Innovate Advisors LLC

Innovate Advisors is a CPA firm that delivers forward-thinking accounting, tax, and financial advisory services. We specialize in helping individuals and small businesses make smarter financial decisions. Tax Services • Individual tax preparation (1040s) • Business tax prep (LLCs, S Corps, C Corps, Partnerships) • Cryptocurrency tax reporting (Form 8949, DeFi/NFTs) • Stock trader tax reporting (Day traders, 1099-B) • Real estate tax strategy (1031 exchanges, rentals, depreciation) • Tax planning & projections • IRS audit support & representation • State & local tax compliance • Back taxes & amendments Business Services • Business entity selection & formation (LLC, S Corp, C Corp) • EIN & state registrations • S Corp elections & compliance • New business consulting • Annual filings & compliance checks • CFO or controller-level advisory Specialty Services • Crypto & NFT accounting • Real estate investment tracking • Short-term rental (Airbnb) accounting • Stock options/RSU tax planning • Self-employed/freelancer tax optimization • Multi-state tax filings • Trust and estate tax filings Advisory & Planning • Year-round tax strategy • Retirement planning tax impacts • Business budgeting & forecasting • Profitability analysis • Exit or succession planning