Tax and Accounting Services for Small Businesses

In today's fast-paced business landscape, the realm of public accounting can be a daunting maze to navigate. At our firm, we pride ourselves on understanding the unique challenges that businesses like yours face, and we are here to provide innovative solutions tailored to meet your specific needs. Our expertise in tax planning is second to none, offering expert guidance to ensure a solid financial foundation for your company's future success.

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Beyond just the numbers, we believe that building strong relationships is the key to thriving in the professional service industry. We are committed to working closely with you to overcome any obstacles that may arise, with the same level of passion and dedication that has driven our own success. Trust us to be your partner in navigating the complexities of the professional services world, and together, we can achieve great things.

As tax laws at both the federal and state levels continue to evolve, we stay ahead of the curve by taking a proactive approach to minimize your tax burdens and maximize profits. Our team diligently stays up to date with the latest tax guidance, ensuring that you have access to the most current tax-saving opportunities available. Whether you operate locally or nationally, we deliver personalized service tailored to your specific needs.

Services

  • Tax saving strategy review
  • Proactive year-end planning
  • Entity tax structuring
  • CPA access for real time decision making
  • Review dozens of tax planning strategies for a tailored solution
  • Tax, accounting and retirement plan coordination
  • Comprehensive financial analysis
  • Seamless online file sharing for easy tax filing process
  • Audit protection
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Frequently Asked Questions

What Separates ProfitWise CPA from other Firms?

ProfitWise CPA was founded to break away from the old, outdated norms of the CPA profession. We take a big-picture approach by focusing on your entire business, not just the annual tax return. Our pricing is up front and matches the level of service you need and want. We make sure our clients understand their tax plan so everyone is on the same page from the beginning.

My CPA prepares my taxes, but I never get feedback, how does that change working with you?

Communication is key when it comes to working with ProfitWise CPA. Unlike traditional CPA services that may feel one-sided, our approach is collaborative and transparent. We prepare your taxes but we also take the time to keep you informed — offering insights and proactive strategies tailored to your financial goals. This way, you're fully informed and any questions or adjustments are addressed along the way. Working with us means you’ll always know where you stand and feel empowered in your financial decisions.

Why is being independent important to your firm?

Being independent enables us to conduct business that is in your best interest. Other CPA firms that offer services such as insurance or wealth planning can’t truly be independent. Their opinions on what is best for you and your family may not fully be in your best interest because they are also looking to sell other products and services to you. At ProfitWise CPA we give you the facts to help you truly make decisions that are right for you.

Why does ProfitWise CPA, being owned by an individual, make a difference?

ProfitWise CPA's ownership by an individual makes a significant difference. As the CPA profession undergoes big changes, many firms are being sold to private equity firms due to retiring owners. This trend can lead to a focus on profits over client value. With individual ownership, ProfitWise CPA remains dedicated to providing high-quality, personalized service without outside influence. This commitment ensures our clients receive the full value and attention they deserve, tailored to their unique needs.

Do you offshore any work?

We absolutely do not offshore any work, which means your information stays entirely within the U.S. With many firms now selling stakes to private equity and seeking cheaper labor abroad, it's a good idea to ask if your financial data is being sent overseas for preparation. At ProfitWise CPA, we prioritize both security and quality by keeping all work in-house, ensuring your information remains safe and handled by trusted professionals here.

I notice you have a monthly service agreement; do you work with anyone that doesn’t prefer that model.

We do have some clients that work with us on a traditional CPA firm pricing model.

Will you bill me hourly?

There may be circumstances requiring hourly billing but, generally, our preference is for a fixed fee approach. Typically, we do not bill hourly because we want to remove any surprises from your experience working with us.
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