Nelson A.

ALVAREZ & BROWN CPA GROUP Certified Public Accounting Firm — Tax, Audit, and Transaction Advisory Licensed CPA firm in Florida and Massachusetts. Member of the American Institute of Certified Public Accountants (AICPA). Authorized to prepare and file federal and multi-state tax returns. WHAT WE DO We provide CPA-level tax, audit, and advisory services for businesses, investment entities, and high-income individuals. Our work is designed to hold up under investor, lender, and regulatory scrutiny. We are typically engaged when accuracy, structure, and defensibility matter. CORE SERVICES Audit & Assurance: Financial Statement Audits GAAP Audits (Public & Private Company) CPA Reviews (Reviewed Financial Statements) CPA Compilations Attestation Engagements SOC 1 Reports SOC 2 Reports Internal Control Evaluations Investor & Lender-Ready Financials Tax Services: Corporate Tax Returns (C-Corp, S-Corp) Partnership Tax Returns (Form 1065, SPVs, Funds) Individual Tax Returns (High-Income / Complex) Multi-State Tax Compliance & Apportionment K-1, K-2, K-3 Reporting Tax Planning & Structuring Act 60 Accounting: Financial Statement Preparation Audit-Ready Financials Book Cleanup & Catch-Up Work GAAP Conversions Transactions & Advisory: Financial Due Diligence Quality of Earnings (QoE) M&A Transaction Advisory Acquisition Support Investor Reporting SPECIALIZED EXPERIENCE Investment funds, SPVs, and multi-entity structures Multi-state and cross-border tax considerations Businesses preparing for audits, capital raises, or sale Situations requiring CPA-reviewed or CPA-audited financials CLIENT PROFILE We work with: Operating businesses ($1M–$50M+) Investment entities and syndicates Founders, operators, and investors Clients preparing for audits, diligence, or financing Most clients come to us when: Prior work was incorrect or incomplete Financials need to be audit-ready A CPA is required for third-party reliance (bank, investor, regulator) HOW TO START Send a brief overview including: Entity type and structure Revenue range States involved Services needed (audit, review, tax, etc.) We will respond with a clear scope and next steps.