Philip Falco, Attorney & CPA, provides financial, tax, and legal advisory services under a defined engagement. Advisory work does not appoint him as the company’s Chief Financial Officer, officer, or director. Any formal CFO or board role requires a separate written agreement and appropriate company approval.
For larger companies:
-keeping track of internal audits
-integrating recommendations into policy
-internal fraud prevention and detection
-Legal exposure prevention.
Smaller companies:
-tax compliance and strategy
-legal compliance
-legal structure
Give us a call to discuss (303) 626-7000
Ongoing CFO and advisory work is most effective when financial reporting, payroll, tax planning, and annual returns are coordinated. Our business tax preparation service handles that annual filing component for closely held businesses and their owners.
Businesses that need recurring tax guidance without a full CFO engagement may also use our year-round tax advisory service for proactive tax planning and ongoing coordination throughout the year.
Family-owned investment-management entities can coordinate financial oversight with family office tax and entity planning, including service agreements, compensation, and the allocation of shared costs.
Related Business Legal and Tax Services
Business decisions often involve overlapping legal, tax, financial-reporting, ownership and entity-structure considerations.
Startup Accounting and Financial Advisory
Founders building a product or preparing to raise capital can review startup accounting, reporting, and CFO advisory, part of our Startup & Emerging Companies services.