Services
Tax expertise. Personal attention. A CPA in your corner.
At Wardlaw CPA, we combine technical expertise with a thoughtful, hands-on approach to help you navigate your tax obligations with clarity and confidence. Whether you own a business, have several sources of income, or simply want an experienced CPA to handle your annual taxes, we make the process more manageable.
Business Tax Preparation
Accurate, carefully reviewed business returns, prepared by a CPA, not handed off to a queue. Before filing, we walk through what's on the return and what it means for you.
We do:
-
S corporation returns (Form 1120-S)
-
Partnership and multi-member LLC returns (Form 1065)
-
Corporate returns (Form 1120)
-
Sole proprietor and single-member LLC reporting
-
State and local business tax filings
-
Business tax projections and estimated payments
-
Amended business tax returns
Individual & Family Tax Preparation
Your personal and family returns, prepared with the same attention to detail as a business return. You'll know what you owe, why, and what to bring next year.
-
Federal and state individual income tax returns
-
Business-owner and self-employment income
-
Investment and rental property income
-
Multistate and part-year resident returns
-
Estimated tax calculations
-
Amended individual returns
-
Retirement income and significant life changes
Tax Planning
The best time to think about your taxes isn't always when it's time to file. Tax planning gives you the opportunity to look ahead, consider how financial decisions may affect your tax position, and explore strategies suited to your circumstances. We start with a conversation to define what you need and what working together looks like.
-
Individual and business tax projections
-
Estimated tax planning
-
Entity and ownership considerations
-
S corporation owner compensation considerations
-
Retirement-related tax planning
-
Planning for substantial income changes
-
Tax considerations related to business sales and transactions
Accounting & Financial Reporting
If you’re a business owner who needs additional support with your accounting, Wardlaw CPA offers selected accounting and financial reporting services tailored to your needs. These include:
-
Financial statement preparation
-
Financial reporting and accounting advisory
-
Business financial reviews
Let’s Work Together
Our experience spans public accounting, corporate finance, and accounting advisory, so that you benefit from technical depth while having the accessibility and individual attention of a boutique firm.Don’t struggle through your taxes or financial decisions alone. Schedule a call today and let’s see how we can help.