At Precision CPA, we believe that accounting and tax work are only part of the bigger financial picture. Our consulting services are designed to help individuals and businesses make informed decisions, strengthen operations, and prepare for future growth. We go beyond the numbers—providing insights, strategies, and solutions that directly impact your long-term success.
Whether you’re launching a startup, restructuring an existing business, applying for financing, or navigating complex government contracts, our consulting services provide the guidance you need to move forward with confidence.
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Running a business involves much more than day-to-day operations. Our advisory services are tailored to help you:
Select the right entity structure (LLC, S-Corp, C-Corp, Partnership) for tax efficiency and liability protection.
Evaluate business reorganization strategies to streamline operations and reduce costs.
Develop strategic growth plans that align with financial and tax objectives.
Receive ongoing support from an experienced advisor who understands the challenges of small to mid-sized businesses.
Our team serves as an extension of your leadership—bringing financial insight and accounting expertise into every decision.
Dealing with the IRS or state tax authorities can be stressful. As licensed CPAs, we provide expert representation, compliance, and consulting services to help you navigate complex tax situations with confidence.
Tax compliance and audits – responding to IRS letters, preparing documentation, and protecting your interests.
Dispute resolution – negotiating settlements, payment plans, or offers in compromise.
We act as your trusted advocate, ensuring your rights are protected and your tax matters are resolved efficiently and strategically.
Access to funding is critical for growth, and understanding how to present your business financially can make all the difference. Our services include:
Loan application preparation for SBA and traditional financing.
Assistance with financial statement preparation and analysis to meet lender requirements.
Advising on cash flow management to ensure your business can sustain repayment obligations.
Ongoing support during financing negotiations.
Our goal is to help you secure the capital you need with a strong financial foundation behind you.
Planning for the future means protecting what matters most — your family, your assets, and your legacy. Our estate planning services are designed to help you make confident, tax-efficient decisions that ensure a smooth transfer of wealth and long-term financial stability.
Our consulting expertise includes:
With Precision CPAs, you gain more than financial advice, you gain a long-term partner committed to preserving your wealth and protecting your future generations.
rom tax strategy to financing to business structuring, we bring experience across multiple industries.
We don’t just give advice—we provide actionable steps you can implement immediately.
Our focus is on long-term growth and preparing you for future opportunities.
very consultation is tailored to your business goals, risk tolerance, and financial situation.
