At Threaded CPA, we're committed to bringing you clarity and peace of mind in your taxes and accounting. With over a decade of experience helping business owners, we provide expert tax planning, tax preparation, bookkeeping, and consulting services tailored to you and your needs.
OUR SERVICES
Tax Preparation
We specialize in tax preparation for "small" business owners. This includes S Corporations (Form 1120S), simple Partnerships (Form 1065), and Form 1040s with Schedule Cs.
Strategic Tax Planning
Beyond Bookkeeping
Our professional bookkeeping services are designed to help you maintain accurate financial records, streamline business operations, and make well-informed financial decisions. Let us handle the numbers so you can focus on growing your business.
CFO "Lite"
Effective tax planning is essential for optimizing your tax position and minimizing liabilities. Our strategic tax planning services are tailored to your business goals and long-term financial success.
When you're ready to take your bookkeeping insights to the next level, you can take advantage of our CFO Lite service. We'll help you create and track Key Performance Indicators (KPIs), review metrics, and advise on your continued success.
Tired of waiting weeks for a response from your CPA (if you even get a response at all!)? New business owner ready to have professional tax/accounting help?
We limit the number of clients we're serving to ensure that we can dedicate the time and attention to your specific financial situation that it deserves.
THE PROCESS FOR WORKING TOGETHER
1
Form
Complete the potential new client intake form
2
Discovery Call
Meet with our CPA in a discovery call to see if we're a good fit for one another
3
Proposal
Receive, review, and sign your customized proposal
4
Kick Off Services
We'll send what we need to officially start working together.
5
Partnership
Continue services together - customizable at any point.
