Our Services

Tax Preparation Services

At Michael J. White CPA, CFP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. We prepare Individual, Partnership, S and C corporation, Trust and Gift tax returns.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Michael J. White CPA, CFP’s accounting services steer you closer to these goals with accurate record-keeping.

These services include but are not limited to:
– Bookkeeping (Monthly, quarterly, or annual)
– Payroll processing
– Cash flow budgeting and forecasting
– Corporate tax planning and return preparation

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Payroll Services

Michael J. White CPA, CFP’s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Michael J.White CPA, CFP can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success.