Business Details
Expert Accounting and Financial Services in Jackson
For years, Torbert, Alethea D, CPA has provided quality, personalized financial guidance to local individuals and businesses. Our expertise spans from basic tax management and accounting services to in-depth financial statements and planning. As one of the leading firms in Jackson, we combine our expertise, experience, and team mentality to ensure every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring seasoned tax professionals, and strong work ethic have earned us a loyal client base.We are committed to maintaining financial viability for clients in the present while proactively addressing future goals through open communication, research, and sound analysis. Our reputation in Jacksons business community reflects our talent, responsiveness, and unwavering commitment to client satisfaction.
Services
Tax Management
Accounting Services
Estate Planning
Financial Projections
Payroll Services
QuickBooks Assistance
Debt Advising
Retirement Planning
Entity Restructuring
Bookkeeping
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to client needs.
- We guarantee timely, accurate advice with a focus on client satisfaction.
- Our staff includes certified professionals with deep local market knowledge.
- We maintain transparency and no hidden fees in all our services.
Services
Tax Management Services
We guide clients through tax planning and preparation, minimizing liabilities while maximizing cash flow. Our strategies leverage expertise in evolving tax laws to optimize opportunities for individuals and businesses. Clients receive personalized advice to align tax compliance with broader financial goals, ensuring accuracy and peace of mind.
Accounting Services
Our accounting services include bookkeeping, financial statement preparation, and system setup. We ensure accurate record-keeping and reporting, supporting informed decision-making. Startups and established businesses benefit from tailored solutions to maintain profitability and adapt to regulatory changes.
Estate and Trust Planning
We assist in creating tax-efficient estate plans to ensure smooth asset transfer and minimize liabilities. Our guidance helps individuals and businesses avoid complications during succession, aligning plans with legal requirements and client objectives.
Financial and Retirement Planning
We develop strategies for long-term financial independence, covering investment allocation, tax implications, and retirement accounts. Our focus is on achieving client goals through prudent planning and ongoing portfolio adjustments.
Payroll Services
We streamline payroll with accurate processing, tax filings, and system implementation. Our services reduce administrative burdens, ensuring compliance and timely payments while supporting business growth.
People
Jim Sorensen
Partner
Jim Sorensen brings decades of accounting expertise to Torbert, Alethea D, CPA, specializing in tax strategy and financial planning for local businesses.
Chris Flanagan
Partner
Chris Flanagan, a certified public accountant, focuses on advisory services and estate planning, ensuring clients achieve long-term financial stability.
Vicky Bott
Team Member
Vicky Bott supports the firms accounting and payroll services, delivering accurate and timely solutions to meet client needs.
Anne Marie Curley
Team Member
Anne Marie Curley specializes in tax preparation and financial reporting, providing detailed insights to individuals and small businesses.
Kris Pardee
Team Member
Kris Pardee assists with bookkeeping and QuickBooks optimization, helping clients streamline financial operations efficiently.
Questions
What accounting services does Sorensen & Flanagan offer?
We provide tax management, financial statements, payroll, bookkeeping, estate planning, and advisory services tailored to individual and business needs.
How can tax planning benefit my business?
Our tax planning identifies strategies to minimize liabilities, maximize cash flow, and ensure compliance with evolving regulations.
Do you assist with QuickBooks setup and training?
Yes, we offer personalized QuickBooks training and system optimization to improve financial efficiency.
What sets Sorensen & Flanagan apart from other firms?
Our client-centric approach, local expertise, and commitment to transparency ensure personalized, reliable financial solutions.
Can you help with financial projections and budgeting?
We create tailored financial projections and budgets to guide business decisions and enhance long-term stability.
