Our Services
Tax Services
Preparing your taxes doesn't have to be stressful. Our tax preparation services are designed to help individuals, families, and businesses file accurate, timely returns while identifying every deduction and credit available under current tax laws.
We take the time to understand your unique financial situation, ensuring your tax return is prepared with accuracy and attention to detail. Whether you have a straightforward return or more complex tax needs involving self-employment, investments, rental properties, or multiple income sources, we're here to provide reliable guidance every step of the way.
Our goal is to simplify the tax filing process, minimize your tax liability where legally possible, and help you stay compliant with federal, state, and local tax requirements. We are committed to providing responsive service, clear communication, and personalized solutions you can trust.
Our Tax Preparation Services include:
- Individual Tax Returns (Form 1040)
-
Business Tax Returns
- Single Member Disregarded Entity/LLC & Sole Proprietorship (Schedule C)
- Partnership (Form 1065)
- S-Corporation (Form 1120-S)
- C-Corporation (Form 1120)
- Exempt Organizations/Non-Profits (Form 990)
- Trust & Estate (Form 1041 & Form 706)
- Tax Planning and Strategy
- Electronic Filing (E-File)
- Prior-year Tax Returns
- Amended Tax Returns
- IRS and State Tax Notice Assistance
Let us handle the complexities of tax preparation so you can focus on what matters most; your family, your career, and your business.
Accounting and Bookkeeping Services
Accurate financial records are the foundation of every successful business. Our accounting services provide the reliable financial information you need to make informed decisions, maintain compliance, and plan confidently for the future.
Whether you're a startup, a growing business, or an established company, we offer customized accounting solutions tailored to your unique needs. We work diligently to keep your financial records organized, accurate, and up to date, giving you a clear picture of your business's financial health.
By partnering with our firm, you'll gain more than accurate bookkeeping; you'll have a trusted advisor dedicated to helping you improve efficiency, manage cash flow, and support your long-term financial goals. We focus on delivering timely, dependable service so you can spend less time managing your finances and more time growing your business.
Our Accounting Services include:
- General Accounting and Financial Reporting
- Bookkeeping Services
- Bank and Credit Card Reconciliations
- Accounts Payable and Accounts Receivable Management
- Financial Statement Preparation
- General Ledger Maintenance
- Cash Flow Analysis
- Budgeting and Financial Forecasting
- Month-end and Year-end Closing Assistance
- Accounting System Setup and Support
Let us take the complexity out of managing your financial records, providing the clarity and confidence you need to make sound business decisions.
Audit Representation
Receiving a notice from the IRS or a state taxing authority can be overwhelming, but you don't have to handle it alone. Our audit representation services provide experienced, professional support to help you navigate the audit process with confidence and protect your interests every step of the way.
We communicate directly with tax authorities on your behalf, helping to gather and organize the necessary documentation, respond to requests, and address questions efficiently and accurately. Our goal is to reduce the stress of an audit while working toward the best possible outcome for your situation.
Whether you are an individual or a business, we are committed to providing knowledgeable guidance, clear communication, and dedicated representation throughout the process. We work diligently to ensure your rights are protected and that all interactions with taxing authorities are handled professionally.
Our Audit Representation Services include:
- IRS Audit Representation
- State and Local Tax Audit Representation
- Response to IRS and State Tax Notices
- Assistance with Document Preparation and Organization
- Communication with Tax Authorities on Your Behalf
- Review of Proposed Audit Adjustments
- Appeals Support when Appropriate
- Resolution of Tax Account Issues
If you've received a tax notice or are facing an audit, you don't have to navigate the process on your own. Our experienced team is here to provide the guidance, representation, and peace of mind you need from start to finish.
Payroll Processing
Managing payroll is one of the most important responsibilities of running a business. Our payroll processing services are designed to simplify the process, ensure employees are paid accurately and on time, and help your business stay compliant with ever-changing payroll tax requirements.
Whether you have a few employees or a growing workforce, we provide reliable payroll solutions tailored to your business's needs. From calculating wages and deductions to processing payroll taxes and filing required reports, we handle the details so you can focus on operating and growing your business.
Our team is committed to delivering accurate, timely, and confidential payroll services while reducing the administrative burden on your organization. We stay current with payroll regulations to help minimize errors, avoid costly penalties, and keep your payroll running smoothly.
Our Payroll Services include:
- Payroll Processing for Businesses of all sizes
- Direct Deposit and Paycheck Processing
- Payroll Tax Calculations and Filings
- Federal, State, and Local Payroll Tax Compliance
- Quarterly and Annual Payroll Tax Reporting
- W-2 and 1099 Preparation
- Employee Earnings Statements and Payroll Reports
- New Hire Reporting Assistance
- Paid Time Off (PTO) and Payroll Record Tracking
- Payroll Support and Ongoing Assistance
Let us take the complexity out of payroll management by providing dependable, accurate, and efficient payroll services that save you time and give you confidence that your employees are paid correctly and on schedule.
Business Consulting & Advising
Every business faces challenges and opportunities throughout its lifecycle. Our business consulting and advisory services are designed to provide the financial insight, strategic guidance, and practical solutions you need to make informed decisions and achieve your long-term goals.
Whether you're launching a new business, managing growth, improving profitability, or planning for the future, we work closely with you to understand your objectives and develop strategies tailored to your unique needs. We believe that sound financial guidance is the foundation of sustainable business success.
As your trusted advisor, we go beyond the numbers to help you identify opportunities, address challenges, improve operational efficiency, and strengthen your financial position. Our collaborative approach ensures you have the knowledge and support needed to make confident business decisions in an ever-changing marketplace.
Our Business Consulting Services include:
- Business Startup and Entity Selection Guidance
- Financial Analysis and Performance Reviews
- Budgeting and Cash Flow Management
- Profitability Improvement Strategies
- Financial Forecasting and Goal Setting
- Operational Efficiency Recommendations
- Succession and Exit Planning
- Business Valuations Support
- Ongoing Financial and Business Advisory Services
Our goal is to become a trusted partner in your success by providing proactive advice, practical solutions, and personalized guidance that helps your business grow, adapt, and thrive. Together, we'll build a stronger financial future for your business.
Entity Formation
Starting a new business is an exciting milestone, and choosing the right business structure is one of the most important decisions you'll make.
At CFG T&A LLC, we provide professional entity formation services designed to help entrepreneurs, startups, and growing businesses establish a solid legal and financial foundation from day one.
Our experienced team will guide you through the process of selecting the entity type that best aligns with your business goals, tax situation, and long-term plans. Whether you're launching your first business or restructuring an existing one, we'll help you make informed decisions every step of the way.
Our Entity Formation Services include:
- LLC (Limited Liability Company) Formation
- Corporation (S Corporation & C Corporation) Formation
- Nonprofit Organization Formation
- Partnership Registration
- Sole Proprietorship Guidance
- State Business Registration & Filing
- EIN (Employer Identification Number) Registration
- Operating Agreements & Corporate Organizing Documents
- Registered Agent Guidance
- Business License & State Registration Assistance
- S Corporation Election (IRS Form 2553)
- BOI (Beneficial Ownership Information) Compliance Guidance
- New Business Tax Planning & Consultation
Why Choose CFG T&A LLC?
Forming your business correctly from the beginning can help protect your personal assets, reduce tax liability, improve credibility, and position your company for future growth. Our team takes the time to understand your business objectives and recommends the entity structure that best fits your unique circumstances.
Unlike online filing services that simply submit paperwork, we provide personalized guidance from experienced tax professionals who understand how entity selection impacts taxation, compliance, payroll, and long-term business strategy.
Whether you're a freelancer, contractor, real estate investor, medical professional, retailer, consultant, or launching your next startup, we're here to simplify the process and ensure your business starts on the right foot.
Build your business with confidence. Contact CFG T&A LLC today to schedule your entity formation consultation and let us help turn your vision into a successful business.