FirstChoice Tax Advisors helps clients file accurately, plan ahead, and make informed tax decisions year-round. We work with individuals, small business owners, landlords, and investors who want more than basic tax filing.
Based in Rhode Island and serving clients virtually, we provide CPA-led tax preparation, planning, and advisory support tailored to your situation.
Virtual CPA firm serving clients nationwide
CPA-led tax preparation, planning, and advisory support
Focus on transparency, compliance, and long-term planning
Services
Bookkeeping & Tax Preparation
Stay compliant and keep your finances tax-ready with accurate bookkeeping and CPA-reviewed filings, from monthly books to year-end cleanup.
Monthly bookkeepingYear-end tax-ready fileQuarterly Profit and Loss and balance sheetCPA-reviewed financials
Business Growth & Tax Planning
Go beyond the numbers with strategic insight. We help you forecast cash flow, optimize profits, and build tax strategies that support long-term growth.
Get fast, accurate, CPA-reviewed tax filing — tailored to your needs. Includes cleanup for businesses behind on books or switching to QuickBooks.
Individual and business tax returnsState and multi-state filingsLate or amended returnsBookkeeping cleanupReceipt capture & tagging tools
Credentials & Certifications
CPA
Since N/A
Reviews
Rating
5
★★★★★
Reviews
6
"He was also the person who assisted me with my taxes for the last 4 years."
Frequently Asked Questions
What information do I need to provide? +
We'll need your basic business information, access to your bookkeeping system or bank data, and copies of recent tax returns if available.
How long does onboarding take? +
Most clients are fully onboarded within 1–2 weeks. Complex cleanups may take longer, but we’ll keep you updated every step of the way.
Can I upgrade or downgrade my plan anytime? +
Yes. You can adjust your plan at any time to better fit your business needs—no penalties or long-term commitments.
Are there any setup or cancellation fees? +
We do not charge cancellation fees. A one-time onboarding/setup fee may apply depending on the state of your books.
How often will I receive reports? +
You’ll receive monthly financial reports including a Profit & Loss, Balance Sheet, and general ledger summaries.
What’s included in each monthly subscription plan? +
Each plan includes core bookkeeping, financial reports, and CPA-led support. Higher-tier plans also include tax preparation, quarterly planning, and advisory services. See our pricing page for full breakdowns.
5.0
