Business Details
22 Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Steven Ziegler, CPA has dedicated over two decades to mastering the intricacies of accounting and tax management for service-based businesses. Our firm specializes in eliminating cashflow obstacles for MedSpa entrepreneurs and similar service providers through streamlined, affordable solutions. With experience spanning roles from staff accountant to CFO in both private and public sectors, we bring a wealth of practical knowledge to every client engagement. Our approach combines hands-on CPA expertise with outsourced controller services, offering year-round financial guidance without the burden of high hourly rates.We prioritize actionable insights, honest communication, and technology-driven efficiency to help businesses reduce costs, maximize profits, and achieve long-term stability. Our team delivers customized bookkeeping, tax planning, and advisory services tailored to the unique needs of each client, ensuring accurate financial reporting and strategic decision-making support. By handling complex accounting tasks and IRS resolutions, we enable business owners to focus on growth while maintaining compliance and financial health.
Services
Bookkeeping
Tax Preparation
Business Advisory
Payroll Services
IRS Resolution
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of CPA experience in service-based business accounting
- Our team provides outsourced controller services with personalized advisory support
- We implement proactive tax planning strategies to legally reduce liabilities
- Year-round bookkeeping ensures timely financial insights for better decision-making
- Proven track record of resolving complex IRS and tax compliance issues
What people say
Knowledgeable CPA
Responsive and efficient
Handled complex cases
Tax time made easy
Outstanding customer service
Services
Bookkeeping
Custom bookkeeping solutions ensure accurate financial tracking for growing businesses. We handle weekly transaction recording, bank reconciliations, and financial statement generation to provide real-time insights. Our systematic approach eliminates errors and delays, enabling data-driven decisions while maintaining compliance with regulatory requirements.
Tax Preparation
Professional tax preparation services cover federal and state returns for individuals and businesses. We identify legal deductions and credits to minimize liabilities while ensuring compliance. Our CPA-led team handles complex filings and provides strategic planning to optimize refunds and reduce future tax burdens through proactive analysis.
Business Advisory
Outsourced controller services deliver strategic financial guidance for long-term growth. We offer budgeting, cash flow analysis, and KPI tracking to improve operational efficiency. Our advisory team helps businesses implement systems that reduce costs by up to 40% while enhancing profitability through data-driven recommendations.
IRS Resolution
Specialized IRS dispute resolution services address back taxes, audit representation, and penalty abatement. Our CPA navigates complex tax code to negotiate settlements and installment agreements. We provide audit defense and compliance solutions to resolve issues while minimizing financial impact on businesses and individuals.
Payroll Services
Comprehensive payroll processing includes tax filings, direct deposits, and regulatory compliance. We manage federal and state reporting requirements while integrating with accounting systems for seamless financial tracking. Our services eliminate penalties through timely submissions and provide employers with real-time access to payroll records and reports.
People
Steven Ziegler, CPA
CPA
Certified Public Accountant with 20+ years of experience serving MedSpa and service-based businesses. Expert in bookkeeping, tax strategy, and financial advisory services. Committed to delivering cost-effective solutions that improve cash flow and long-term business sustainability through personalized client support.
Questions
Do you work with businesses outside the MedSpa industry?
Yes, we serve various service-based businesses including marketing agencies, HVAC companies, plumbing services, and professional service providers.
Why choose your services over our current accountant?
We offer customized solutions at competitive rates with hands-on CPA oversight, proactive tax planning, and year-round financial support to maximize savings.
Why prioritize bookkeeping outside tax season?
Year-round bookkeeping identifies operational issues early, improves cash flow management, and provides accurate data for strategic business decisions.
How do outsourced bookkeeping services benefit us?
Outsourcing saves 40% on average while ensuring accredited professionals handle financials, reducing risk and improving decision-making accuracy.
Can you help with backlogged bookkeeping?
Yes, we offer project-based bookkeeping catch-up services to resolve historical financial records and establish current compliance.
