Business tax preparation, done right and on time.
Federal and state business tax filings, 1099s, Delaware Franchise Tax, and year-round planning — handled by experienced in-house CPAs.
Free consultation · No obligation · Every return signed by a licensed CPA · US-based team
About Philip, CPA.
Philip is a Florida-licensed CPA and the founder of CFO Anytime. He holds a Master of Accountancy and built the foundation of his career inside the Big Four at Deloitte and Ernst & Young, before going on to Wall Street investment banking and private equity, where he evaluated and structured acquisitions. It's a combination almost no accountant has, and it shapes how he reads every client's numbers.
His areas of expertise include business and personal tax preparation, proactive tax planning, entity structuring, bookkeeping and monthly financial reporting, fractional CFO and cash flow advisory, and transaction support including quality of earnings and M&A. His goal with every client is the same: clear, proactive guidance and the kind of responsiveness that builds trust for the long haul.
In his personal time, Philip loves spending time with family, surfing, hiking, running, traveling, and trying new food spots.
What business owners say.
CFO Anytime handled our 1099 filings, Delaware Franchise Tax filings, income tax filings — all of it.
October 15 is the final deadline for extended returns.
If you filed an extension, extended personal and C-corporation returns are due October 15. The earlier we start, the more options you have and the fewer surprises at the finish. We're a Miami-based CPA team serving businesses across Florida and all 50 states, and we'll tell you honestly what's achievable in the time available.
Business tax support built around your company.
Federal and state filings, the specialized forms most firms treat as an add-on, and a dedicated CPA who already knows your situation.
Federal & state tax filings
Business income tax handled end-to-end by in-house CPAs — federal plus every state return you're required to file.
1099 preparation & filing
Contractor reporting prepared accurately and filed on time, so a routine form never turns into a penalty notice.
Delaware Franchise Tax
Filed for your incorporated entities alongside the rest of your return — not left for you to remember separately.
A dedicated tax contact
One consistent person who knows your business — reachable when a question comes up, not just in filing season.
Experienced in-house CPAs
Credentialed CPAs on the CFO Anytime team prepare and review your return. Nothing is outsourced or offshored.
Streamlined online process
A clear document checklist, a secure portal, and live status on every filing — so you always know where things stand.
Returns we prepare
Why businesses choose CFO Anytime for tax.
Not just another CPA firm — a finance team that understands what founder-led businesses actually need from their taxes.
Experienced in-house CPAs
Your return is prepared and reviewed by credentialed CPAs on our team, working alongside the people who keep your books.
A dedicated tax contact
One consistent point of contact who knows your business and your history — with live status updates on every filing.
Books and taxes under one roof
No reconciling between a bookkeeper and an outside CPA. Clean books make preparation faster, cheaper, and more accurate.
Streamlined, digital-first
Organized communication and clear timelines. You always know what's needed, what's in progress, and what's filed.
More than filing a return.
A return records what already happened. Planning is what changes the number. Because the same team keeps your books and files your taxes, we see your position during the year — while there's still time to act on it.
Filing only
The typical arrangement
- Returns prepared after the year has closed
- Little visibility into your tax position until spring
- Surprises at filing time
- Bookkeeper and CPA working separately
Year-round
Tax and finance on one team
- Your position reviewed during the year, not after
- Entity structure and owner compensation revisited as you grow
- Credits and deductions identified before year-end — including cost segregation and R&D
- Clean books feeding straight into a faster, cheaper filing
- No year-end scramble for documents
Tax support for growing businesses.
We work with founder-led companies at the stage where tax stops being simple — and where getting it right starts to move real money.
Home Services Contractors
HVAC, roofing, plumbing and the trades — job costing, equipment depreciation, and multi-crew payroll.
Real Estate & Short-Term Rentals
Multi-property owners and STR managers — depreciation, cost segregation, and owner statements.
Professional Services Firms
Agencies, consultancies and firms billing by the hour, where owner compensation drives the tax picture.
Insurance Agencies
Commission-based revenue, producer splits, and filings across multiple states.
Dental & Medical Practices
Practice owners with equipment, associates, and entity structures worth revisiting as they grow.
IT & Managed Service Providers
Recurring revenue, hardware pass-through, and development work that often qualifies for the R&D credit.
A simple path to getting your business taxes handled.
- 1
Schedule a consultation
We learn about your business, your entities, your timeline, and what needs filing.
- 2
Share your information
You get a clear checklist and a secure portal — no guessing what's still outstanding.
- 3
Preparation & review
Your CPA prepares the return and a second reviewer checks it, with live status throughout.
- 4
Filing & ongoing support
Returns filed, confirmations provided, and your contact stays available all year.
Taxes and bookkeeping, a perfect match.
When your books are accurate and current, tax time is faster, cleaner and cheaper. CFO Anytime handles both — your accounting team and your tax team are the same team.
No reconciling between a bookkeeper and an outside CPA. No surprises at year-end. Just organized financials that make filing straightforward.
- Triple-checked monthly booksAccurate financials ready for tax time, every month.
- One coordinated teamBooks and taxes handled together — no gaps, no handoffs.
- No year-end scrambleClean records mean less back-and-forth and faster filings.
Business tax questions.
We prepare S-Corporation (1120-S), partnership and multi-member LLC (1065), and C-Corporation (1120) returns, along with single-member LLCs and sole proprietors filing on Schedule C. We also handle the owners' personal returns so the business and personal picture stay consistent. Most of our clients are founder-led businesses in home services, real estate, professional services, insurance, dental, and IT.
Yes. We work with businesses nationwide and file federal and state returns wherever you have a filing obligation, including multi-state returns for companies operating across state lines. Our accounting and tax team is entirely US-based.
Yes — it's one of the most common situations we see. Before filing, we assess the books, clean up what's incomplete, and establish an accurate baseline. Because bookkeeping and tax sit on the same team here, that cleanup feeds straight into the return instead of becoming a separate project with a separate bill.
Yes, and it's how most of our clients work with us. Your bookkeeping team and your tax preparer are the same team — which means no reconciling between a bookkeeper and an outside CPA, no chasing documents in March, and far fewer surprises at year-end.
The earlier the better — but we regularly take on work close to a deadline, including filing an extension where that's the right call. If your deadline is weeks away rather than months, call us at 628-363-1986 rather than waiting. We'll tell you honestly what's achievable in the time available.
Yes. Filing a return records what already happened; planning is what changes the outcome. We look at entity structure, owner compensation, the timing of income and expenses, and available credits and deductions during the year — while there's still time to act on them — rather than after the books have closed.
Typically your prior-year returns, year-end financials or bookkeeping file, bank and credit card statements, payroll reports, fixed asset and loan detail, and any 1099s issued or received. We send a clear checklist at the start and collect everything through a secure portal, so you're never guessing what's still outstanding.
Get your business taxes handled with confidence.
Experienced in-house CPAs, a dedicated point of contact, and a process that keeps you informed — so you can get back to running the business.
Free consultation · No obligation · Available Monday–Friday, 8:00 AM – 7:00 PM ET · Serving businesses nationwide
Everything you need, under one roof.
Bookkeeping
Accurate, triple-checked monthly financials, with the reports and metrics that actually matter.
Get Your Books In OrderCost Segregation
Turn your real estate into accelerated depreciation and significant near-term deductions.
Claim Your DeductionsFractional CFO
Budgets, forecasting, and fundraising support for when the stakes rise.
Get Expert Guidance