FITZPATRICK CPA

Tax, Accounting, & Advisory

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    Book Consultation

    Schedule a complimentary 15-minute phone consultation where we’ll discuss your situation and find the right service level for you.

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    Proposal

    If we are a good fit to work together, we will provide an online proposal with up-front pricing.

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    Action Plan

    We’ll give you the next steps to resolve your tax situation, help your growing business, and achieve your financial goals.

Full-Service CPA Firm

    • 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