Business Details
48 Years
experience
Your Trusted Accounting Partner in Pittsburgh & Sarasota, FL
Established in 1978, R.D. Hoag & Associates has built a reputation as a trusted accounting firm serving Carnegie, Pittsburgh, and Sarasota, FL. Our team of certified public accountants specializes in delivering tailored financial solutions, including tax planning, business accounting, and CFO services. We prioritize personalized communication and responsiveness, ensuring clients receive strategic guidance aligned with their unique needs. Our expertise spans tax preparation, audit support, and QuickBooks management, helping individuals and businesses optimize financial outcomes. We remain committed to adapting to evolving regulatory requirements, such as the 2025 transition to electronic federal tax payments, to ensure client compliance.With decades of experience, we combine technical proficiency with a client-centric approach to foster long-term financial success. Our services extend to estate planning, payroll tax resolution, and IRS representation, addressing complex financial challenges. We emphasize transparency, ethical practices, and proactive financial strategies to empower informed decision-making. By maintaining a deep understanding of local and national tax landscapes, we position ourselves as a reliable partner for both individuals and businesses. Our dedication to continuous improvement and client education underscores our mission to deliver value-driven accounting solutions.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Services
CFO Services
Business Valuation
Estate Planning
Payroll Tax Solutions
Non-Profit Accounting
IRS Payment Plans
Details
- Year established: 1978
Highlights and features
- We have over 45 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to individual client needs.
- We ensure compliance with evolving federal tax regulations, including electronic payment requirements.
- Our services include IRS audit representation and resolution of payroll tax issues.
- We offer strategic CFO services for business growth and financial optimization.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Expertise
Personalized approach
IRS resolution success
Long-term reliability
Proactive advice
Services
Tax Planning
Our tax planning services analyze financial situations to develop strategies that minimize tax liability while ensuring compliance. We work with individuals and businesses to create customized plans aligned with long-term financial goals. By staying current with tax code changes, we help clients optimize deductions and credits effectively.
IRS Audit Representation
We provide expert representation during IRS audits, advocating for clients to resolve disputes and reduce penalties. Our team prepares documentation and communicates directly with tax authorities to ensure fair outcomes. This service includes audit defense for both individual and business tax returns.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support to streamline business accounting processes. We tailor software configurations to client needs and provide guidance on financial reporting and payroll management. This service helps businesses improve accuracy and efficiency in financial operations.
CFO Services
We deliver strategic CFO services including cash flow management, financial forecasting, and business planning. Our experts help organizations make data-driven decisions to enhance profitability and long-term growth. This service is ideal for businesses needing high-level financial guidance without hiring a full-time executive.
Payroll Tax Solutions
We resolve payroll tax issues including back taxes, liens, and wage garnishments. Our team works with businesses to establish payment plans and ensure future compliance. This service helps companies avoid penalties while maintaining operational continuity through proper tax management.
Questions
What tax services do you offer for individuals?
We provide tax preparation, retirement planning, and strategies to minimize tax liability for individuals.
Do you assist businesses with IRS compliance?
Yes, we offer audit representation, payroll tax solutions, and business tax planning to ensure compliance.
How do you handle QuickBooks accounting services?
We provide setup, training, and ongoing support to optimize QuickBooks for business financial management.
What payment methods are accepted for federal taxes?
Federal payments must be made electronically via direct deposit, credit/debit cards, or EFTPS after September 30, 2025.
Can you help with business succession planning?
Yes, we offer strategic succession planning to ensure smooth transitions for business owners.
