Business Details
19 Years
experience
Expert Accounting & Tax Services in Marietta
JoDee Bowen CPA has been providing comprehensive accounting, tax, and financial planning services since 2007. Our firm combines decades of experience in public accounting and private industry to deliver tailored solutions for individuals and businesses. We specialize in complex tax scenarios, IRS audit representation, and strategic financial planning for retirement, estate management, and business growth.Our team maintains deep expertise in QuickBooks implementation and serves a diverse clientele including clergy, international workers, and small business owners across all 50 states and multiple countries. We prioritize personalized service, leveraging modern technology to deliver accessible, reliable financial expertise whether clients are next door or abroad.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Bookkeeping Services
Payroll Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Business Advisory Services
Details
- Year established: 2007
Highlights and features
- We offer 30+ years of combined experience in public accounting and corporate finance
- Our team provides specialized tax solutions for clergy and US citizens working abroad
- We deliver IRS audit representation with proven success in reducing tax liabilities
- Our QuickBooks experts optimize accounting systems for small business efficiency
- Client reviews consistently highlight our personalized attention and professional service
Associations and certifications
- CPA
What people say
Leading firms
Personal and professional attention
Professional and responsive
Quality service
Services
Tax Preparation
We handle individual and business tax preparation with meticulous attention to maximizing deductions and credits. Our expertise covers complex scenarios including cryptocurrency accounting, international tax issues, and clergy tax matters. We ensure full compliance with evolving tax regulations while optimizing clients' financial outcomes through strategic planning.
IRS Audit Representation
Our firm provides comprehensive IRS audit representation, managing all communications and documentation. We specialize in minimizing tax liabilities during audits, handling appeals when necessary, and resolving back tax issues. With deep understanding of IRS procedures, we protect clients' interests throughout the audit process while maintaining compliance with tax laws.
Personal Financial Planning
We develop customized financial plans addressing retirement goals, estate planning, and wealth preservation. Our approach integrates tax planning with investment strategies to optimize long-term financial security. We help clients navigate complex decisions about retirement accounts, tax-efficient withdrawals, and intergenerational wealth transfer while adapting plans to changing life circumstances.
Small Business Accounting
We provide complete accounting solutions for small businesses including bookkeeping, payroll, and financial reporting. Our services cover cash flow management, budget preparation, and tax planning tailored to business needs. We help establish effective internal controls and offer part-time CFO services to support business growth and financial decision-making.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and optimization services to maximize software effectiveness. We help businesses implement proper accounting systems, generate accurate financial reports, and maintain organized records. Our support ensures clients fully utilize QuickBooks features for efficient financial management and reporting compliance.
People
JoDee Bowen
CPA
With over 30 years of experience, JoDee Bowen CPA founded the firm in 2007 after working at a major CPA firm and serving as controller for multiple corporations. She specializes in small business accounting, tax planning, and IRS audit defense, serving clients across industries. Her expertise spans financial reporting, business valuations, and QuickBooks implementation.
Richard Green
CPA
Richard Green CPA brings specialized expertise in clergy tax issues and international tax compliance. With extensive experience serving US citizens working abroad, he helps navigate complex cross-border tax requirements and reporting obligations. His practice focuses on individual tax planning and resolution of unique tax scenarios.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting services including bookkeeping, payroll, financial reporting, cash flow management, and tax planning tailored to your business needs.
Do you handle IRS audit representation?
Yes, we provide comprehensive IRS audit defense services, managing all communications and documentation to minimize tax liabilities while ensuring compliance with audit requirements.
Can you assist with QuickBooks implementation?
Our QuickBooks specialists offer setup, training, and optimization services to help businesses maximize the software's capabilities for efficient financial management.
What tax services do you provide for individuals?
We handle individual tax preparation, retirement tax planning, estate tax strategies, and specialized services for clergy and US citizens working abroad.
Do you offer financial planning services?
Yes, we provide personalized financial planning covering retirement strategies, estate planning, risk management, and wealth preservation tailored to your long-term goals.
