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Capability

Tax planning and preparation

Suppliers
11
States & provinces
9
Countries
1

11 tax planning and preparation suppliers across 9 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

Assured Financial Services provides strategic tax planning and preparation, fractional and virtual CFO services, GovCon advisory and accounting, and IRS tax resolution for government contractors, cross-border businesses, and established small to midsize companies. All work is performed in-house by a U.S.-based team, including staff with active federal security clearances, with no offshore outsourcing.

bookkeeping and accounting managementbudgeting and forecastingCAS disclosure statement preparationDCAA accounting system setup and complianceDCAA audit readinessDFARS compliance advisoryFAR Part 31 complianceFinancial Statement Preparationfractional CFO servicesincurred cost submission preparationindirect rate structure designIRS representation and negotiationplatform implementation (Deltek Costpoint, Unanet, QuickBooks Online)proposal pricing and cost volume supportvirtual CFO services

Campbell Business Solutions is an accounting and financial services firm founded in 2017 by Kennon Campbell. It has grown from a solo operation to a team of seven professionals serving small businesses, startups, and growing enterprises across industries including real estate, healthcare, e-commerce, professional services, and construction.

Bookkeepingbudgeting and forecastingBusiness formation and compliancecash flow managementCFO and advisory servicesMonth-end close and reportingpayroll processing

CWDL is a certified public accounting firm specializing in industry-specific audit, accounting, tax, and consulting solutions for highly regulated industries, particularly mortgage banking and government & education. The firm provides independent financial statement audits, tax planning and preparation, and consulting services aimed at helping organizations see beyond the numbers and make confident decisions.

401k and benefit plan auditsAML, MERS, and California DBO agreed upon proceduresaudit and assuranceCompilations and reviewsconsultingFederal single auditsForecasting and monitoringFraud and forensic examinationsIndependent financial statement auditsinternal auditsKPI dashboard design and hostinglitigation supportoutsourced accounting

Draffin Tucker is a CPA firm that supplies a full range of professional accounting services to small businesses, large corporations, individuals, government entities, not-for-profit organizations, and healthcare providers. With offices in Albany and Atlanta, Georgia, and Charleston (Mt. Pleasant), South Carolina, the firm serves clients nationwide with financial reporting, assurance, advisory, and specialized healthcare services. It has supplied these services for over 75 years.

340B risk assessments and compliance reviewsagreed-upon proceduresauditsBookkeepingCompilationsemployee benefit plan auditsFinancial Statement PreparationHRSA audit preparationinterim staffingMedicare and Medicaid cost reportingpayroll processingReviewssingle audits

DWG CPA PLLC

SUGAR LAND, TX

DWG CPA PLLC is a Texas-based full-service accounting, tax, audit, and business consulting firm located in the greater Houston area (Sugar Land, Texas). Serving small businesses, nonprofits, and entrepreneurs since 2005, it offers virtual accounting, tax planning and preparation, bookkeeping, Virtual CFO services, business advisory, and internal controls, with industry experience in construction, healthcare, real estate, and nonprofits.

audit representationBookkeepingBudgetingBusiness advisorycash flow planningFinancial forecastingfinancial modelinginternal controlsKPI trackingscenario modelingvirtual CFO services

FININT, LTD., LLC

ARLINGTON, VA

FININT Ltd., LLC is a financial advisory and investigations firm founded by Joseph F. Wheeler, CPA, CFF, CGMA, CRFAC, a 35-year accounting veteran and former CIA financial intelligence and counterintelligence expert. The firm operates two integrated divisions: Tax, Accounting & Advisory, and Forensics & Investigations. Based in Arlington, VA, it operates a virtual office model and serves clients nationwide through a global cadre model of specialists.

AML/BSA/OFAC complianceasset tracingBusiness ValuationCFIUS due diligenceChainalysis Reactor analysiscryptocurrency tracingcybersecurity complianceForensic Accountingfraud investigationinternal controls designIRS representation

Harper Business Solutions® is an accounting firm based in Raleigh, NC, serving businesses nationwide. It provides accounting, tax planning and preparation, and advisory services to help growth-stage business owners build financial infrastructure, ensure compliance, and make informed decisions. Its work follows the Reaching Beyond Numbers® methodology, beginning with a Financial Infrastructure Assessment.

Accountingadvisory and consultingfinancial infrastructure assessmentfinancial reportingPayroll coordination

HERITAGE BANK

AURORA, NE

Heritage Bank is a community bank offering personal, agricultural, and business banking services. Its offerings include checking and savings accounts, health savings accounts, individual retirement accounts, certificates of deposit, loans, credit cards, insurance solutions, wealth management, retirement plans, and realty services. The bank also provides professional services for farmers such as financial analysis and reporting, accounting, cash flow and bill paying, and tax planning and preparation.

Accountingcash flow and bill payingdigital bankingfinancial analysis and reportingrealty servicesremote deposit captureretirement planningwealth management

HOLMES CPAS

CHERRY HILL, NJ

Holmes & Company, LLC. is an accounting and consulting firm based in Merchantville, New Jersey, founded in 2008 by Charles Holmes. Its team of certified public accountants and business advisors provides audit, tax, and advisory services, taking an integrated, client-first approach built on trust, transparency, and integrity. The firm is licensed in New Jersey, Pennsylvania, and Washington, DC, and serves industries including financial services, government, IT, healthcare, and not-for-profit.

advisory and consultingauditCFO outsourcingcompliance auditsFinancial Statement PreparationForensic AccountingSOC 1 & 2 audits

Integrated Accounting Advisors (IAA) provides financial services and operational support to businesses, working as a business partner beyond traditional CPA and consulting firms. Services include virtual CFO and Controller services, tax planning and preparation, business profitability planning, full accounting department services, and bookkeeping, data entry, and coding. The company is based in Clermont, GA.

accounting department servicesBookkeepingbusiness profitability planningcash managementfinancial analysis and reportingrisk managementstrategic-planning

KEY & ASSOCIATES PC

SILVER SPRING, MD

Key & Associates is a Maryland-based tax and accounting firm specializing in government and commercial clients. It provides accounting and consultation services including financial audits, accounting/CFO services, and tax planning and preparation, with a hands-on, service-oriented philosophy committed to quality, reliability, and responsiveness.

Accounting/CFO servicesAccounting technology consultingbusiness and management consultingFinancial auditstraining and seminars

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