setapartfs.com

4.9
4.9 Based on 52 reviews

Welcome to SetApart Financial Services, your go-to partner for tailored financial solutions. As authorities in Equity Crowdfunding, Financial Statements, Tax Planning, Tax Preparation, Accounting, Business Consulting, and Financial Planning, we're committ...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.
CR34
SetApartCF for startup audits and taxes

In 2019, we needed an auditor to comply with SEC regulations for Regulation Crowdfunding (RegCF). I interviewed several firms. SetApartCF understood startups and RegCF while most of the others were more geared towards accounting or working with large, public companies. It is 2024 and we've selected SetApartCF for our audits and taxes every year. They are a pleasure to work with. Recently, we needed help getting our audit report into our RegA campaign. The SEC required us to make several revisions to our offering and the SetApartCF team was a big help accommodating the SEC's requests. I've recommended SetApartCF to my peers and I know that several are using them.

5
Date of experience: Jan 10, 2024

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • Welcome to SetApart Financial Services, your go-to partner for tailored financial solutions. As authorities in Equity Crowdfunding, Financial Statements, Tax Planning, Tax Preparation, Accounting, Business Consulting, and Financial Planning, we're committed to excellence, responsiveness, and dependability.

    Navigate Tax Planning, Bookkeeping, Accounting, Budgeting, or strategic financial initiatives with us for superior, high-quality service. At SetApart, we transform financial aspirations into realities, focusing on trust, specialized knowledge, and a commitment to your success. Join us, where success isn't just a goal but a meticulously crafted reality for businesses nationwide.See more

  • email danielle@setapartfs.com
  • call 2138142809
  • language https://setapartfs.com

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More