It's important to work with someone who knows the industry to file your crypto taxes correctly and according to code.
Pursue a confident retirement through financial planning, investment management and estate planning with our Financial Coach.
The fastest way to put money in your pocket is to reduce your taxes with a tax strategy. Our creative tax strategies have one overriding objective – to increase your wealth.
We have a wide range of consulting services designed to improve your business planning and operations, boost efficiency and strengthen your bottom line.
A CPA can bring his or her knowledge of taxes to the table to ensure you create a proper estate plan that minimizes the taxes and maximizes the portion of your estate that will be passed down to your beneficiaries.
We offer assistance with estate planning including the creation of trusts as well as guidance regarding preparation of wills. We consult with outside attorneys selected or approved by you who are qualified to draft estate and trust legal documents while we offer our financial and tax input.
As a CPA, weoffer clients incorporation services by partnering with an online legal filing service. We help you with ensuring trust formation paperwork is done correctly and will be processed smoothly.
We handle every return as if it were our own to maximize your tax deductions. We ensure your tax return is prepared accurately and understand that the tax code is a mile wide and an inch deep.
Founder and Principal
Lorenzo Abbatiello is a CPA with over 10 years of Accounting experience and working with some of the largest companies in the world. Today with CPA Wealth Builders he prefers working with individuals and using the tax code to legally keep more of his clients' hard earned money in their hands. With family values as a personal cornerstone, a mission for the company is to maintain long-term relationships with our clients and provide exceptional service. We do this by educating them on our process and keeping up to date with the latest news that is related to the financial house.
For 10 Year Sophia was a partner at Bellevue Investment Group, a boutique firm in Newport, RI. In 2014, she sold the practice to one of the largest financial planning firms in Boston, MA. From 2014 to 2020 Sophia donated her time to wounded veterans helping them improve their finances and start-up businesses. She is still active today serving our veterans through vetshub.org, a hybrid non-profit. Today she enjoys working with small groups of clientele implementing creative ways to build financial legacy to their families, while minimizing their tax exposure.
Nicholas H. Pacheco, CLTC is a Financial Services Representative with over eighteen years of experience in the financial services and insurance industry. Fully licensed in seven states, Nicholas began serving his clients out of a sincere desire to help individuals and families plan for and attain their financial goals. He focuses his practice on efficient retirement income and legacy planning, with an emphasis on building and using tax-free wealth. His clients consider him a trustworthy, caring, and reliable expert, whose hard work and superior service leads to exceeding clients’ goals and expectations.