Top Startup CPAs: Essential Accounting Services for New Ventures

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Top Startup CPAs: Essential Accounting Services for New Ventures

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Wondering why your startup needs a CPA? Startup CPAs offer essential tax, financial management and compliance services, ensuring your business avoids financial pitfalls and that you stay out of IRS trouble. This article outlines the important accounting services they provide to help your startup thrive.

Key Takeaways for Startup CPAs

  • CPAs are important for startups as they provide crucial services like bookkeeping, tax preparation, and financial reporting, which help ensure regulatory compliance and accurate financial management.
  • Specialized CPA services, including cap table management and tax planning, address unique challenges faced by startups and enhance their financial health and operational efficiency.
  • Implementing best practices such as GAAP compliance, regular audits, and utilizing accounting automation tools significantly improve transparency, investor relations, and overall financial stability for startups.

What is Startup Accounting?

Startup accounting refers to the specialized financial management and accounting services designed specifically for startups and early-stage companies. This branch of accounting involves managing financial transactions, preparing financial statements, financial reporting, and providing strategic financial advice to help startups make informed decisions and achieve their growth goals.

Startup accounting firms offer a comprehensive range of services, including bookkeeping, tax preparation, financial modeling, and strategic financial advice. These services are tailored to meet the unique needs of startups, ensuring they maintain financial health, comply with regulations, and optimize their financial performance.

By leveraging the expertise of startup accounting firms, new ventures can manage the complexities of financial management and focus on scaling their business.

Why Startups Need CPAs

Managing the financial world of a new business is challenging for every startup founder. CPAs, along with an outsourced accounting firm, provide accounting services and strategic financial advice that are key to startup success. CPAs, with their expertise in tax services, financial management, tax compliance and financial modeling, ensure startups adhere to regulatory standards, avoiding potential penalties or legal issues. This builds a foundation of trust and reliability that is important to founders, investors and key employees.

CPAs also help startups maintain accurate financial reporting, essential for informed decision-making and investor confidence. Accurate financial statements are vital for operations and investor relations, ensuring transparency during venture capital due diligence.

Personalized support from CPAs helps startups overcome financial challenges and prepares them for financial scrutiny.

Why Good Accounting Matters for Startups

Financial health is essential for startups as it plays a pivotal role in managing finances effectively, making informed decisions, and achieving growth objectives. Accurate financial statements and timely financial reporting enable startups to track their progress, identify areas for improvement, and make data-driven decisions.

Effective accounting practices help startups manage their cash flow, reduce financial risk, and increase their chances of success. Moreover, good accounting is crucial for startups seeking venture capital funding or planning to go public, as investors and stakeholders require transparent and reliable financial information.

By maintaining robust accounting practices, startups can build a solid financial foundation, enhance investor confidence, and pave the way for long-term success.

Key Accounting Services for Startups

Accounting firms provide a variety of accounting services tailored for startups, including financial reporting, bookkeeping, tax preparation, CFO services and financial modeling. Professional bookkeeping ensures accurate record-keeping and financial transparency, while tax preparation services help startups comply with complex tax regulations, identify potential tax credits and stay out of IRS trouble.

Bookkeeping Services

Bookkeeping services are vital for startup accounting, ensuring accurate records and effective management of financial activities. A bookkeeper’s primary focus is processing and recording financial transactions, ensuring on-time vendor payments, accurate payroll, and payroll taxes. This attention to detail helps startups stay organized and keep their financial house in order.

Bookkeeping best practices for startups includes the use of reliable software like QuickBooks Online. This software facilitates the efficient management of accounts receivable and payable, balance sheets, and income statements, ensuring that all financial data is accurate, up-to-date and in accordance with professional accounting standards. Such practices enhance financial transparency and prepare startups for potential audits and investor scrutiny.

Tax Preparation

Tax services help startups to stay out of IRS trouble and legally minimize tax, either for the business or for its founders. A startup tax accountant can provide specialized expertise in handling tax returns and ensuring compliance as the company grows. Startups must file annual taxes, including federal and state income tax filings, and may also need to handle specific filings like the Delaware Franchise Tax. CPAs manage these tasks, reducing the stress of filing and ensuring tax compliance with all requirements.

Accounting firms also help startups identify and claim various tax credits, such as the R&D tax credit, by documenting eligible expenses and following proper procedures. Tax credits and tax minimization will help startups to maximize funds available for growth.

Financial Reporting

Regular financial reporting enables startups to make informed decisions and maintain strong investor relations. Understanding the difference between cash accounting and accrual accounting is crucial for accurate financial reporting, as cash accounting only records transactions when cash is exchanged. Customized financial reports aid startups in analyzing financial data, supporting strategic planning and operational efficiency. These reports include critical documents like income statements, balance sheets, and cash flow statements, which provide a comprehensive overview of the startup’s financial health.

Financial reports often include Key Performance Indicators (KPIs), which management uses to evaluate performance of the organization and make appropriate decisions.

Regular financial reporting fosters transparency and accountability, helping startups build trust with investors and stakeholders. Accurate and timely financial reports are crucial for startups aiming to secure funding. In a competitive business environment, the ability to present clear and credible financial data can make all the difference in attracting and retaining investors or lenders.

Financial reporting is also the basis for tax return preparation. Taxes cannot be prepared until the financial reports are complete.

Specialized CPA Services for Startups

Beyond standard accounting services, CPAs and accounting firms offer a range of specialized services tailored to meet the unique challenges faced by startups, including managing financial transactions. These services include assistance with cap table management, stock options, 409A valuations and entity choice.

Cap Table Management

A cap table, short for capitalization table, is a detailed spreadsheet that outlines the equity ownership stakes in a startup. It includes information on the company’s shareholders, the types of shares they hold, and the percentage of ownership each stakeholder has. Managing a cap table becomes increasingly complex with multiple rounds of investment.

Effective cap table management ensures accurate equity distribution during fundraising rounds. The stakeholders of the organization will use the cap table to obtain up-to-date information regarding their ownership stakes.

Maintaining an accurate and up-to-date cap table is crucial for startups to manage equity distribution, comply with regulatory requirements, and provide clear information to potential investors. Effective cap table management helps prevent ownership disputes and ensures that all stakeholders have a clear understanding of their equity positions, especially as the company grows and undergoes multiple rounds of investment.

Your lawyer, CPA and accounting firm will likely assist with the preparation, maintenance and review of the cap table.

Cap Tables with Multiple Rounds of Investment

In the initial stages of a startup, the cap table is straightforward, typically listing the founders and their respective ownership percentages. However, as the startup raises funds through various investment rounds (e.g., Seed, Series A, Series B), the cap table evolves to reflect the new investors and the dilution of existing shareholders’ ownership.

Each investment round introduces new shares, which affects the ownership percentages of existing shareholders. For example, if a startup issues new shares to raise capital, the total number of shares increases, thereby diluting the ownership percentages of the existing shareholders. The cap table must accurately record these changes to ensure transparency and clarity for all stakeholders.

Moreover, the cap table tracks the conversion of convertible notes and the exercise of stock options. Convertible notes are a form of short-term debt that converts into equity, usually during a future financing round. When these notes convert, the cap table must be updated to reflect the new equity distribution.

Stock Options

Stock options are part of the cap table. They are used by management of the start up to incentivize employees by allowing them to purchase shares at a predetermined price. This enhances staff retention and aligns the interests of key employees with the company’s success. A formal stock option plan helps startups attract top talent by giving employees a stake in the company’s future.

When employees exercise their stock options, the total number of shares increases, further diluting the ownership percentages of existing shareholders.

Your accounting firm will compute the tax implications relating to the issuance and exercise of stock options.

409A Valuations

409A valuations help startups determine the fair market value of their stock options and ensure tax compliance. A proper 409A valuation sets the stock option exercise prices, which is crucial for avoiding tax penalties for both the startup and its employees. This valuation process involves a detailed analysis of the startup’s financial health and market position, providing a basis for stock option pricing.

409A valuations are generally performed annually by a valuation firm. CPA firms use these valuations for purposes of tax returns and financial reporting.

Entity Choice

Choosing the appropriate business structure is crucial for startups. The choice of entity, whether a C Corporation, S Corporation, LLC, partnership or sole proprietorship, significantly influences a startup’s tax efficiency and ability to attract investors.

Founders should ask their accounting firm to run financial projections for their start up, based on different net income assumptions using different entity types.

Choosing the Right Accounting Firm

Choosing the right accounting firm is critical for startups, as it can significantly impact their financial management and prospects for growth. Startups should seek an accounting firm with experience working with early-stage companies, understanding their unique needs and challenges. The firm should offer a range of services tailored to startups, including bookkeeping, tax preparation, financial modeling, and strategic financial advice.

Additionally, the accounting firm should have a team of experienced accountants and financial advisors who can provide valuable insights and guidance. When selecting an accounting firm, startups should consider factors such as the firm’s reputation, pricing, and customer service to ensure they receive the best support for their financial needs.

Accounting Firm Certifications and Credentials

When selecting an accounting firm for your startup, it’s essential to consider their certifications and credentials. A reputable accounting firm should have professionals with relevant certifications, such as Certified Public Accountant (CPA), Certified Management Accountant (CMA), or Certified Financial Analyst (CFA). These certifications demonstrate that the accounting firm has the necessary expertise and knowledge to provide high-quality accounting services.

Additionally, look for accounting firms that are members of professional organizations, such as the American Institute of Certified Public Accountants (AICPA) or the National Association of Certified Public Bookkeepers (NACPB). These memberships indicate that the accounting firm is committed to staying up-to-date with the latest accounting standards and best practices.

Some accounting firms may also have specialized certifications, such as the Certified Information Technology Professional (CITP) or the Certified Financial Planning (CFP) designation. These certifications demonstrate that the accounting firm has expertise in specific areas, such as technology or financial planning.

When evaluating an accounting firm’s certifications and credentials, consider the following:

  • Are the accounting firm’s professionals certified by a reputable organization?
  • Are the accounting firm’s certifications relevant to your startup’s industry or needs?
  • Is the accounting firm a member of professional organizations that demonstrate their commitment to staying up-to-date with the latest accounting standards and best practices?

 

By considering an accounting firm’s certifications and credentials, you can ensure that your startup receives high-quality accounting services from a reputable and knowledgeable firm.

Best Practices in Startup Accounting

Establishing best practices in startup accounting, including managing financial transactions, is important for maintaining financial health and ensuring long-term success. Startups should develop a reliable accounting system, using automation tools to enhance efficiency and accuracy.

Establishing internal controls over the accounting and finance system of the business is also important to ensure the validity of financial and tax reporting and to avoid theft of business assets. Ask your accounting firm to provide recommendations for best practices and effective internal controls.

Budgeting and Financial Forecasting

Budgeting helps startups manage cash flow effectively and plan for future growth. By comparing budget projections with actual financial outcomes, startups can measure performance against expectations and ensure better accountability. CPAs and their accounting team assist in creating financial strategies and forecasts, providing startups with the insights needed for informed decision-making and long-term stability.

Financial forecasting supported by accurate budgeting allows startups to anticipate financial needs and allocate resources appropriately.

GAAP Compliance

GAAP compliance provides a standardized framework for financial reporting. Adhering to GAAP standards facilitates investment due diligence, making it easier for startups to attract venture capital.

For startups seeking venture capital, GAAP compliance is often a prerequisite, as investors require transparent and accurate financial statements.

Internal Controls

Internal controls are processes and procedures implemented by a business to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. These controls are essential for maintaining accurate financial records and safeguarding the company’s assets.

Examples of internal controls include:

  1. Segregation of Duties: This involves dividing responsibilities among different employees to reduce the risk of error or fraud. For instance, the person responsible for authorizing transactions should not be the same person who records them.
  2. Access Controls: Limiting access to financial systems and sensitive information to authorized personnel only. For example, only certain employees might have the ability to process payroll or access the company’s financial accounts.
  3. Reconciliations: Regularly comparing internal records with external statements to ensure accuracy. For instance, reconciling the company’s bank statements with its accounting records to detect discrepancies.
  4. Approval Authority: Setting up a system where certain transactions require approval from higher-level management. For example, any expense over a certain amount may need to be approved by a manager or executive.
  5. Physical Audits: Conducting regular physical counts of inventory and assets to ensure that the actual quantities match the recorded amounts. This helps in detecting theft or loss.

 

By implementing these internal controls, startups can enhance the reliability of their financial reporting, protect their assets, and ensure compliance with laws and regulations.

Regular Financial Audits

Regular financial audits ensure accuracy in financial reports and maintain the integrity of financial records. These audits help identify discrepancies and detect potential fraud, safeguarding financial health. By regularly reviewing financial statements, startups can ensure compliance with regulatory requirements and build investor confidence.

Financial audits are crucial for fraud prevention and financial oversight. Auditors meticulously examine financial transactions and records, pinpointing areas of concern and recommending improvements. This approach helps startups maintain robust financial practices and avoid legal and financial pitfalls.

If you need financial audit services, you will need to identify an accounting firm in your region that provides this service. Not every accounting firm is authorized to provide audits.

Industry-Specific Accounting Needs

Different industries have unique accounting needs, and startups should seek an accounting firm with experience in their specific sector, including expertise in financial modeling. For example, tech startups may require accounting services that address revenue recognition and stock option accounting, while healthcare startups may need services focused on HIPAA compliance and medical billing.

By choosing an accounting firm with industry-specific expertise, startups can ensure they receive accounting services that meet their unique requirements. This specialized knowledge helps startups manage industry regulations, optimize financial performance, and achieve their business goals. Working with an experienced accounting firm can provide startups with the confidence and support needed to thrive in their respective industries.

Tax Credits and Incentives for Startups

Financial health is crucial for startups, and they can use various tax credits and incentives to mitigate tax costs. These benefits support startups in their early stages, providing financial relief and allowing them to reinvest savings into growth.

Accounting firms help startups identify and claim these incentives on tax returns, ensuring tax returns are properly prepared and optimizing financial benefits.

R&D Tax Credit

The R&D tax credit encourages companies conducting research and development in the US. Clients report significant savings using R&D tax credit services. CPAs manage the R&D tax claim process, ensuring startups document eligible expenses and follow the proper claiming process.

This tax credit provides financial relief and encourages startups to invest in innovation and development. Leveraging the R&D tax credit helps startups reduce their tax burden and allocate more resources to research and growth initiatives.

Ask your accounting firm for a cost/benefit analysis of doing an R&D tax credit study.

Cost Segregation

Cost segregation is a tax strategy that enables real estate owners to lower their tax obligations by reclassifying assets to accelerate depreciation deductions. This strategy involves identifying and reclassifying personal property assets, such as certain building components and land improvements, which can be depreciated over shorter periods compared to the standard 39-year depreciation period for commercial properties or the 27.5-year period for residential properties.

By accelerating depreciation, real estate owners can significantly reduce their taxable income in the early years of property ownership, thereby improving cash flow and reinvesting the tax savings into their business or additional properties. This strategy applies both to commercial properties (such as warehouses or office buildings), as well as rental properties.

A comprehensive cost segregation study is typically conducted by experienced professionals, including CPAs, accounting firms, engineers, and tax advisors, who analyze the property and allocate costs to various asset categories. This detailed analysis ensures compliance with IRS guidelines and maximizes the tax benefits. Cost segregation is particularly beneficial for newly constructed buildings, renovations, and acquisitions, offering substantial tax savings and enhancing the overall financial performance of real estate investments.

State Tax Credits and Incentives

State tax credits and incentives can provide significant financial benefits for startups, helping to reduce their tax burden and free up capital for growth. Each state offers different programs, tailored to encourage business development, job creation, and innovation within their borders.

For example, Georgia offers a variety of tax credits and incentives aimed at fostering a business-friendly environment. The Georgia Job Tax Credit provides credits to businesses that create new jobs in certain industries, potentially reducing their state income tax liability. Additionally, the Georgia Research and Development Tax Credit encourages innovation by providing credits for qualified research expenses.

Similarly, Illinois offers several tax incentives to support startups. The Illinois Angel Investment Credit Program provides a tax credit to investors who make qualifying investments in innovative startups. This program aims to attract more investment into the state’s entrepreneurial ecosystem. Additionally, the Illinois EDGE (Economic Development for a Growing Economy) Tax Credit Program provides tax credits to businesses that create jobs and make capital investments in the state, further stimulating economic growth.

These state-specific incentives can be a significant benefit for startups, offering financial relief and encouraging investment in local economies. Startups should work closely with their accounting firm to identify and maximize these opportunities.

Impact of Accounting Automation on Startups

Accounting automation tools are essential for startups as they enhance efficiency and streamline financial transactions and processes. Integrating accounting tools allows for a seamless platform for financial management, optimizing workflow and reducing the burden of manual tasks.

QuickBooks Online (QBO)

QuickBooks Online is a cloud-based accounting software that is particularly well-suited for startups due to its flexibility, ease of use, and comprehensive features. It allows startups to manage their finances from anywhere, providing real-time access to financial data. This accessibility is crucial for startups that need to make quick, informed decisions.

One of the primary benefits of QBO is its ability to automate many accounting tasks, such as invoicing, expense tracking, and payroll processing. This automation reduces the time and effort required for manual data entry, allowing startup founders and employees to focus on core business activities.

QuickBooks Online also offers reporting features, enabling startups to generate detailed financial reports and cash flow projections. These reports provide valuable insights into the company’s financial health, helping startups and the startup founder to identify trends, monitor performance, and make data-driven decisions.

Additionally, QBO simplifies tax preparation by organizing financial data in one place, making it easier to access and review during tax season. The software can track deductible expenses and manage receipts, ensuring that startups are well-prepared and compliant with tax rules. QuickBooks can serve to “audit proof” the business, provided that the books are properly maintained and reconciled on a regular and frequent basis. At a minimum, monthly accounting is recommended in most cases.

Outsourcing Bookkeeping and Accounting for Startups

Outsourcing bookkeeping and accounting services can be a cost-effective and efficient way for startups to manage their financial operations. By outsourcing accounting tasks, startups can free up internal resources to focus on core business activities, such as product development, marketing, and sales.

There are several benefits to outsourcing bookkeeping and accounting services for startups, including:

  • Cost savings: Outsourcing accounting services can be more cost-effective than hiring a full-time accountant or accounting team.
  • Increased efficiency: Outsourced accounting firms can provide specialized expertise and technology to streamline financial operations.
  • Improved accuracy: Outsourced accounting firms can provide accurate and reliable financial statements, reducing the risk of errors or misstatements.
  • Scalability: Outsourced accounting firms can scale with your startup’s growth, providing additional resources and expertise as needed.

 

When outsourcing bookkeeping and accounting services, consider the following:

  • What accounting tasks do you need to outsource? (e.g., bookkeeping, financial statement preparation, tax compliance)
  • What are your startup’s specific accounting needs? (e.g., industry-specific accounting requirements, complex financial transactions)
  • What is your budget for outsourcing accounting services?
  • What are the qualifications and certifications of the outsourced accounting firm’s professionals?

 

By outsourcing bookkeeping and accounting services, startups can gain access to specialized expertise and technology, improve financial efficiency and accuracy, and free up internal resources to focus on core business activities.

Cash vs Accrual Accounting

Cash and accrual accounting are two different methods of accounting that businesses use to record and report financial transactions. The main difference between the two methods is when revenues and expenses are recognized.

Cash accounting recognizes revenues and expenses when cash is received or paid, whereas accrual accounting recognizes revenues and expenses when earned or incurred, regardless of when cash is received or paid.

Cash accounting is often used by small businesses or startups that have simple financial transactions and do not need to track accounts receivable or accounts payable. Accrual accounting, on the other hand, is often used by larger businesses or those with complex financial transactions, such as accounts receivable and accounts payable.

The advantages of cash accounting include:

  • Simplicity: Cash accounting is a straightforward method that is easy to understand and implement.
  • Ease of use: Cash accounting does not require tracking accounts receivable or accounts payable, making it easier to manage.
  • Tax benefits: Cash accounting can provide tax benefits, such as delaying the recognition of income until cash is received.

 

The disadvantages of cash accounting include:

  • Inaccurate financial statements: Cash accounting can provide inaccurate financial statements, as revenues and expenses are not matched with the period in which they were earned or incurred.
  • Limited financial analysis: Cash accounting does not provide detailed financial analysis, making it difficult to make informed business decisions.

 

The advantages of accrual accounting include:

  • Accurate financial statements: Accrual accounting provides accurate financial statements, as revenues and expenses are matched with the period in which they were earned or incurred.
  • Detailed financial analysis: Accrual accounting provides detailed financial analysis, making it easier to make informed business decisions.

 

The disadvantages of accrual accounting include:

  • Complexity: Accrual accounting is a more complex method that requires tracking accounts receivable and accounts payable.
  • Difficulty in implementation: Accrual accounting can be difficult to implement, especially for small businesses or startups.

 

When deciding between cash and accrual accounting, consider the following:

  • What is the size and complexity of your business?
  • What are your business’s specific accounting needs?
  • What are the tax implications of each method?
  • What is your budget for accounting services?

 

By understanding the differences between cash and accrual accounting, businesses can choose the method that best suits their needs and provides accurate financial statements.

EBITDA and Financial Metrics

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a financial metric that measures a company’s profitability, excluding non-operating items such as interest, taxes, depreciation, and amortization. EBITDA is often used by investors and analysts to evaluate a company’s financial performance and compare it to industry peers.

EBITDA is calculated by adding back non-operating items to net income, such as:

  • Interest expense
  • Taxes
  • Depreciation
  • Amortization

 

EBITDA is a useful metric for evaluating a company’s financial performance, as it:

  • Excludes non-operating items that can distort net income
  • Provides a clear picture of a company’s operating profitability
  • Allows for comparison to industry peers

 

However, EBITDA has some limitations, such as:

  • It does not account for capital expenditures or changes in working capital
  • It can be manipulated by management through accounting choices
  • It does not provide a complete picture of a company’s financial performance

 

Other financial metrics that are often used in conjunction with EBITDA include:

  • Revenue growth rate
  • Gross margin
  • Operating margin
  • Return on equity (ROE)
  • Return on assets (ROA)

 

When evaluating a company’s financial performance, consider the following:

  • What is the company’s EBITDA margin?
  • How does the company’s EBITDA compare to industry peers?
  • What are the company’s revenue growth rate and gross margin?
  • What is the company’s return on equity (ROE) and return on assets (ROA)?

 

By understanding EBITDA and other financial metrics, investors and analysts can gain a deeper understanding of a company’s financial performance and make informed investment decisions.

Preparing for Due Diligence

Good accounting practices are fundamental for high growth startups as they prepare financial statements for potential mergers, acquisitions, or investment rounds. Accountants provide invaluable support during due diligence, building confidence in the income statement, balance sheet and cash flow statement of the business, thereby simplifying negotiations. Venture-backed high-growth businesses should maintain GAAP-compliant financials, as investors require clear visibility during due diligence.

Conducting thorough income statement and balance sheet reviews allows startups to verify the accuracy and completeness of their historical financial records. Accountants also assist startup clients in setting up appropriate startup accounting systems for early stage companies. Professional accountants also ensure compliance with all necessary federal, state, and local tax laws. Being prepared in advance is key for startups to manage the due diligence process effectively.

Summary

In conclusion, accounting services provided by certified public accountants and startup accounting firms are indispensable for new businesses, supporting financial health, compliance, strategic growth and cash flow. From basic bookkeeping and tax services to specialized services like 409A valuations and tax planning, your accounting firm plays a crucial role in managing the finances and cash flows of new ventures. By following best practices and avoiding common mistakes, early stage companies can build a solid financial foundation and achieve long-term success.

Frequently Asked Questions

Why is it important for startups to have a CPA?

Having a startup CPA or startup accounting firm is crucial for new businesses as they ensure compliance with regulations, provide accurate financial reporting, and help build investor confidence. This expertise can significantly influence a startup’s credibility and success.

What are the key accounting services that startups need?

Startups need essential startup accounting services such as bookkeeping, tax preparation, and financial reporting to ensure their financial health and compliance. These startup accounting services provide a solid foundation for sustainable growth and informed decision-making.

How can stock options benefit a startup?

Stock options can significantly benefit a startup by aligning employee interests with the company’s success, which enhances retention and attracts top talent. This strategic use of stock options fosters a motivated workforce invested in the company’s growth.

What is a 409A valuation, and why is it important?

A 409A valuation is crucial for determining the fair market value of stock options, which ensures compliance with tax regulations and helps avoid significant penalties. This valuation process is essential for maintaining legal and financial integrity in your business.

How can startups prepare for due diligence?

To prepare for due diligence, startups must maintain GAAP-compliant financials, conduct regular financial statement reviews, and ensure compliance with tax laws. This foundation will instill confidence in potential investors.

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Massey and Company CPA is a boutique tax and accounting firm serving individuals and small businesses in Atlanta, Chicago and throughout the country.  Our services include tax return preparation, tax planning for businesses and individuals, estates and trusts, IRS tax problem resolutionIRS audits, sales taxes and small business accounting and bookkeeping. 

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Massey and Company CPA

Based in Atlanta and Chicago, Massey and Company CPA specializes in tax and accounting matters of small businesses, entrepreneurs, and their families.
 
We do everything related to tax return preparation and tax planning, as well as accounting and bookkeeping for small businesses using QuickBooks Online.
 
In addition, we represent taxpayers before the IRS, keeping taxpayers out of tax trouble. We negotiate with the IRS and the state, so you do not have to.
 
We know the tax issues. We know our way around the IRS. We know QuickBooks. And we know how to help you save taxes and keep more of your hard-earned profits.

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