Services Offered
Small Business Bookkeeping
Comprehensive bookkeeping services including transaction recording, financial reporting, and reconciliation to keep your business finances organized.
Tax Preparation & Planning
Expert tax return preparation and proactive tax planning strategies to minimize liabilities and ensure compliance with changing regulations.
Accounting Consulting
Personalized financial consulting to help shape your business or organization, offering insights on grants, loans, and overall financial health.
Year-End Financial Preparation
Assistance with year-end closing processes and preparation for tax season, ensuring all financial records are accurate and ready.
Personal Tax Services
Tax preparation and planning for individuals, providing tailored advice to optimize personal finances and meet tax obligations.
Reviews
5(5 reviews)
Rating Distribution
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Kate Johnson
via Google
over 3 years ago
I am a fellow accounting professional, but I focus on the bookkeeping side of things. When I need a tax expert, I know I can count on Andrea. She recently helped educate my small business bookkeeping clients all about preparing for year end to be ready for tax season. She knows her stuff. Strongly recommend, especially if you have a small business. She and her team will be an INVESTMENT, not a expense.
E
Emily Soccinovia Google
over 4 years ago
When you choose to work with Andrea, Sharon, and the Pro Tax team, your finances will thank you! They will alleviate much of the stress that comes with tax season, and you can rest assured knowing your return is in the best hands. Grateful for this team and their hard work. Would definitely recommend.
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Shannon Blattvia Google
almost 5 years ago
Andrea and her team are by far the best CPA firm I have worked with. As the owner of 4 businesses, it's important to me to have an efficient and responsive team to help me with not only tax preparation but tax planning. Knowing the in and outs of that is priceless I can't imagine trusting another firm with my stuff.
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Spike's K9 Fundvia Google
almost 5 years ago
I am the founder of Spike's K9 Fund. Andrea and her business started around the same time as we founded our non-profit. Andrea has been with us the whole time. She has helped us shape our organization, via book keeping, accounting and tax advice. She has also helped us with our personal taxes and book keeping. Andrea and her team are hard-working professionals and I consider them a part of our success as an organization. Highly recommend them for both professional and personal services.
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Jessica Rupevia Google
over 5 years ago
Andrea knows the best interests of her clients! She goes above and beyond in her business to find the best solutions to fit her clients needs. She looks at the whole financial picture and makes suggestions on how to maintain books and explains every detail. She is up to date with the ever changing grant and loan programs and will make suggestions to suit your needs. She is also very responsive with questions and is proactive in her business interactions. I highly recommend Pro Tax and Accounting!
