FITZPATRICK CPA

Tax Accounting & Advisory

Now accepting new clients for the 2026 tax season

BOOK A FREE CONSULTATION
  • Handshake

    Discovery Call

    We start by scheduling a 15-30 minute discovery call where we learn about your tax situation and financial goals

  • Progress

    Action Plan

    We then create an action plan to help you achieve those financial goals, whether it’s reducing taxes, or growing your business.

  • Sell a business

    Pricing

    If we are a good fit to work together, we will provide a quote and proposal during the call

BOOK A DISCOVERY CALL

Services

    • Individuals

    • LLCs

    • Partnerships

    • S-Corporations

    • C-Corporations

    • Trusts

    • Estates

    • Federal Income Tax Returns

    • All State Income & Sales Tax Returns

    • Retirement Tax Planning

    • Business Sale & Acquisition Tax Planning

    • Estate Tax Planning

    • Trust Setup

    • Projections

    • Scenario Analysis

    • Personalized Consulting

    • Ongoing CPA Support

    • Monthly financial statements

      • Profit & Loss

      • Balance Sheet

      • Statement of Cash Flows

    • Monthly reconciliations

      • Accounts Payable (AP)

      • Accounts Receivable (AR)

      • Inventory

      • Loans

      • Fixed Assets

      • Investments

      • Partner Capital Account & Basis Tracking

    • Cash Flow Projections

    • Financial Planning

    • Business Sale Optimization

    • Process Improvement

    • Raising Venture Capital

    • Personalized Consulting

    • IRS & State Notice Response

    • IRS & State Audit Representation

    • Fines, Penalties, and Interest Reduction

    • Acquisition Financial Due-Diligence

    • Quality of Earnings Reports (QOE)

    • Business Valuation

    • Tax Optimization

    • Business Formation

    • Venture Capital Fundraising

    • Compilations for Bank Loans

    • Growth Planning

    • Startup CFO Services