Business Details
30 Years
experience
Trusted Tax and Accounting Services in Newark, DE
At Cornerstone, CPA, we combine decades of professional experience with personalized service to deliver strategic financial solutions. Our firm, established in 1996, specializes in tax planning, preparation, and QuickBooks consulting, serving individuals and businesses with the expertise honed through top-tier accounting firms and extensive industry practice. We prioritize client education, ensuring every client understands their financial landscape while benefiting from proactive tax-saving strategies.Our commitment to excellence is reflected in our certifications, including Certified Public Accountant (CPA) and QuickBooks ProAdvisor designations, and our dedication to staying ahead of evolving tax laws. We pride ourselves on building long-term relationships rooted in trust, transparency, and tailored support, ensuring clients receive both technical precision and actionable insights to optimize their financial health.
Services
Tax Preparation
Tax Planning
QuickBooks Setup
QuickBooks Training
QuickBooks Online
QuickTune-up
QuickAnswers
Tax Consulting
Client Portal Access
Financial Calculators
Details
- Year established: 1996
Highlights and features
- We offer over 25 years of experience in tax planning and accounting.
- Our team provides personalized attention and expert QuickBooks setup.
- Certified professionals ensure compliance and strategic savings.
- We prioritize client education and long-term financial strategies.
- Proven track record with small businesses and individuals.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
What people say
Personal service
Knowledgeable
Thorough professional
Fast experience
Expert in her field
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, ensuring adherence to federal and state regulations. Our process identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive clear explanations of their filings and strategic advice for future planning.
Tax Planning
Our proactive tax planning identifies opportunities to reduce liabilities through legal deductions, credits, and structuring. We analyze financial situations annually to align strategies with long-term goals, ensuring clients anticipate obligations and optimize savings.
QuickBooks Setup
We configure QuickBooks software to match business needs, including chart of accounts, payroll, and inventory management. Our setup ensures accurate financial tracking from day one, with staff training to maintain organized records for tax and operational efficiency.
QuickBooks Training
We provide customized QuickBooks training for business owners and employees, focusing on features relevant to their operations. Training sessions address real-world challenges, improving proficiency in day-to-day accounting tasks and reporting.
Tax Consulting
Our tax consulting services address complex financial scenarios, offering tailored advice on compliance, restructuring, and optimization. We collaborate with clients to develop sustainable strategies that align with evolving personal and business objectives.
People
Wendy Hassiepen
CPA, Owner
Wendy Hassiepen, a Certified Public Accountant with over 25 years of experience, founded Cornerstone CPA after working at a Big Four firm. She specializes in tax strategy and QuickBooks consulting, blending technical expertise with personalized client service.
Questions
What services does Cornerstone CPA offer?
We specialize in tax planning, preparation, QuickBooks setup/training, and financial consulting for individuals and businesses.
Do you work with small businesses?
Yes, we provide tailored accounting solutions for small businesses, including tax compliance and QuickBooks optimization.
Are you available for remote consultations?
Yes, we offer virtual meetings and secure client portal access for document sharing and collaboration.
How do you stay updated on tax laws?
Our CPA actively teaches tax updates nationally and participates in professional networks to ensure compliance expertise.
What areas do you serve?
We primarily serve Newark, DE, with virtual services available for clients nationwide.
Can you help with QuickBooks setup for beginners?
Yes, we guide clients through QuickBooks installation, configuration, and training for seamless financial management.
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