Who We Help

Are you a business looking for reliable and expert financial guidance? At Leal CPA, we specialize in providing personalized solutions to fit your unique needs, whether you’re local to Atlanta or managing your finances remotely.

Hablamos español. We proudly offer services in both English and Spanish to support our diverse community.

How It Works

We start with a free initial consultation to understand your needs. Our rates are clear—choose from hourly or fixed pricing, with no hidden fees. From the beginning, we’ll guide you through every step of your financial journey with transparency and care.

Tax

Tax Preparation

Through proactive strategies, clear communication, and active partner engagement, we streamline tax preparation while building defensible support files for lenders and the IRS. Beyond standard filings, we handle cleanup and corrections so your returns tell a consistent, accurate story.

  • Amendments - We correct prior filings and document changes for clear, defensible outcomes.
  • Inventory & COGS Corrections / Method Changes - §471/§263A reviews, book-to-tax tie-outs, and Form 3115 with §481(a) adjustments when a method change (or catch-up) is the right fix.
  • Late Filings - We bring prior years current, resolve notices, and establish a clean path forward.

Tax Advisory

We design tax-efficient structures and provide exam-ready support for complex areas—so your CPA, lender, or regulator can review with confidence. Plans are practical, documented, and aligned to your goals.

  • Consultations - Practical guidance on entity choice, multi-state, equity comp, and transaction planning.
  • Cost Segregation (Coordination) - Engineer-backed studies translated into depreciation schedules (MACRS, §168(k), §179, QIP), fixed-asset roll-forward, and tie-outs to your return.
  • Crypto & Digital Assets Support - Wallet/exchange aggregation, cost basis & 8949 exports, on-chain reconciliation, and wallet ownership letters / policies to support your return (not investment advice).
  • R&D Credits (Form 6765) - Eligibility mapping, QRE quantification (wages/supplies/contract research), narratives, and an audit-ready binder your preparer can file.
  • S-Corp Election Advice - When and whether to elect, reasonable compensation, and payroll impacts.
  • Tax Planning & Strategy - Year-round estimates and projections to minimize surprises and optimize cash taxes.
  • §382 Ownership Change Studies - We analyze whether an ownership change has occurred under IRC §382 and calculate the resulting annual NOL limitations.

Audit / Assurance

401(k) / Employee Benefit Plan Audits

  • By employing proactive communication, practical approaches and extensive partner involvement, we ensure an effective employee benefit plan audit that is ERISA-compliant (limited or full scope) and meets DOL and AICPA requirements.

409A Attestations
(AT-C 215 / AT-C 205)

  • We offer CPA attestation services on third-party 409A valuations (e.g., Carta), including:

    ● Agreed-Upon Procedures (AUP) or Examination engagements

    ● Verification of key inputs, methodology selection (Backsolve, OPM, PWERM), and critical re-computations

    ● Assessment of book-value floors when required by foreign tax authorities

CPA Letters / Confirmations & AUPs

  • Our experienced team serves as a trusted resource for navigating the complexities of attestation and agreed-upon procedures engagements. At Leal CPA, we help clients recognize the value of expert guidance when making critical business decisions.

    We will provide a streamlined report with the facts and data requested under the agreed-upon procedures to ensure your team has access to the information it needs regarding your financial reporting and controls.

Financial Statements

From thorough audits to comprehensive reviews and compilations for your financial statements, we provide clarity in your financial statements while ensuring full regulatory compliance.

  • Financial Statement Preparation & Compilation - Our compilation services convert your accounting data into clear balance sheets, income statements, and cash flow statements, enabling you to effectively communicate monthly, quarterly, or annual financial results to management, shareholders, and other key stakeholders.
  • Financial Statement Review - We analyze your financial data using ratio analysis and industry benchmark comparisons, and collaborate with your accounting team to review processes and procedures, determining if any adjustments to your financial statements are needed.
  • Financial Statement Audit - Our team assists in ensuring your financial statements are free from material misstatements and fully compliant with GAAP standards. We conduct audits of management reporting systems, internal financial reports, reconciliations, and supporting schedules.

System & Organization Controls (SOC) Reporting Services

Your clients rely on you to protect the private and sensitive data they share. At Leal CPA, we are committed to delivering a thorough and detailed report on your system and organizational controls, providing the assurance your clients need.

  • SOC Readiness - We assess your environment against the SOC 2 Trust Services Criteria, identify gaps, and provide a prioritized remediation roadmap.
  • SOC Remediation Support - Hands-on help refining policies, implementing controls, and organizing evidence so you’re audit-ready. (Independence note: if we assist with readiness/remediation, the SOC examination must be performed by an independent CPA firm for that period, or we can examine a later period when independence is restored.)
  • SOC Examinations (Type I & Type II) - Independent SOC 2 reports performed under AICPA attestation standards (AT-C 205), covering control design (Type I) and operating effectiveness (Type II).

Advisory & Accounting Support

Our priority is always you and your unique needs. By keeping that focus, we’re driven to dive deeper—gaining a clear understanding of your business, your industry’s nuances, and your stakeholders’ priorities. We take a proactive approach, offering guidance to help you tackle challenges and identify new opportunities. Ultimately, our goal is to help you move forward with confidence in the strategic decisions you make. Services we offer include:

  • Cap Tables - Investor-ready cap tables, option pool sizing, and Carta/Shareworks import support
  • Due Diligence for Acquisitions - Financial, tax, and operational diligence to validate EBITDA, working capital, and key risks
  • ERP / Accounting System Support - Selection, implementation, and integrations with sound controls (QuickBooks + BI)
  • Fractional Controller/CFO - Stabilize close, reporting, cash flow, and unit economics with part-time leadership
  • Fund Accounting & GAAP Compliance (Funds, SPVs, Real Estate) - Independent review of working financials (Excel/QBO) to ensure they’re done right before filings and investor reporting. We tie out BS/IS/CF, capital accounts and waterfalls, and align disclosures to your offering documents.
  • Forecasting, Modeling & Data Analysis - Integrated 3-statement models, 13-week cash flow, driver-based scenarios, and KPI dashboards (Planful, Power BI, Power Query, Excel, SQL, Python). Includes SBA DSCR/covenant metrics and sensitivity cases for lender packages.
  • Quality of Earnings - Buy-side and sell-side analyses that normalize earnings and explain cash conversion.
  • SBA Loan Application Support (7(a) & 504 Loans) - We help small businesses prepare bank-ready financial packages to support SBA loan applications.
  • Valuations - Clear, supportable valuations for planning, options, buy-sell, and disputes using income/market approaches and cap-table impacts. (Formal USPAP/certified opinions available on request; otherwise presented as valuation support.)
  • 409A Valuations & ASC 718 Compliance - We provide independent fair market value (FMV) determinations for common stock in accordance with AICPA SSVS guidelines, using methodologies such as Backsolve, OPM, and PWERM as appropriate.

About Us

Aldo Leal

Aldo Leal

Co-Founder | GA and IL CPA

Aldo is an accomplished CPA with a Bachelor’s in Economics and an MBA from Notre Dame’s Mendoza College, bringing an agile, Six Sigma mindset to month-end close, budgeting, forecasting, and financial reporting. He is proficient in QuickBooks, NetSuite, SAP, Microsoft Dynamics, Salesforce, Python, Excel, Google Sheets, SQL, PowerBI, and Tableau, enabling data-driven insights and strong partnerships across manufacturing, software, and financial services.

Alexi Leal

Alexi Leal

Co-Founder and General Manager

Alexi is an accomplished customer success manager with nearly a decade of experience at Relativity, where she specialized in e-discovery software, client engagement, and cross-functional collaboration to deliver optimal results. A graduate of Georgia Tech, she leverages a strong consulting background from Alvarez & Marsal to forge strategic partnerships, guide business transformations, and drive data-informed decisions.

Certifications & Licenses

Georgia CPA License

Georgia CPA
License

Illinois CPA License

Illinois CPA
License

Enrolled in the AICPA Peer Review Program

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