Sunpointe Accounting & Tax

At Sunpointe Accounting & Tax LLC, we pride ourselves on being a safe harbor for tax and accounting services. Our online office and financial services are designed to bring our expertise directly to your business, enabling you to more actively participate in your financial management. We offer professional services at affordable rates, including outsourced bookkeeping through QuickBooks Online, secure portal to upload necessary documents, financial calculators, and tax and accounting news.

Our team of certified professionals, led by Brad C. Guerrero, Bookkeeping Manager, and Meredith A. Pratt, CPA, are dedicated to helping you manage your personal and business tax needs. With years of experience and a commitment to staying up-to-date on the latest tax laws and accounting methods, we are equipped to provide you with expert guidance and support.

Our Services

We understand that every business is unique, with its own set of financial challenges and opportunities. That's why we offer a range of accounting and tax services tailored to meet your specific needs. From tax return filing and tax planning to bookkeeping and financial statements, we have the expertise and resources to help you achieve your financial goals.

Our services include:

• Virtual bookkeeping
• Tax preparation and planning
• Financial statement preparation
• Retirement planning
• Estate planning
• Business consulting
• QuickBooks consulting and training

Our Mission

Our mission is to provide professional, personalized accounting and tax services to individuals and small businesses. We are committed to building long-term relationships with our clients, and to helping them achieve financial success and security. We strive to be a trusted advisor, providing expert guidance and support every step of the way.

Why Choose Us

At Sunpointe Accounting & Tax LLC, we are dedicated to delivering exceptional service and value to our clients. We pride ourselves on our responsiveness, professionalism, and expertise. Our goal is to help you succeed, and we are committed to doing whatever it takes to make that happen.