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WHO WE ARE

Magista Advisory

We support business owners who want more than just reports. Our work starts with clean, reliable bookkeeping and extends into advisory support that helps you use your numbers to make real business decisions. 


Instead of reacting at tax time or guessing what’s safe to spend, we review and interpret your financials, highlight what needs attention, and guide conversations around cash flow, taxes, and next steps. Our approach is practical, calm, and focused on reducing surprises so you can move forward with confidence. 

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WHAT WE DO

Tax Planning & Strategy

Bookkeeping & CFO Services

Tax Planning & Strategy

  •  Personal and business tax planning
  • Corporate tax structuring 
  • Tax-saving strategies and deductions

Tax Compliance & Filing

Bookkeeping & CFO Services

Tax Planning & Strategy

  • State and local tax filings
  • Payroll tax compliance
  • Sales and use tax compliance
  • Individual and corporate tax return preparation

Bookkeeping & CFO Services

Bookkeeping & CFO Services

Bookkeeping & CFO Services

  • Virtual CFO services
  • Financial statement preparation
  • Business loans readiness 
  • Monthly bookkeeping and financial reporting

Business Tax Advisory

Business Credit Advisory

Bookkeeping & CFO Services

  • Business succession planning
  • Business Automation
  • Business loan advisory 
  •  Mergers & acquisitions tax advisory 
  • Entity selection (LLC, S-Corp, C-Corp, etc.)

Business Credit Advisory

Business Credit Advisory

Business Credit Advisory

  • Business Credit Building
  • Credit Assessment & Reporting
  • Credit Compliance and Best Practices

Business Loans

Business Credit Advisory

Business Credit Advisory

  • Loan Application Assistance
  • Loan Packaging
  • Credit Readiness Evaluation
  • Alternative Financing Advisory

Payroll Services

  • Payroll Processing 
  • Do-It-Yourself with Support 
  • Done-For-You  Full-Service 
  • Filing tax forms  
  • Managing direct deposits 

Business Formation Packages

  • Starter Formation
  • Smart Compliance 
  • Pro Advisory   

Are You Paying the IRS More Than You Should?

 

Most Entrepreneurs Are, Without Even Knowing It.
​

If you’ve never had a seasoned tax strategist audit your business, you could be losing tens or even hundreds of thousands of dollars in overpaid taxes.

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HOW WE DO IT

 

We start by listening. Before looking at numbers, we take the time to understand your business, your challenges, and the decisions you’re trying to make. Our goal is to give you straight answers in plain language — no jargon, no pressure — so you feel confident engaging with your financials instead of avoiding them.

From there, we work with you throughout the year by maintaining clean books and reviewing your numbers regularly. We don’t just deliver reports; we help you interpret what’s changing, what matters, and what decisions deserve attention. This proactive approach helps you stay ahead of cash flow and tax surprises and make informed choices that support the long-term health of your business.

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Magista Advisory

3675 Crestwood Pkwy, Suite 400, Duluth GA 30096, USA

(678) 400-3232

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