(3)
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 700 five-star reviews on Birdeye, Experience, and Zillow

Licensing & Credentials

CFP - Certified Financial Planner MLO - Mortgage Loan Originator Paid Preparer

Services Offered

Accounting or Bookkeeping Financial Services Tax Advising Tax Planner Tax Prep

Tax Specialties

Door to Door Sales Influencers Manufacturing Medical or Dentistry Non-Profits Online Sales or Ecommerce Real Estate RVs Restaurants Small Business

Where I Provide Services

Serve all 50 states Florida

Reviews for Avi

3 reviews

Jerra Howard

Jerra's Garden

Avi is by far the best accountant and tax advisor I have ever worked with. Before finding him, I went through several accountants who unfortunately made numerous mistakes and often left me questioning whether things were being handled correctly. From my very first conversation with Avi, I could immediately tell how knowledgeable and experienced he was. For the first time, I feel completely confident that my business accounting and taxes are being handled correctly and that I have someone I can truly trust. What I also really appreciate about Avi is that he goes beyond just accounting and taxes. He gives excellent advice when it comes to business decisions, financial planning, and preparing for retirement, and he takes the time to explain things so I actually understand them. More than anything, he genuinely cares about his clients and treats you like family. You never feel like you're just another client or number—he truly has your best interests at heart. I am incredibly glad I found Avi and his services and would highly recommend him to any business owner looking for a knowledgeable, reliable, trustworthy, and genuinely caring accountant and tax advisor.

Corey Vertz

Personal

Avi is very knowledgeable and honest! We trust him completely our taxes and finances! He is always ready & willing to answer our questions giving us solid advice on how to manage our finances and optimize growth into the future! I regularly recommend him to others I meet!

Corey Vertz

Personal

Avi is very knowledgeable and honest! We trust him completely our taxes and finances! He is always ready & willing to answer our questions giving us solid advice on how to manage our finances and optimize growth into the future! I regularly recommend him to others I meet!