Business Details
Your Trusted Partner for Accounting & Tax Solutions
Our firm provides exceptional accounting and financial services rooted in three core principles: professionalism, responsiveness, and quality. With years of experience serving clients in Mount Washington, KY, we combine expertise and personalized attention to deliver tailored solutions for individuals, executives, and businesses. Our team prioritizes continuous education to maintain technical excellence while fostering trust through transparent communication. We specialize in tax preparation, financial planning, payroll services, and business accounting, ensuring clients receive accurate, timely advice to make informed decisions.By handling complex financial tasks, we empower clients to focus on their core goals, whether growing a business or securing personal financial freedom. Our commitment to quality is reflected in our meticulous attention to detail, from reconciling accounts to resolving IRS issues. We pride ourselves on responsiveness, offering accessible consultations and customized services like QuickBooks setup and payroll management. As a locally rooted firm, we understand community needs and strive to build lasting relationships by consistently exceeding expectations.
Services
Tax Preparation
Financial Planning
Payroll Services
Business Accounting
QuickBooks Services
Highlights and features
- We offer personalized accounting services tailored to individual and business needs.
- Our team provides responsive support with decades of combined industry experience.
- We specialize in resolving complex tax issues and IRS-related challenges.
- We deliver customized financial planning strategies for retirement and estate goals.
- We combine local expertise with comprehensive QuickBooks setup and training.
What people say
Expertise in tax resolution
Personalized financial strategies
Responsive support
Local community focus
IRS audit help
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, ensuring compliance while maximizing deductions. Our expertise includes resolving back taxes, IRS audits, and payroll tax issues. Clients receive strategic tax planning to minimize liabilities and avoid future complications.
Financial Planning
Our financial planning services cover retirement strategies, college savings, estate planning, and risk management. We create customized roadmaps to help clients achieve long-term goals while addressing insurance, investment, and legacy planning needs.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting for businesses. Services include direct deposits, W-2/1099 preparation, and customized reports. Options range from full-service to online self-management with professional support.
Business Accounting
We provide monthly/quarterly accounting for small businesses, including bank reconciliations, income statements, and balance sheets. Services ensure accurate financial records, cash flow management, and support for strategic business decisions.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting. Services include software customization, data cleanup, and ongoing support to optimize financial tracking. Clients also receive discounted software purchases and time-saving tips.
People
Bass, David R CPA
CPA
Bass, David R CPA is a licensed CPA with decades of experience serving Mount Washington, KY businesses and individuals. He specializes in tax resolution, financial planning, and small business accounting, combining technical expertise with personalized service to help clients achieve financial stability.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, business valuation, and tax planning services tailored to small businesses.
Can you help with IRS tax problems?
Yes, we resolve IRS audits, back taxes, wage garnishments, and payment plans to reduce tax-related stress for individuals and businesses.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, troubleshooting, and discounted software purchases to optimize accounting efficiency.
What financial planning services are available?
We offer retirement planning, estate strategies, college savings, and risk management to secure long-term financial goals.
Are your services available locally?
We specialize in serving Mount Washington, KY clients with in-person and virtual accounting solutions.
Do you provide free consultations?
Yes, we offer complimentary initial consultations to discuss your accounting, tax, or financial planning needs.
