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Services

Courtney CPA, P.C. provides advisory, consulting and tax preparation services to clients in a variety of industries. We strive to meet each client's needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services begin with Advisory and Coaching Services and result in a well-planned Tax Return. Services include:


Business Tax Planning and Tax Return Preparation

At Courtney CPA, P.C. we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your 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.

Estate and Trust Return Preparation

Administering an estate or trust can be a daunting task. Courtney CPA, P.C. can help executors and trustees of estates and trusts navigate through the administrative process by assisting with the preparation of judicial and non-judicial fiduciary accounting and with the preparation of federal and state tax returns.

Entity Selection and Business Advisory/Coaching

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.

IRS and State Taxing Authorities Representation

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

Business Cash Flow and Budgeting Analysis

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.

Business Financial Projections and Forecasts

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.


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