Income Tax & Private Wealth Advisory
Whether its financial planning, portfolio management or tax advice we are here every step of the way.
Put your business finances on autopilot through process design and automation.
New Mantra : Finance goes real time. Decision making shouldn’t be hostage to the close calendar. Periodic reporting will no longer drive operations and decisions. Many finance cycles today are limited by technology and data processing limitations.
Income tax aversion could provide for a short stay at the Nantucket Hotel. Income tax evasion could provide for a short stay at Graybar Hotel. Let us help you with the former. The tax law is complex and recent reform has made that more so. We’ll create a strategy for you and your business.
Finance applications and micro-services will challenge traditional ERP. As this unfolds, spreadsheet data will be replaced by visually rich information that is intuitively accessible and easy to use. Understanding how these new applications & services work together will be the key to streamlining process and delivering insights. Empower your work force to be connected and re-imagine enterprise collaboration.
Certified Partner with Google, Microsoft and QuickBooks
We have developed strategic alliances with enterprise class service providers to enable virtually unlimited business solutions across cloud migration to workplace productivity and collaboration to application development.
What They’re Saying
Cloud9 has been a trusted advisor for my small business since 2016. Most recently, C9 helped evaluate the impact of recent tax reform (Tax Cuts and Jobs Act) on my company’s projected operations, including the corporate tax rate reduction and pass-through reforms. C9 provided me with insight and analysis tailored to my operating plans, and allowed me to make an educated decision on tax elections and other operating strategies going-forward. C9’s advisory has been instrumental in our planning for key business decisions in 2020 and beyond.
Working with C9 is a refreshing experience. I would recommend them to any business owner looking to strategically navigate any complex business decisions.Brian HarrahyPresident, FHA Preservation Group
Chad is an A player who works smart and hard to produce the best results of himself and everyone around him. He’s a pleasure to work with and see excellent things for Cloud9’s future!! A++Mark Eliot
I've worked with the folks at Cloud9 Advisory for over 3 years now and I've always been very impressed by the suite of services they offer my business. They're always available, very friendly and most importantly they know their stuff. Very satisfied.William DeVitoFounder & CEO CRMD, Inc.
I called Cloud9 Advisory to reconcile my books for the year and to set them up so they are streamlined moving forward. They did everything I asked and more. They added their own thoughts/advice/practices which were things I wasn’t even thinking about and were extremely knowledgeable in regard to taxes in many different areas of business. Easy to work with and A+ advice and guidance. Highly recommend.Jon LawlessOwner, Vault Properties