SERVICES
Tax Planning, Bookkeeping, Advisory, and a Coordinated Planning Team
Our core CPA services below are built to work together. When your books, tax plan, and filing sit with the same firm, planning gets sharper and surprises are fewer.
CORE
CPA Services
01
Tax Planning and Strategy
Proactive tax planning is the core of what we do. We review your entity structure, compensation, retirement setup, credits, deductions, and timing before year-end, while changes can still affect your return.
Typical outcomes include
- Lower current-year tax liability
- Cleaner documentation for every strategy in place
- Clarity on which planning moves are worth pursuing and which are not
- A written plan you can act on
02
Tax Compliance and Preparation
Federal, state, and multi-state returns for individuals, S-Corps, LLCs, partnerships, and C-Corps. Preparation happens as the final step of a year-long planning relationship, once the planning work has already been done.
We also support IRS and state notice response, amended returns where warranted, and prior-year cleanup for new clients coming from another firm.
03
Bookkeping and Accounting
Tax-ready books, delivered monthly, that give you real visibility into revenue, margins, and cash flow. Beyond transaction entry, we produce reports that support tax planning, owner compensation decisions, hiring, and growth.
Ideal for owners who want to stop guessing about the numbers or who need financial visibility to make better decisions between now and year-end.
04
Business Advisory and CFO-style Support
Ongoing guidance for business owners who want a CPA involved in the decisions that shape the year, not only the ones that clean up after it.
Common conversations include
- Owner compensation and profit distribution strategy
- Entity structure reviews
- A written plan you can act on
05
Entity & Compensation Strategy
The wrong entity or the wrong compensation structure can quietly cost tens of thousands of dollars a year. We review the setup and recommend adjustments where the math supports them.
includes
- S-Corp reasonable compensation analysis
- Entity selection and revisions between LLC, S-Corp, and C-Corp
- Owner compensation design across W-2, distributions, and benefits
- Accountable Plan implementation and documentation
06
Speciality Tax Strategies
Where the facts support them, we deploy planning strategies that go beyond routine compliance work.
- S-Corp planning and reasonable compensation reviews
- Accountable Plan setup and documentation
- Augusta Rule (Section 280A) planning
- Employing family members, structured properly
- Retirement plan design: SEP IRA, Solo 401(k), SIMPLE, and employer plans
- R&D tax credits for qualifying activities
- QSBS planning for eligible C-Corp shareholders
- Charitable giving strategies
- Exit and business transition planning
Every strategy above is evaluated based on your specific facts. We do not apply one-size fits-all plans.
COORDINATED PLANNING TEAM
Five planning areas, brought in when your situation calls for it.
Beyond our core CPA services, we bring a coordinated planning team into your work. Our team includes specialists across the five planning areas that most business owners cannot access on their own. One CPA relationship coordinating five planning areas.
01
Advanced Tax Planning
For situations that go beyond standard tax planning, we coordinate with tax specialists on advanced strategies including cost segregation, R&D credits, energy incentives, and complex entity planning.
02
Wealth Management
Investment, retirement, and cash flow strategy coordinated with your tax picture. Our wealth specialists work with your CampbellAndrew tax plan already in view, so investment decisions and tax strategy stop pulling against each other.
04
Risk
Mitigation
Insurance strategy, disability coverage, key-person coverage, and asset protection strategy reviewed as part of the whole plan. Our risk specialists analyze coverage against your actual situation, not against a product they are trying to sell.
03
Business
Advisory
Growth, succession, and exit planning built around your actual financials. Includes value-driver analysis for owners preparing to sell, transition planning, and strategic planning support.
05
Legal
Services
Entity structure work, asset protection planning, estate planning, and business documentation, coordinated by attorneys who work with the CampbellAndrew tax plan already in view.
NOT SURE WHICH SERVICE FITS?
Start with a Tax Strategy Review.
We identify what is worth doing, what is not, and what the next step looks like. If there is a fit, we scope the engagement from there.