Services

CPA Consulting, LLC offers a diverse range of services to individuals and businesses in a variety of industries. Our one-on-one commitment to our clients allows us to understand each client’s particular needs in planning for their future and achieving their personal as well as their business goals.

Our professional services include:

Tax Return Preparation

We do more than just prepare tax returns. We assist clients with important tax planning and preparation decisions. We are knowledgeable and keep up-to-date with the ever-changing tax laws to help individuals and businesses minimize their tax liabilities.

Tax Planning

Our one-on-one commitment to our clients helps us form close client relationships that add long-term value. We offer multiple services to assist in implementing your individual and business tax planning strategies.

Some of the services we offer are:

Entity selection and restructuring

  • The business entity you choose has a significant impact on your taxes. We can assist you with choosing an entity type that is most beneficial for your business and type of industry. We can also assist with restructuring your business to provide advantageous tax strategies for the future.

Accounting software selection, implementation, and support

  • Use of accounting software is an integral of running your business and keeping track of your company’s financial and business. We can assist you on choosing and implementing the proper software for your specific business so that you get the most use out of the software and your time.

Tax projections and forecasts

  • It is very important to understand your tax obligations especially if your individual or business activities have changed. We can assist in preparing tax projections to forecast any current or future tax liabilities so that they are not a surprise to you.

Debt and finances advising

  • Purchase versus lease decisions and paying cash versus financing decisions come up all of the time, especially in business. We can assist you in choosing the most tax advantageous option for you and your business.

Mergers, acquisitions, and business succession planning

  • Are you planning on merging your business with another company, acquiring a competitor or vendor, or simply just looking to retire and pass your successful company to your heirs? If so, we’re here for you and can help answer any questions and assist you through the process. It is important to have your accountant involved in these decisions to ensure proper planning is done ahead of time.

IRS representation

  • Professional representation can be necessary during an IRS examination or audit. Our experience with tax agents enables us to guide clients in their dealings with federal and state authorities. If you received an IRS notice, the professional representation you will get from us can ease your anxiety and concerns. We are here to help you respond to the IRS and other taxing authorities. We may even be able to request penalty or interest abatement.

Accounting and Bookkeeping

Accurate accounting and bookkeeping is vital to a successful business, but we know these can also be complicated and time consuming tasks. We can help you with the day-to-day tasks of bookkeeping so that you can focus on running your business. From balance sheets and income statements to cash flow analyses, we can provide various reports to assist you in monitoring the profitability and success of your business.

Some of our services include:

  • Bookkeeping (annually, quarterly, monthly or weekly)
  • Accounting system setup and support
  • General ledger preparation
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Out-sourced Controller Services

QuickBooks Training & Support

QuickBooks can provide insightful information in the form of various financial reports. We can help you use QuickBooks more efficiently.  We have passed the certification exams by Intuit to become a certified QuickBooks ProAdvisor. We can offer on-site and remote training support along with providing useful tips and suggestions so that you can get the most use out of QuickBooks.

Payroll and Sales Tax Assistance

Payroll and sales tax compliance are vitally important in keeping your business in compliance with state and federal taxing authorities.

We can assist you with payroll setup, federal and state filings and help keep your business on track so you can focus on running your business.

Sales tax compliance is getting more and more complicated. Our extensive knowledge will help us help you determine what’s taxable and where. We can assist you in tracking sales and sales tax received as well as assist you in preparing and filing the required state and local sales tax forms.

Cryptocurrency and Coin Mining Reporting

Cryptocurrency and coin mining transactions are becoming more and more popular. However, taxpayers are often confused as to what transactions are reportable and taxable. Our knowledge of cryptocurrenies and coin mining transactions will help you understand what transactions are reportable, when they are reportable and the tax consequences of the transactions.