CPA+Apps+Experience = Customer Success
AICPA – PCPS, CAQ Member Firm
Industries We Serve
Alt. Investment Hedge Funds & Private Equity, Professional Services, Real Estate, Tech Start-Up and California Cannabis
Established in 1995 after Jordan S. Zoot left Arthur Andersen where he was a Tax Partner. The firm has extensive experience concentrated in Hedge Funds/Private Equity, Real Estate, Professional Services, Tech Start-Ups and CA Cannabis.
Partners and Directors
- Jordan S. Zoot, CPA has a national reputation for pass-thru entity [partnership, LLC, and S-Corp] taxation, real estate transaction structuring and cash flow driven waterfall structures.
- Samuel E. Levinson, CPA has extensive experience with REIT structures, inbound foreign investment, and transactional tax advisory work.
- Diana Halenz, CPA has been serving clients small business and healthcare clients for over twenty-five years.
Apps and Tools
- Google Cloud, G Suite, G Suite – Education, Chrome Management & Devices, Google Partner – SEO & Analytics
- Microsoft CSP Silver Partner – Microsoft Middle Market O365 and Cloud Platform
- Xero Cloud Accounting Gold Partner & Cloud Integrator
- Regulatory Compliance – HIPAA, FINRA, FERPA,Sec. 17(a)(4), eDiscovery and any other requirements.
- Professional Services Platform for CPA, Legal & Consulting Firms
- Cutting-edge technology from a CPA firm – member PCPS, CAQ, CPEA
- Extensive Expertise & Experience with the Cannabis Industry in California
- Nationally recognized for Pass-thru Entity Taxation [Partnership, LLC and S Corp]
Take a tour of our Evanston, IL [Chicago] Headquarters
We are not “bean counters” or MSP Geeks, we are professional services firm in the one firm tradition of Arthuplus where the sum of the parts is greater than the whole.
Jordan has been described by a long time client as
“He is scary smart like the 001% brilliant mad scientist brilliant. He is usually three steps ahead of everyone else in the room having figured out the business process, he will usually say something that telegraphs he understands, but will ask a question just to test whomever created the idea. He processes tax strategies out faster than I can blink my eyes, and I swear he has the damn Code memorized. His tenacity is boundless like a Jack Russell on crack.
Warning Label – for all the goodattributes be warned he has the attention span of a small sea animal, the spirituality of a cobra, and the gravitas of a belt sander.”
- aBIZinaBOX Web Store
From Our Blog
Cannabis Practice Group
- Cannabis Practice Group
- Frequently Asked Questions [FAQ’s] – Cannabis
- Client Support Portal
- Accounting Services for Cannabis Businesses
- Income Tax Compliance for Cannabis Businesses
- California Cannabis Resources
Industries We Serve
CPA Professional Services
- CPA Professional Services
- Technology Consulting
- Google Cloud – G Suite, Chrome, Android
- Xero Accounting – and Add-On Market Place