and QSBS (Qualified Small Business Stock) exclusions. Whether you are approaching an IPO, tender offer, acquisition, or managing multi-state tax sourcing after relocating, we model exercise, vest, and sale scenarios year-round to minimize tax drag and protect your capital.
- Do you perform formal financial audits?
- We prepare and compile financial statements under U.S. GAAP, but we do not perform independent audits or issue audit opinions. However, if your business requires an audit or attestation engagement, we assist in preparing your financial records and work alongside independent audit firms throughout the process.
- If you could summarize Purewater Financial in a few words, what would they be?
- We do what we do so you can do what you love. We believe in Success through Clarity.