Tax Services
Amanda O’Rourke, CPA
Managing Partner

As your tax advisors, we provide proactive, year-round tax services that align with your business and financial goals. We serve as experienced tax services and consultants, specializing in nonprofit compliance and strategic financial management nationwide.
TAX SERVICES RESOURCES
TAX SERVICE OFFERINGS
Whether you’re an individual, business owner, nonprofit, or managing an estate, our proactive approach ensures optimal tax strategies and seamless compliance year-round.
We know that everyone’s tax situation is unique, and various careers may be associated with complicated tax implications. That’s why we take the time to understand your individual financial landscape, allowing us to provide personalized, year-round advice that fits your specific needs. We believe in building trust through careful attention to detail, proactive planning, and a genuine commitment to helping you navigate around your career milestones.
Here are some unique tax situations we commonly assist our clients with:
We go beyond tax preparation to provide proactive, year-round tax planning that aligns with your business and personal financial goals. We strive to understand the broader financial health of your business and integrate tax planning into a comprehensive strategy to offer more value, helping you not only minimize tax liabilities but also optimize your overall financial well-being. In addition to tax preparation, we can partner with our CFO & Accounting Services Team (CAS) to take care of all your bookkeeping and payroll needs. Ask us more about having GO do your bookkeeping as well.
We specialize in many industries including the following:
Our dedicated group of tax professionals works together with our Accounting Services and Audit/Assurance teams to ensure your not-for-profit organization stays compliant with the guidelines of the IRS. Form 990 isn’t just a tax return —it’s your organization’s chance to tell your story and showcase the impact you’re making in the world. Let’s work together to ensure it gets told correctly. We have experience with nonprofits of all sizes and industries, but specialize in the following:
Effective trust and estate planning is about more than managing assets—it’s about ensuring your loved ones are cared for and your legacy is preserved. By guiding you through this complex process, we help secure your family’s future and protect the business and investments you’ve built with dedication and passion.
We provide the following services:
OUR BENEFITS
Working with our tax & business services professionals means strategic planning, compliance confidence, and financial optimization year-round. Our CPA tax services team becomes your trusted partner, making sure every tax decision supports your broader financial goals and organizational mission.
Proactive strategies from our tax services and consultants minimize liabilities and maximize opportunities throughout the year.
Our CPA tax services ensure accurate filings and full regulatory compliance, eliminating costly mistakes and penalties.
Tailored tax & business services aligned with your unique goals, whether individual, business, or nonprofit focused.
From complex tax situations to estate planning, our tax services and consultants handle all aspects under one roof.
WHY CHOOSE US
Choose the firm that combines experience, expertise, and innovation. Our tax services and consultants have been delivering superior tax & business services since 1971, building lasting relationships through exceptional results and unwavering commitment to client success.
Established expertise in tax & business services with a track record of helping thousands of clients achieve their financial goals.
Our CPA tax services team understands the unique challenges facing nonprofits, businesses, and individuals in today’s complex tax environment.
From tax planning to accounting services, our tax services and consultants provide seamless support across all your financial needs.
We don’t just prepare returns—our tax & business services include year-round strategic guidance and planning for optimal results.
Deep understanding of local tax requirements combined with expertise in federal regulations and multi-state compliance.
TAX SERVICES TEAM
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Don’t wait until tax season to start planning. Our proactive tax & business services approach helps you stay ahead year-round. Schedule your consultation with our experienced CPA tax services team and discover how we can maximize your financial success.
ACCOUNTING SOFTWARE & TECHNOLOGY
Advanced technology enhances every aspect of our tax & business services. Our CPA tax services team uses the best platforms to ensure accuracy, efficiency, and seamless collaboration with your existing systems.
Expert integration with QuickBooks Online and Bill.com ensures our tax services and consultants work efficiently with your preferred platform.
Seamless compatibility with ADP, Paychex, Gusto, and Paycom enables our CPA tax services team to provide integrated payroll and tax planning solutions.
Axcess and SafeSend platforms provide secure document management and efficient tax processing for all our tax & business services clients.
Advanced software integration reduces manual processes and ensures accurate, timely delivery of all tax services and consultants solutions.
Look for experienced professionals with proven expertise in your industry, comprehensive service offerings, and strong client testimonials. Our tax services and consultants provide personalized, year-round support.
Comprehensive services include tax preparation, planning, audit representation, business consulting, payroll management, and ongoing compliance support tailored to your specific needs and industry requirements.
Hire professionals when starting a business, facing complex transactions, planning major changes, or needing ongoing strategic tax planning to optimize your financial position year-round.
Costs vary based on complexity and services needed. Our tax & business services provide transparent pricing with packages designed to deliver value and optimize your overall financial outcomes.
Professional planning saves more than it costs through tax optimization, compliance assurance, strategic guidance, and avoiding costly mistakes that can impact your financial future significantly.
Yes, ongoing services provide proactive planning, compliance monitoring, strategic guidance, and financial optimization that helps small businesses grow while minimizing tax liabilities and operational risks effectively.
Evaluate experience, industry expertise, service comprehensiveness, technology capabilities, and client satisfaction. Choose professionals who understand your specific needs and provide proactive, personalized guidance.
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