No surprise balance due
Quarterly projections keep your estimates in line with what the business is actually earning, so April holds no surprises.
For owners who've outgrown a once-a-year CPA
Keep more of what your business actually earns
We're Edler Zain, an M&A-focused CPA firm. We plan your taxes all year, prepare your business and personal returns, and set up a structure that fits where the business is going. So the bill in April is one you planned for.
Book your free tax planning call ↗30 minutes on your entity setup, last year's return, and where you could be saving.
An M&A-focused CPA firm
built around the deal.
200+M&A deals
$375MEnterprise value
800+Clients served
The gap that costs owners
Earning more every year, but not sure you're paying the right amount in tax?
Book your free call ↗- 01You hear from your CPA once a year, usually right before a deadline, and by then it's too late to change anything.
- 02The business has grown, but the entity setup is the same one you picked when you started, and you're not sure it still makes sense.
- 03The balance due catches you off guard every spring, and you wonder what other owners your size are doing that you're not.
- 04With the Year-Round Tax System, we plan before the year ends, so decisions get made while they can still lower your bill.
- 05When your structure fits the business, you keep more each year and the company is cleaner when it's time to sell.
“They were easy to work with, responsive, and added value on our Net Working Capital analysis and 336 election to save a ton on taxes. We're now working with them for ongoing financial and tax support as we grow the business.”
Erik FikePresident, Level 4 Ventures
BS
“We were quickly impressed with his knowledge and quality of work, so we engaged his team for ongoing bookkeeping, reporting, and tax planning. They've been instrumental in getting our financials dialed into the level of detail we couldn't achieve on our own.”
Brett SalsamendiPartner and Operator, DXDivers and Lighthouse Capital Charters
Introducing the Year-Round Tax System
The right structure pays for itself before you ever sell.
We help owners replace a once-a-year filing with a plan they use all year, so every tax decision gets made on purpose.
A structure that fits
We review your entity setup and owner pay against where the business is today and where it's headed.
Answers before you act
Ask us before a large purchase, hire, or distribution and see the tax impact while you can still change the plan.
Clean when you sell
Accurate returns and the right structure hold up in diligence, which matters when a buyer looks at your history.
How it works
Three steps to go from a once-a-year filing to a plan you use all year
REVIEW
Find what you're missing.
We review your recent returns, your entity setup, and how you pay yourself to find what's being left on the table.
“My last CPA said it wasn't worth it.”
Sometimes that's the right answer. We'll show you the numbers so you can decide for yourself.
PLAN
Set the plan before the year ends.
We build a tax plan for the year and update it each quarter with your actual numbers, so the big decisions happen on time.
“I'm not a tax person.”
You don't need to be. We bring you the decisions in plain terms and handle the rest.
FILE
File with no surprises.
We prepare and file your business and personal returns, and the result matches the plan you've already seen.
“Switching CPAs sounds like a headache.”
We'll tell you exactly what we need and when, and we can request prior-year files from your current preparer.
Tell us about your business and last year's tax bill.
30 minutes with our tax team. We'll show you where you may be overpaying and what a year-round plan would change.
About us
A CPA firm built for entrepreneurs who buy, build, and sell.
Edler Zain was founded in 2022 as an M&A-focused CPA firm for founder-owned businesses. Our team brings Big 4 backgrounds and has personally acquired businesses, guaranteed debt, and run operations.
We've worked on 200+ M&A deals, so we plan your taxes for this year's return and for the day you eventually sell.
200+M&A deals
$375MEnterprise value
800+Clients served
Big 4Background across the team
Before we talk
Common questions.
Do you handle both business and personal returns?+
Yes. The plan covers both, because the decisions you make in the business show up on your personal return.
How much could I save?+
It depends on your income, your structure, and your state, so we won't promise a number before we see your returns. The first call is where we look for the biggest opportunities.
Is it a hassle to switch CPAs partway through the year?+
No. Owners switch at all points in the year. We'll walk you through what we need and when we need it.
Who is this for?+
Owner-operated businesses, usually doing at least $1M in revenue, where the owner wants a plan instead of a once-a-year filing.
What happens on the free call?+
We'll talk through your business, your last return, and your plans for the next few years, then tell you whether the Year-Round Tax System is a fit and what the next step should be.
Your next step
Ready to stop being surprised in April?
- A tax plan for the year, updated each quarter
- Business and personal returns prepared and filed
- A review of your entity setup and owner pay
- Answers before big decisions, while they still count
Cross-border Tax Structuring
Multi-year tax deferral on the founders' equity
A venture-backed technology company acquired by an international buyer
Up to 7 yrsBefore founders owe tax on their shares
CappedFounder liability for tax claims
Pre-closePrior-year US filings corrected