A Few of the Companies
We've Supported from the Start
Noman Meghani
"Very Professional and knowledgeable CPA. Nash and his team go above and beyond to understand their customer to achieve goals. Highly recommended."

With Criterion, you get a dedicated team of financial experts, backed by cutting-edge software that streamlines communication with your team.

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    Advisory & Tax Services for Professional Services

    • Tax Planning & Strategy
    • Financial Management & Planning
    • Compliance & Regulatory Guidance
    • Practice Valuation & Growth Advisory
    • Payroll & Compensation Structuring
    • Tax Preparation & Filing
    • Retirement & Succession Planning
    • Estate & Wealth Planning
    • Risk Management & Insurance Advisory
    • Project Financing & Cost Management

    Advisory & Tax Services for Tradespeople

    • Tax Planning & Strategy
    • Financial Management
    • Compliance & Regulatory Support
    • Job Costing & Project Management
    • Payroll & Compensation Planning
    • Tax Preparation & Filing
    • Equipment & Vehicle Financing
    • Retirement & Succession Planning

    Advisory & Tax Services for Medical Professionals

    • Tax Planning & Strategy
    • Financial Management & Planning
    • Compliance & Regulatory Guidance
    • Practice Valuation & Growth Advisory
    • Payroll & Compensation Structuring
    • Payroll & Compensation
    • Tax Preparation & Filing
    • Retirement & Succession Planning
    • Estate & Wealth Planning
    • Risk Management & Insurance Advisory
    • Project Financing & Cost Management

    Real Estate Services

    • Tax Planning & Strategy
    • Real Estate Transaction Advisory
    • 1031 Exchange Services
    • Property Tax Consulting
    • Cost Segregation Studies
    • Real Estate Investment Trust (REIT) Advisory
    • Real Estate Partnership Taxation
    • Financial Forecasting & Budgeting
    • Compliance & Regulatory Advisory
    • Estate & Succession Planning