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genomeg

Fintaxe

@genomeg
5.0(2)

CPA and CIA Fractional CFO Tax and AML Compliance

United States
English
About me
CPA and Certified Internal Auditor, owner of Fintaxe Financial Services LLC in Baltimore, MD. I prepare individual and business tax returns (1040, 1120-S, 1065, Schedule C), handle tax planning, IRS notices, and year-end cleanup, and provide fractional CFO services: bookkeeping, financial statements, cash flow, and QuickBooks Online. I also build BSA/AML compliance programs for money services businesses and use AI automation to speed up reporting and tax workflows. Current CFO engagements span fintech, healthcare, and childcare. AICPA PCPS member.... Read more

Skills

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genomeg
Fintaxe
Offline • 
Average response time: 1 hour

See my services

Bookkeeping
I will cleanup and catch up your quickbooks online account as a CPA
From$195 / projectMore details
Tax Returns
I will file your taxes by the october 15 deadline as a CPA
From$225 / projectMore details

Work experience

Fintaxe_Financial Services

Owner and Fractional CFO

Fintaxe Financial Services

Jan 2021 - Present • 5 yrs 8 mos

Run a Baltimore-based CPA practice serving individuals and small businesses with tax preparation (1040, 1120-S, 1065, Schedule C), tax planning, IRS notice resolution, bookkeeping, and financial statements. Serve as fractional CFO for clients in fintech (money services business), healthcare, and childcare, covering cash flow, monthly close, reporting, and QuickBooks Online. Design and maintain BSA/AML compliance programs for money transmitters. Build AI-driven automation for tax and reporting workflows.

2 Reviews
5.0

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Rating Breakdown
  • Seller communication level
    5
  • Recommend to a friend
    5
  • Service as described
    5
1-2 out of 2 Reviews
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    brittany_writes

    US

    United States

    5

    Thank you so much! Great communication, everything delivered as expected, and most importantly amazingly quality! I highly, highly recommend and look forward to working together again!

    $50

    Price

    Helpful?
    Yes
    No
    N

    newlife2000

    US

    United States

    5

    Fantastic, detailed accounting and business plan was offered from this EXCELLENT SELLER. Literally brought my colleagues to tears. This man literally broke-down the accounting blueprint concerning the finance nuisances of event planning finance. Please use this SELLER great service. Excellent accounting, event management and booking service. Promise you!!

    $50-$100

    Price

    Helpful?
    Yes
    No