Orlando, FL Meeting: Online or In-Person Offered
Language(s): English, Arabic

Avi Bastajian:

Certified Professional Tax Preparer & Main Street Certified Tax Advisor

With over 26 years of experience and consultations with more than 10,000 clients, Avi Bastajian is revolutionizing the mortgage and tax industries. Passionate about empowering individuals, families, small businesses, and real estate investors, Avi simplifies complex tax strategies and provides year-around support to optimize finances and minimize liabilities.

Based in Orlando, Florida, Avi is a Certified Professional Tax Preparer, Main Street Certified Tax Advisor. He specializes in personal and business tax returns, payroll, bookkeeping, business planning, startup guidance, IRS audit representation, and a wide range of mortgage solutions including Conventional, FHA, VA, USDA, Jumbo, Construction, Renovation, and Reverse Mortgages.

Key Accomplishments:

  • Ranked #1 in Customer Satisfaction
  • Contributed to PRMI’s ranking as one of the TOP 50 Mortgage Companies in America in 2024
  • Received Top Workplace Award in 2022 (Energage, LLC)
  • Ranked #1 Branch in 2017 & 2018 at Primary Residential Mortgage, Inc (PRMI)
  • Over 500 five-star reviews on Birdeye, Experience, and Zillow

Licensing & Credentials

MLO - Mortgage Loan Originator Paid Preparer

Services Offered

Accounting or Bookkeeping Tax Advising Tax Planner Tax Prep

Tax Specialties

Real Estate Restaurants Small Business

Where I Provide Services

Florida