Accounting Digital Asset Management Fractional CFO Services
Confidential
Jan. 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their expertise within the detailed cryptocurrency tax realm was a relief, and the culture of the firm is impressive."

Nov 14, 2024

Product Manager, Product Management Company

Anonymous

Other industries
Austin, Texas
1-10 Employees
Online Review

Millan and Company, CPAs provides tax and accounting services for a product management company. The team is responsible for the client's tax planning, bookkeeping, and cryptocurrency tax-related tasks.

Millan and Company, CPAs has helped the client reduce their tax liability by 20% and streamline their bookkeeping and BOI reporting requirements. The team is proactive in communication and provides a clear project timeline. They also have a responsive approach and is helpful in tracking documents.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Product Manager of a consulting company

Describe what your company does in a single sentence.

Product Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Millan and Company, CPAs to accomplish?

Cryptocurrency Tax
Tax Planning
Bookkeeping

SOLUTION

How did you find Millan and Company, CPAs?

Online Search

Why did you select Millan and Company, CPAs over others?

High ratings
Great culture fit
Good value for cost
Expertise re: crypto tax

How many teammates from Millan and Company, CPAs were assigned to this project?

2-5 Employees

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

I have been appreciative of the level of communication and approachability that the team at Millan & Co hold themselves to. Their professional guidance throughout the year makes for a nearly turn-key process and experience. I would highly recommend them to fellow colleagues.

RESULTS & FEEDBACK

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

Significantly reduced tax liability by 20% with Section 179(d) write-offs. Streamlined bookkeeping and BOI reporting requirements.

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

The team was proactive in communications and provided a timeline in which all milestone dates were met ahead or on time.

What was your primary form of communication with Millan and Company, CPAs?

Virtual Meeting

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

Their expertise within the detailed cryptocurrency tax realm was a relief, and the culture of the firm is impressive.

Are there any areas for improvement or something Millan and Company, CPAs could have done differently?

Nothing in particular, they have been very responsive and the client portal they offer has been helpful in tracking numersous documents.

RATINGS

5.0

Millan and Company, CPAs

Full-service CPAs & Consultants | Austin, TX

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