Forza Tax & Advisory

The CPA relationship you’ve been looking for.

Choose Personal or Business to see the Forza service designed around your needs.

For individuals & families Personal White-glove Form 1040 preparation with direct CPA care from document upload through filing. For restaurant operators Business One accountable CPA relationship for accounting, tax, compliance, and CFO advisory.

Restaurant CPA services

Retain Forza. The financial side is handled.

Forza is built for restaurant and food-and-beverage operators who want one firm to own the accounting, tax, compliance, and advisory relationship—not another provider they have to manage.

Quarterly compliance relationship

Forza Compliance

For restaurant owners who already use ADP, Paychex, Gusto, or another payroll provider and want Forza to handle the quarterly financials, KPI reporting, sales-tax filings, and annual tax returns.

Quarterly bookkeeping and account reconciliations
Sales-tax preparation and filing
Annual business income-tax return
One owner Form 1040
Quarterly restaurant KPI review
Year-end tax planning and coordination
Secure client portal
Routine CPA support

Keep your existing payroll provider. Let Forza handle the books, quarterly reporting, sales-tax filings, and annual business and personal tax returns.

Designed to work alongside the client’s existing payroll provider. Forza does not process payroll or prepare payroll-tax returns under this package, but reviews payroll reports and filed returns for consistency with the books and annual tax filings.

Book a Forza Compliance Call

Complete finance relationship

Forza CFO Advisory

Your outsourced restaurant finance department—built for owners who want the work coordinated, monitored, and translated into better decisions throughout the year.

First-month onsite onboarding when appropriate
Monthly bookkeeping and close
Payroll coordination and oversight
Sales-tax preparation and filing
Business and owner tax returns
Restaurant KPI and margin reporting
Food-cost, labor, and vendor analysis
Cash-flow and tax projections
Owner compensation guidance
Strategy meetings and proactive recommendations
Priority CPA access
Additional CPA review and technical perspective

One partner-led relationship for the complete financial picture—without building an internal accounting and finance department.

Book a CFO Advisory Call

What the retainer changes

You stop coordinating providers.

Forza organizes the work, keeps the deadlines moving, and remains accountable for the complete financial function. You no longer have to chase a bookkeeper, payroll company, tax preparer, and advisor to understand what is happening.

Based in New Jersey and serving clients nationwide, we travel onsite when it materially improves the engagement and helps us understand the operation behind the numbers.

Personal tax services

A white-glove tax experience built around you.

You do not need to own a restaurant or run a business to work with Forza. Personal clients receive direct CPA involvement, careful preparation, clear explanations, and a final review before anything is filed.

Upload documents securely

Organized onboarding

Complete a concise organizer and upload your documents through the secure client portal.

CPA preparation and review

Forza prepares the federal and state returns, follows up on missing information, and reviews the completed work carefully.

Final review meeting

We explain the return, answer questions, discuss withholding and estimates, and make sure you understand what is being filed.

Approve and file

Sign electronically and receive a complete digital filing package after submission.

The Forza difference

Not another transaction. A firm that takes ownership.

The value is not only in completing the work. It is in knowing who is responsible, receiving clear guidance, and having a CPA relationship designed to make your financial life easier.

Business clients

One firm for the complete financial function.

Restaurant owners retain Forza so they can stop managing disconnected providers and focus on operating the business.

Before

Multiple providers, scattered information, late surprises, and no single person accountable for the full picture.

With Forza

Accounting, tax, compliance, reporting, and advisory coordinated through one partner-led CPA relationship.

The result

The financial side is organized and handled, with clear information available when the owner needs to make a decision.

You operate the restaurant. Forza owns the financial work.

Personal clients

Professional care from upload through filing.

Personal clients receive a thoughtful, secure process—not a rushed seasonal appointment or a return they do not understand.

Before

Upload documents, wait, sign where instructed, and receive little explanation or ongoing relationship.

With Forza

Direct CPA involvement, careful review, clear communication, and a final meeting before the return is filed.

The result

You know what was filed, why it was filed, and who to call when the next tax question comes up.

Your return is prepared, reviewed, explained, and handled with care.

About Forza

A CPA firm built by a restaurant family.

I’m Niko Panagiotou, CPA. My family has owned and operated restaurants throughout the United States and Europe. Food and beverage is not simply a niche we selected—it is the business our family knows firsthand.

That background shapes how Forza serves restaurant clients: we understand the pressure behind payroll, food cost, vendors, margins, sales tax, cash flow, and the constant decisions placed on an owner.

Forza is based in New Jersey and works with clients across the country. Personal-tax clients receive the same direct attention, careful review, and long-term relationship—whether or not they own a business.

Partner-ledNiko remains the primary client relationship and accountable point of contact.

Collaboratively reviewedExperienced CPAs provide additional technical perspective when it strengthens the work.

Invested in the clientWe take the time to understand the situation before giving advice.

“Our clients should feel that Forza is genuinely in their corner—not only completing the work, but helping them make stronger decisions.”

Niko Panagiotou, CPA Partner, Forza Tax & Advisory

Start with a conversation

See what the right CPA relationship can change.

Book a free consultation or securely upload documents if you are already a client.

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