We’re Geared for More Than Taxes
At Tandem CPAs, we believe that healthy finances are more than just tax preparation and planning.
Our highly-experienced team of CPAs are trained in a wide variety of accounting topics, and we are here to make sure you are educated, informed, and positioned for success in all facets of your finances.
Our specialties include:
Tax Preparation & Planning
Because our ultimate goal is a stress-free experience, we take the time to thoroughly analyze each of our clients’ accounts and guide them toward tax-related decisions to set them up for the best possible success. With our collective finger on the pulse of constantly-changing tax laws and policies, we are able to provide up-to-date guidance and efficient, accurate service.
Contract CFO & Controller Services
Running a business is no simple task, and efficiently handling the financial operations can seem daunting. Tandem CPAs offers contract CFO and Controller services for exactly that reason. Having a trusted financial advisor with expertise in corporate financial systems and best practices can maximize your company’s efficiency and enhance your peace of mind.
Client Advisory Services
Even seasoned business owners can benefit from a trusted advisor to navigate processes and decisions which may be beyond your interest or expertise. For new companies, entity selection (LLC, S-Corp, etc.) and establishing systems may be the most pressing needs. Whatever your challenge may be, let our friendly, well-informed CPAs support your journey to improve your bottom line and conduct business enjoyably.
Trusts & Estates
When the time comes to consider if a trust or estate planning is right for your family, work with a seasoned partner. Tandem CPAs & Advisors has an experienced team to help you with all of the details — from administration to fiduciary services.
Financial Systems Consulting
If you look behind the doors of most successful businesses, you’ll likely find a well-oiled bookkeeping machine. We love coaching business owners as they sort through the red tape of business accounts and financial systems so they can provide the best service possible to their loyal customers.
Debt and Financing Advice
Mergers & Acquisitions
Whether you’re looking to sell all or part of your business, or are trying to strategically acquire one, it’s important to protect yourself and your interests. Our team can walk you through the process in detail, ensuring that you are informed, satisfied, and successful in your sale, merger, or acquisition.
Financial & Retirement Planning
Retirement planning has evolved with longer lifespans and greater importance on personal savings for a comfortable retirement. You will need to plan on income after you leave the workforce and may have questions on how much you will need and where to source the income. Tandem CPAs is here to help you answer these questions and advise on tax advantageous retirement plans that work for you.
Complications with the IRS can happen to anyone. Whether it’s a simple form error or something bigger, it’s important to have someone on your side who understands the ins and outs of the IRS. The CPAs at Tandem are qualified to represent you before the IRS, should a need for those services arise.
Cash Flow & Budgeting
The foundation of a healthy, prosperous financial life begins with a solid understanding of budgeting basics. Whether you need help with your business or organization’s annual budget or want to improve your cash flow, our team of professionals is here to provide friendly, easy-to-understand guidance toward cash flow management and budgeting.
Financial Projections & Forecasts
The world of finance can be unpredictable at times, and it’s important to have someone on your side who understands the ups and downs of the industry. With over 75 years of combined experience, the Tandem CPAs & Advisors team has seen and studied the fluctuating landscape and can guide you toward a successful future.
Non-Profit Financial Services
Non-profit organizations need to have the right infrastructure in place in order to achieve their mission. We specialize in serving non-profit organizations, and can assist you with your administrative needs, such as back-office accounting, CFO services, 990 tax reporting, and advisory services on how to take your organization to the next level.