Business Details
Trusted Accounting & Tax Services for Visionary Businesses
At CPA Collective, we specialize in delivering tailored tax and financial solutions designed to empower visionary entrepreneurs. Our team of certified professionals, including CPAs and tax attorneys, provides comprehensive services ranging from tax preparation and accounting to virtual CFO support. We prioritize open communication, regulatory expertise, and personalized strategies to align with each client's unique business goals. With a focus on transparency and innovation, we help businesses navigate complex financial landscapes while maintaining compliance. Our commitment to fostering long-term relationships ensures clients receive ongoing support that evolves with their needs.By combining technical proficiency with a client-centric approach, we position ourselves as a trusted extension of our clients' teams. Our expertise spans business tax planning, entity selection, payroll guidance, and financial forecasting, enabling businesses to scale confidently. Through monthly fixed-fee arrangements, we offer predictable costs and continuous access to our services, eliminating the uncertainty of traditional hourly billing models.
Services
Tax Preparation
Bookkeeping
Virtual CFO
Payroll Services
Entity Compliance
Sales Tax Filing
Business Tax Planning
Financial Forecasting
Highlights and features
- We provide tailored financial solutions for businesses of all sizes
- Our team includes CPAs and tax attorneys with specialized expertise
- Monthly fixed-fee arrangements ensure predictable accounting costs
- We offer proactive tax planning and compliance management services
- Our virtual CFO services support business scaling and cash flow management
Associations and certifications
- CPA
- Enrolled Agent (EA)
What people say
Consummate professional
Trusted advisor
Clear detailed breakdown
Instrumental from beginning
Proactive support
Services
Tax Prep & Planning
Our tax specialists deliver comprehensive preparation and strategic planning for individuals and businesses. Services include federal and state returns, quarterly estimates, audit support, and entity selection guidance. Certified CPAs ensure compliance while optimizing tax positions through year-round planning and deadline management.
Virtual CFO
We provide executive-level financial oversight through outsourced CFO services. This includes cash flow management, financial forecasting, KPI analysis, and bank relationship support. Our experts help scaling businesses make data-driven decisions while maintaining regulatory compliance and operational efficiency.
Bookkeeping
Our bookkeeping solutions cover month-end closing, financial statement preparation, and QuickBooks management. We maintain accurate records using GAAP standards, ensuring real-time financial visibility. Services scale from sole proprietors to complex businesses requiring detailed financial reporting.
Payroll Services
We handle complete payroll processing including ADP setup, employee onboarding, tax filings, and compliance reporting. Our services ensure accurate wage payments, tax withholdings, and adherence to evolving labor regulations while minimizing administrative burdens.
Entity Compliance
We manage business license renewals, sales tax registrations, and state filings. Services include Statements of Information, 1099 processing, and regulatory compliance maintenance to ensure businesses operate legally while avoiding penalties and administrative issues.
People
Laura Schneider
Retired Founder
Former COO and CPA with expertise in tax planning, business entity selection, and virtual CFO services. Pioneered client-centric accounting approaches that remain foundational to CPA Collective's methodology.
Matt Wilson
Tax Attorney
Partner and tax attorney specializing in business transactions, tax resolution, and compliance strategies. Provides legal expertise for complex tax issues and corporate structuring.
James Patterson
CPA Partner
Certified public accountant with deep experience in tax preparation, financial statements, and GAAP accounting. Focuses on delivering accurate, compliant solutions for business clients.
Angie Karstens
Virtual CFO
CPA managing outsourced CFO services, specializing in QuickBooks implementation, auditing, and financial process optimization for growing businesses.
Elizabeth Carey
Virtual CFO
Enrolled agent providing outsourced financial leadership with expertise in corporate tax compliance, QuickBooks systems, and business financial planning.
Questions
What accounting services does CPA Collective offer?
We provide tax preparation, bookkeeping, virtual CFO services, payroll support, entity compliance, and financial forecasting tailored to business needs.
How are CPA Collective's pricing plans structured?
Our monthly fixed-fee plans start at $79/mo for tax services and $899/mo for bookkeeping, with predictable costs and no hourly billing.
What makes CPA Collective different from traditional accountants?
We combine CPA expertise with proactive advisory services, offering virtual CFO support and personalized financial strategies as an extension of your team.
Do you support business owners outside California?
While based in California, our virtual services support clients nationwide through digital collaboration tools and remote financial management.
What tax services do you provide for new businesses?
We assist with entity selection, LLC setup, tax filings, payroll guidance, and compliance strategies specifically for startups and growing businesses.
