Services

At Courtney CPA, P.C. we guide businesses through a full range of advisory and tax planning decisions with strategies that minimize tax liabilities, maximize cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws. Services provided include income tax planning and preparation for business entities and their owners and IRS and state issues.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Courtney CPA, P.C. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Courtney CPA, P.C. can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

No one can predict the future perfectly, but we can all benefit from planning for it. Courtney CPA, P.C. combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. 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. Depending on your needs, our work can range from top-level reports to detailed financial models.