Arvo Tech, a Columbus, OH-based creator of a tax strategy solution for small businesses, raised $2.5M in Series A funding.
The round was led by Bandon Partners with support from existing investors.
The company intends to use the funds to expand its strategic partner program, continue to develop its tax credit platform and assist small businesses with the implementation of an overall tax strategy.
Led by President Terracina Maxwell, Arvo Tech provides a tax strategy solution that helps small businesses make confident financial decisions. It provides a holistic approach that brings together the ability to develop and document a tax strategy with tax credit management.
Arvo’s tax credit support includes:
- Assessing qualification.
- Ongoing monitoring.
- Completing IRS forms.
- Ongoing IRS audit support.
Backed by its recent acquisitions of full-service accounting firms, Arvo empowers clients to develop comprehensive and personalized tax plans by assisting them with vital components such as:
- Planning: the company develops a comprehensive tax plan that addresses topics including timely financial reporting, organizational structure, tax incentives, retirement plans, accounting methods and transition planning.
- Preparation: the company identifies and organizes all necessary bookkeeping documents, financial reports, applications, etc.
- Monitoring: the company tracks progress toward meeting tax strategy goals throughout the year
- Filing: the company ensures compliance with IRS regulations with the confidence that results from a smart tax strategy
FinSMEs
17/07/2024