Leadway Advisors designs personalized strategies that maximize savings, protect wealth, and accelerate financial growth for business owners, real estate investors, high-income earners, founders and investors.
Schedule a FREE ConsultationWith senior CPAs/CAs and cross-border expertise across the US, UK and Australia, Leadway Advisors creates tax-efficient structures aligned to each client’s goals. The firm goes beyond filings by optimizing entity selection, real-estate strategies, quarterly planning, bookkeeping, audit-ready compliance and forward-looking advisory.
Built on consistent results, expert guidance, and long-term relationships with clients across all 50 states.
Monthly close, reconciliations, AR/AP, payroll workflows, cleanup, catch-up, management reporting, KPIs, dashboards and variance insights.
Business structure planning, growth strategy, financial forecasting, scenario planning and investment analysis.
Tax return preparation, multi-state compliance, IRS audit support and quarterly tax estimates.
Workflow analysis, process automation, financial controls, team training and operational improvement.
Enterprise-grade infrastructure, cybersecurity, cloud, data center and managed IT services designed to help organizations modernize, secure and scale their technology environment.
Precise filings with strategic planning to minimize liabilities, maximize savings and ensure compliance.
Proactive planning to analyze income, investments and business activity to reduce tax liability and improve structure.
Automation, integrations and real-time dashboards to improve accuracy, save time and support better decisions.
If you are an investor at any stage, you need to know about tax advantages. Leadway Advisors helps investors deploy effective tax strategies and save money.
★★★★★ Mark Lopez — Seasoned Real Estate Investor
Tax Strategist, CPA
20+ years of experience in US taxation and wealth preservation strategies.
Technology Head
20+ years of experience in technology implementations and business strategy.
Finance Expert, CA & CPA
10+ years of experience in finance, accounts and finance controllership.