Accounting Financial Consulting
Confidential
Jan. 2023 - Dec. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their work ethic and communication are impressive."

Oct 17, 2024

Owner & Managing Member, New Day Excavating LLC

William Smothers

Construction
Oakfield, Georgia
1-10 Employees
Online Review
Verified

Cultivate CPA PC provides financial consulting and accounting services for an excavation and demolition company. The team manages the client's tax filing and assists them in devising business growth strategies.

Thanks to Cultivate CPA PC's efforts, the client has minimized their tax liability and grown their business. The team is available and responsive to needs. Cultivate CPA PC leads a collaborative process to ensure a successful partnership. Their work ethic and communication skills are unique.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner/Managing Member of New Day Excavating LLC

Describe what your company does in a single sentence.

We offer excavation and demolition services!

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cultivate CPA PC to accomplish?

Too handle our tax filing
Too help us understand as a business how to grow

SOLUTION

How did you find Cultivate CPA PC?

Referral
Other

Why did you select Cultivate CPA PC over others?

Pricing fit our budget
Good value for cost
Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

They have been instrumental in keeping me compliant with the tax code and they handle all of my accounts.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to minimize our tax liability while also growing our business.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were available and or responded in a timely manner to our needs.

What was your primary form of communication with Cultivate CPA PC?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Their work ethic and communication are impressive

Are there any areas for improvement or something Cultivate CPA PC could have done differently?

Not as far as I'm concerned

RATINGS

5.0

Features	Small $5,000 /total	Medium $10,000 /total
2 Year Tax Plan
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans	–
Core Strategy Implementation	–	–
Quarterly Estimated Payments	–	–
Quarterly 1-on-1 Review of Tax Position	–	–

Small $5,000 /total
2 Year Tax Plan
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans	–
Core Strategy Implementation	–
Quarterly Estimated Payments	–
Quarterly 1-on-1 Review of Tax Position	–

Medium $10,000 /total
2 Year Tax Plan
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans
Core Strategy Implementation	–
Quarterly Estimated Payments	–
Quarterly 1-on-1 Review of Tax Position	–

Large $20,000 /total
2 Year Tax Plan
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options
TCJA, FFCRA, CARES, ARP COVID Relief Bill Review For Liability Minimization
Review Tax Policy Proposed Pre-Law Changes And Make Recommendations
IRS & Court Case References Support Positions
Advanced Tax Strategies for $100k+ Tax Savings Integrating Wealth, Investment, & Business Plans
Core Strategy Implementation
Quarterly Estimated Payments
Quarterly 1-on-1 Review of Tax Position

Cultivate CPA PC

Build Value. Increase Profits. Save on Taxes.

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

Cultivate CPA PC Reviews

Accounting & Financial Consulting for Demolition Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Tax Planning to Reduce Your Tax Bill by $20k-$1mm+

Small

Medium

Large

Locations (1)

Cultivate CPA PC

Build Value. Increase Profits. Save on Taxes.

1 Locations

Services

Focus

Industries

Clients

Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Reviews

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

Cultivate CPA PC Reviews

Accounting & Financial Consulting for Demolition Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Packages

Tax Planning to Reduce Your Tax Bill by $20k-$1mm+

Small

Medium

Large

Location

Locations (1)

Contact

Connections