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Tailored CPAs, PC provides a wide range of services to individuals and businesses in a variety of industries. We strive to provide each client with customized, goal-oriented services in an ever-changing financial and regulatory environment. Our professional services include:

Strategic Business Planning

We focus on building client relationships that add long-term value to your business. Our assurance services will improve information quality resulting in more success for your business.

Our analysis can assure the validity of financial records; evaluate financial procedures; and develop strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analyses that can help you control costs; increase efficiency; and implement new technologies and procedures that take advantage of evolving accounting standards as well as changes in the marketplace and tax law.

Strategic services include but are not limited to:

  • Accounting software selection, implementation, and support
  • Audits, reviews, and compilations
  • Business succession planning and implementation
  • Business valuations
  • Debt and financing advice
  • Entity selection and restructuring
  • Financial projections and forecasts
  • Mergers and acquisitions
  • Transaction structuring and negotiations

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions. Our strategies focus on minimizing your tax liabilities, maximizing your cash flow and keeping you on track to achieve your financial goals. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. You can rely on our expertise, experience, analyses and thorough research to optimize the financial opportunities to be found in existing as well as recently altered tax laws.

Business Valuation

There are many factors that contribute to the perceived value of a business. Business valuation is essential for estate planning, compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs (Employee Stock Ownership Plans). The range of reasons for valuing businesses continues to broaden, and our in-depth analysis can help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Our certified valuation analysts (CVAs) can guide you toward making confident business decisions.

QuickBooks Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, set-up and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Tailored CPAs, PC offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup. We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup.


Our QuickBooks support service can assist you with any installation, setup or operational assistance you might need. In addition, our support can also provide accounting and payroll assistance.


Many companies have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. Our QuickBooks review service ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Cash Flow and Budgeting Analysis

To a business entity, cash flow is something that can make or break the business's ability to survive. Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you analyze your spending, re-balance your budget and/or debts to optimize cash flow. We can also help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. If you change your business structure in the future, we can re-evaluate the budget plan to ensure that you are still operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as:.

  • Accounting system setup and support
  • Bookkeeping (Monthly, quarterly, or annual)
  • Cash flow budgeting and forecasting
  • Corporate tax planning and return preparation
  • General ledger and financial statement preparation
  • Payroll processing
  • Personal financial statements
  • Tax Planning

Audits, Reviews, and Compilation

Our financial statement services comprise all three levels of assurance depending on your company's needs.


Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors and ascertain the validity and reliability of your information.


Reviews provide limited assurance to outside interests. Reviews involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out-plan for disbursing their estate in order to avoid complications and be sure your wishes are followed. We can work with your legal counsel to be certain that your taxes and estate are thoroughly and carefully planned, so that your loved ones won't have to deal with unnecessary complications during a time of loss.

Financial and Retirement Planning

We can help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation; investment performance monitoring; college education funding; retirement plans; insurance; and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio encompasses tax implications for an advantageous after-tax return. The road to retirement is shorter than you think, and we can help you to take the proper steps to attain your goals.

Litigation Support and Forensic Accounting

Our litigation support and forensic accounting services can be employed in a wide range of situations including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training, we can make sense of your records and transactions and get to the bottom line.


Accurate recordkeeping is essential to a successful business but it can also be complicated and time consuming. We can assist with your bookkeeping organization and day-to-day tasks, so that you can focus on your core business.

Entity Selection and Restructuring

The type of business entity you select has a significant impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on which entity type to choose, and recommend subsequent restructuring as your business evolves. With our knowledge and expertise, you can be confident that you have the most advantageous entity type for the functions your business performs.

IRS Representation

If you are chosen for an audit, the professional representation you can find with our firm will put your worries at bay. Professional representation is vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are ready and willing to answer any and all questions the IRS or other governmental agencies may be asking of you.

Computer Consulting

As technologies continue to catapult forward, companies constantly need to update their computer systems. We can audit your system competencies, assess the need for upgrades, and assist you in choosing and implementing new hardware or network systems. As experts in this field, we can work with your budget to untangle your computer problems and improve your computer system's performance.

Payroll Services

Our payroll services will reduce the time spent on payroll administration. We can develop and implement computerized payroll systems that will facilitate processing, timely payment, the preparation of tax returns, and train your personnel to use them. Or our highly trained staff can provide these services for you.

Employee Benefits

Choosing and administering benefit plans for your employees is often a complex process. We can help you choose, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees while reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to its success.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Forecasting for the future is imperative to your company's success. We combine expertise, experience and a gained understanding of your business to produce sound financial projections that can help you manage your business plan and spending. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. We tailor our work to your company, with a range of options from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs. Whether you're buying, selling, or considering a potential merger, we can provide professional expertise to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our invaluable advice, you can make the right business decisions for optimum success.

Debt and Finance Advising

For both personal and corporate situations, our professionals can assist you in sorting out the different options available for debt management and financing. Even if you are able to handle the payments and the amounts of your current debts, our capabilities may be able to save you money, lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in savings through tax deductions.

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