


Innovate Advisors
Accounting • Kennett Square, PA, United States • 1-10 Employees
Company overview
| Headquarters | Kennett Square, PA, United States |
| Website | |
| NAICS | 5412 |
| Keywords | Individual & Business Tax Preparation, Business Advisory Service, 1099-B), Cryptocurrency Tax Reporting (Form 8949, Defi/Nfts), Financial Statement Preparation & Review, Stock Options/Rsu Tax Planning, Stock Trader Tax Reporting (Day Traders, Strategic Tax Planning & Compliance |
| Founded | 2025 |
| Employees | 1-10 |
Key Contact at Innovate Advisors
Stephen Scialo
Partner/Owner
About Innovate Advisors
Innovate Advisors is a CPA firm that delivers forward-thinking accounting, tax, and financial advisory services. We specialize in helping individuals and small businesses make smarter financial decisions. Tax Services • Individual tax preparation (1040s) • Business tax prep (LLCs, S Corps, C Corps, Partnerships) • Cryptocurrency tax reporting (Form 8949, DeFi/NFTs) • Stock trader tax reporting (Day traders, 1099-B) • Real estate tax strategy (1031 exchanges, rentals, depreciation) • Tax planning & projections • IRS audit support & representation • State & local tax compliance • Back taxes & amendments Business Services • Business entity selection & formation (LLC, S Corp, C Corp) • EIN & state registrations • S Corp elections & compliance • New business consulting • Annual filings & compliance checks • CFO or controller-level advisory Specialty Services • Crypto & NFT accounting • Real estate investment tracking • Short-term rental (Airbnb) accounting • Stock options/RSU tax planning • Self-employed/freelancer tax optimization • Multi-state tax filings • Trust and estate tax filings Advisory & Planning • Year-round tax strategy • Retirement planning tax impacts • Business budgeting & forecasting • Profitability analysis • Exit or succession planning
Innovate Advisors revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Innovate Advisors has never raised funding before.
Frequently asked questions
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