cAPE COD TAX & ACCOUNTING FIRM
Cape Cod based CPA firm that specializes in accounting services and tax services tailored for both individuals and businesses. Our dedicated team is committed to helping you achieve financial success with personalized solutions and professional guidance.
Services
Bookkeeping Services
Our bookkeeping services ensure that your day-to-day financial activities are organized and up to date. We handle transaction entry, categorize income and expenses, and reconcile all bank and credit card accounts monthly. This meticulous process keeps your books clean, accurate, and ready for tax services and preparation. Effective bookkeeping provides the foundational financial records that every business needs to stay organized.
For businesses lacking an in-house accountant, or for those with a bookkeeper needing extra review, we offer flexible support, including bookkeeping cleanup to rectify errors and bring your records up to standard.
QuickBooks Set-up & Clean-up
We offer a complete QuickBooks Services to ensure your book is accurate, organized, and tailored to your business needs. This setup involves establishing your chart of accounts, connecting bank feeds, adjusting system settings, and aligning your workflows with industry best practices. In addition to the initial QuickBooks setup, we provide ongoing tax services and guidance, as well as troubleshooting support, to ensure you have a reliable, real-time financial dashboard. This results in a streamlined system that minimizes rework, reduces errors, and provides the clarity you need to make confident operational decisions.
Accounting Services
Our accounting services extend beyond mere recordkeeping to deliver enhanced financial accuracy and oversight. We handle month-end and year-end adjustments, reconcile loan and financing balances, and correct errors. With our comprehensive accounting support and tax services, you receive clear, decision-ready financial information that aids in understanding performance, ensuring compliance, and confidently managing your business.
Business Tax Preparation
Individual Tax Preparation
Our responsive tax preparer handles both federal and state tax returns for various types of business entities. Our dedication to accuracy and compliance guarantees that your return is based on clean, well-organized financial data. We customize each return to fit your broader tax strategy, enabling you to maximize deductions, avoid issues, and stay ahead of filing requirements through our expert tax services.
Individual Tax Preparation
Individual Tax Preparation
Individual Tax Preparation
Our reliable tax preparer take care of the individual federal and state tax returns, focusing on accuracy, efficiency, and effective strategies to minimize your tax liability. Whether your return is simple or involves complexities such as investments, rental properties, self-employment, or multiple income streams, our tax services ensure that every detail is meticulously managed and all eligible tax-saving opportunities are thoroughly explored.
Tax Planning Service
Individual Tax Preparation
Individual Tax Preparation
We help you avoid surprises by offering tax planning services. From a quick projection that streamline the estimate of your expected tax liability before year-end; it aids in planning ahead, managing cash flow, and adjusting withholding or estimated payments, ensuring you are not caught off guard at filing time. To a more robust and strategic, focusing on reducing your long-term tax burden by evaluating deductions and credits, entity structure, retirement strategies, income timing, and major financial events on the horizon. Our tax services provide clear insight into your current-year tax position and a long-term roadmap to optimize your overall financial outcomes.