Business and Individual CPA Services
Services
Tax Planning & Preparation
Accurate and efficient tax preparation, helping minimize liabilities and ensure compliance.
Estate & Trust Tax Preparation
We offer plan strategies to help individuals plan for the future. Create a structure plan to help preserve and protect your beneficiaries.
Financial & Retirement Planning*
*Financial and retirement planning and investment services provided by Baker Schultz Tax and Financial.
Accounting
Recording, organizing, and analyzing financial transactions for clarity and compliance.
Bookkeeping
Accurate and precise business finances—giving you a clear picture of your business’s cash flow and financial health.
Small Business Advisory
Our experts help build your small business with informed decisions to help your strategy’s growth and improve profitability.
Tax Planning & Compliance
Accurate preparation and submission of your tax returns to comply with regulations.
Payroll
Simplified payroll management solution—offering calculations, payments, and compliance.
Forecasts & Projections
Consultation, providing informed decisions to help predict growth, manage resources, and achieve business goals.
