Business Accounting

End of year with too much to manage? Let’s discuss how we customize a process for your organization and staff to help future proof your operations.

General Ledger Clean Up

Every company and industry is unque but with growth the shift of focus may have become unorganized. Let us breathe, reset and reconcile your books to resolve any inaccuracies.

Tax Planning & Preparation

Tax preparation and filings for business, individual and family returns. Connect with a professional online for the greatest refund possible.


Do you have a small retail business or a company with 100+ employees? We’ll calculate pay and file your Federal, State and most local payroll taxes.

Monthly Bookkeeping Services

As experts in accounting we organize your technology, payroll, expenses, sales and reciepts. Accurate P/Ls monthly so you know how you’re performing and projecting your next big move!


An audit can be performed on financial statements, process, controls, employees, funding or just about anything you can imagine.


Running a Shopify, SquareSpace, WooCommerce, EBay, Etsy, Amazon, BigCommerce Store? We’ll help you determine your local and Federal obligations and year end taxes.

Financial Planning

Working a W2 but looking to become something even more? At TheCPADude we’ll take you to the next level of your career. Plan our your now so you’re ready to embark on the future endeavors.

Foreign Transactions

Do you hold a visa domestically working or have foreign assets? How do tax treaties affect you and are you planning your investments accurately?


Purchase virtual currency in the past? Well let’s review and discuss if you have any liabilities.


Do you own a cannabis or smoke shop? As the new laws change both by state and federally we need to ensure you’re setup for success.


Minor disputes and looking for personal advice on how to reach an arbitration agreement? We can help you draft an agreement that is detailed and fair.

Freelancers & Full Time Hustlers

Drawing extra income on the side and pulling a 1099 as a contractor? Whatever services you are providing on the side TheCPADude will make sure you keep what you’re owed.

IRS Representation

TheCPADude provides the representation you need. Taking place to provide explainations on your behalf. If you recieved an audit, let us know how we can prepare you.

Management Consulting

Business strategies and helping organizations is why we’re so passionate about the financial arm of your company. The foundation, process and improvement is what drives growth.

Mergers & Acquisitions

Partnerships is what grows your business. If you’re planning to take over or merge with another company allow us to run the numbers for you.

Real Estate Properties

Whether you’re looking to begin or have been doing this with dozens of properties under your assets we’ve seen it all. TheCPADude can help you manage your accounting & tax questions.

Rental Properties

Do you own rental properties on Airbnb, VBRO, HomeAway, FlipKey –  Depending on your State you need to withhold a percentage of your income. Let us teach you the right way so you don’t overpay.

Retirement Planning

If you are nearing retirement age and looking forward to how to manage the next 5-10 years we are able to help you make the best financial decisions.

Tax Amendment

For a majority of clients we’ve worked with they may not have known the latest tax laws or claimed the right deductions. Let’s verify your numbers are accurate.

Virtual CFO Services

Non-profit boards, SMB and Enterprise businesses utilize TheCPADude to help manage their MoM, YoY and growth projections to better manage their current assets.