Business Details
37 Years
experience
Your Trusted CPA Partner in Lake Mary
We are a Lake Mary-based CPA firm with over 35 years of combined experience in tax, accounting, and business consulting. Our team provides tailored financial solutions for small businesses, startups, and individuals, specializing in tax planning, IRS representation, QuickBooks integration, and outsourced CFO services. We prioritize proactive strategies to minimize tax liabilities, ensure compliance, and enhance business growth.Our founder, Dean Hall, combines CPA expertise with certified QuickBooks proficiency to deliver innovative financial management. We focus on building long-term client relationships through transparency, personalized service, and a deep understanding of diverse industry needs.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
QuickBooks Setup
Details
- Year established: 1989
Highlights and features
- 35+ years of combined experience in tax and accounting services
- Customized financial strategies for small businesses and startups
- Stress-free tax preparation with IRS audit representation
- Certified QuickBooks ProAdvisor with tailored software solutions
- Free initial consultation to address client-specific needs
What people say
Professional and knowledgeable CPA
Stress-free IRS audit representation
Effective QuickBooks integration
Personalized tax strategies
Reliable financial guidance
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We leverage advanced software to identify deductions and credits while minimizing audit risks. Clients receive personalized guidance to optimize refunds and comply with federal/state regulations. Our expertise covers complex scenarios including multi-state filings and business entity structures.
IRS Audit Representation
We provide expert IRS audit representation to protect clients during tax examinations. Our team handles all communication, documentation, and negotiations with tax authorities. Services include back tax resolution, lien/levy removal, and offer-in-compromise strategies. Our goal is to achieve favorable outcomes while minimizing financial exposure and stress for businesses and individuals.
Small Business Accounting
Comprehensive accounting solutions for small businesses include monthly bank reconciliations, financial statement preparation, and general ledger maintenance. We offer cash flow analysis, payroll integration, and customized reporting to support informed decision-making. Our services ensure accurate financial records that align with tax planning and growth objectives for startups and established companies.
QuickBooks Services
Certified QuickBooks ProAdvisor services include software setup, data migration, and staff training. We optimize QuickBooks for payroll integration, expense tracking, and financial reporting. Our support ensures businesses maximize efficiency through customized workflows while maintaining compliance with accounting standards and tax requirements for improved operational performance.
Outsourced CFO Services
We provide strategic financial management for growing businesses through outsourced CFO services. This includes budgeting, cash flow analysis, profitability assessments, and tax-saving strategies. Our team offers guidance on business valuations, succession planning, and financing options to help clients achieve long-term growth while maintaining financial control and accountability.
People
Dean Hall
CPA and Founder
Dean Hall is a certified public accountant with 20+ years of experience serving small businesses and individuals. He specializes in tax strategy, QuickBooks integration, and outsourced CFO services. Dean holds multiple QuickBooks certifications and has helped clients across diverse industries achieve financial success through customized solutions.
Questions
What tax services do you offer for small businesses?
We provide tax preparation, planning, IRS audit defense, payroll tax compliance, and entity selection for small businesses. Our services focus on minimizing liabilities and ensuring regulatory compliance.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, data migration, and customized training for businesses. Our certified ProAdvisors ensure proper implementation and staff proficiency.
Do you offer outsourced CFO services?
Yes, our outsourced CFO services include financial strategy, budgeting, cash flow analysis, and business consulting for growing companies needing expert financial oversight.
How do you handle IRS audit representation?
We manage all aspects of IRS audits, including documentation preparation, communication, and negotiation to achieve favorable resolutions while minimizing client stress.
What accounting services are included in your packages?
Our accounting services include bank reconciliations, financial statement preparation, general ledger maintenance, payroll integration, and customized reporting for small businesses.
Is there a free consultation available?
Yes, we offer a free 1-hour initial consultation to discuss your tax, accounting, or business needs and determine how we can best assist you.
