Tax Preparation & Planning
Shawn Clagg CPA

Our CPA Services 

Our family-owned accounting service has been serving the community for the last 25 years. We provide both personal and business tax and accounting services.

Compliance

  • Taxes: Personal and Business
  • Knowledgeable Local Sales Tax
  • CFO Services

Management

  • Bookkeeping: manage daily transactions
  • Payroll: Outsourced to a local provider
  • Planning: Reporting and advice to support success

Advisory

  • Reporting: Help directors make informed decisions
  • Capital Fundraising: Advice on seeking equity to help grow your business

Q: When should I contact an accountant?

A: As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax structure and operations, along with target pricing and profit margins.  

Q: What are my options for raising money?

A: Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!  

Schedule A Consultation

Q: How can I know which accountant is right for me?

A: Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"